Distribution Sales Manager | Pretoria

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

Job summary

A premier Investment Management Firm in Pretoria seeks a Distribution Sales Manager to drive business growth within the Independent Financial Advisor and wealth manager market. This role requires combining high-level sales execution with deep investment knowledge to expand the firm’s market presence. Candidates should possess a CFP® designation, a BCom degree, and experience with Unit Trusts or Investment Platforms.

Qualifications

• Proven distribution experience with Unit Trusts, Investment Platforms, Model Portfolios, or Bespoke Portfolios.
• Ability to build strong client relationships and self-source new IFAs.

Responsibilities

• Identify and convert new business opportunities within the IFA and wealth manager space.
• Build and maintain trust-based relationships with IFAs and distribution partners.
• Present investment strategies and performance insights clearly.

Skills

Client-centric leadership

Sales execution

Technical investment knowledge

Relationship building

Compliance adherence

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