Distribution Sales Manager | George

The Recruitment Council; George; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading investment management firm in South Africa is seeking a skilled Distribution Sales Manager to drive business growth in the IFA and wealth manager segments. The role requires the ability to establish strong relationships and possess deep investment knowledge. The ideal candidate will have a CFP® designation and a BCom degree. This position offers a permanent opportunity to make a significant impact within the firm.

Qualifications

• High-level sales execution with investment knowledge is required.
• Strong relationship management skills with IFAs and distribution partners.
• Ability to present investment strategies clearly.

Responsibilities

• Identify and convert new business opportunities.
• Build and maintain strong relationships with key partners.
• Present investment performance and strategy to clients.
• Onboard new IFAs as brand ambassadors.
• Adhere to compliance policies.

Skills

Sales execution

Relationship building

Investment knowledge

Fund inflow strategies

Education

Certified Financial Planner® (CFP®)

Bachelor of Commerce (BCom)

Post-graduate Financial Planning Qualification

Job description

Overview

Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape?

A premier Investment Management Firm is seeking a dynamic Distribution Sales Manager to be a strategic growth driver within their Distribution team. This permanent role is crucial for expanding our market footprint and achieving ambitious goals for Assets Under Management (AUM).

If you combine high-level sales execution with deep technical investment knowledge, this is your opportunity to represent a leading brand and significantly impact our growth trajectory.

The Challenge: Strategic Sales & Relationship Building

• This role is about driving new business growth, deepening existing relationships, and promoting our investment solutions across the IFA and wealth manager segments.

Responsibilities

• Sales & Execution: Identify, develop, and convert new business opportunities within the IFA and wealth manager space. Drive fund and model portfolio inflows through strategic sales initiatives, roadshows, and presentations.
• Relationship Deepening: Build and maintain strong, trust-based relationships with IFAs and key distribution partners. Act as the primary contact for investment-related queries and performance insights.
• Technical Expertise: Demonstrate a deep understanding of financial markets, investment strategies, and portfolio construction. You will present our investment philosophy, process, and performance with clarity and confidence.
• Advisor Onboarding: Self-source and onboard new IFAs, converting them into active supporters and brand ambassadors.
• Compliance & Service: Adhere to compliance policies and uphold brand standards. Deliver proactive, innovative service that exceeds client expectations.

Qualifications & Experience

• Certified Financial Planner® (CFP®) designation.
• Bachelor of Commerce (BCom) degree (or equivalent tertiary qualification).
• A post-graduate Financial Planning Qualification (or equivalent).

Experience

Proven distribution experience with any of the following product types will be a significant advantage:

• Unit Trusts
• Investment Platforms
• Model Portfolios
• Bespoke Portfolios