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Distribution Sales Manager | Sandton

The Recruitment Council

Sandton

On-site

ZAR 600 000 - 900 000

Full time

30 days ago

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Job summary

A premier investment management firm in Sandton, South Africa is seeking a Distribution Sales Manager to drive business growth and build relationships with Independent Financial Advisors (IFAs) and wealth managers. The ideal candidate will have a strong sales background, a CFP® certification, and a deep understanding of financial markets. This permanent role offers an opportunity to significantly impact the firm's growth trajectory.

Qualifications

  • Proven distribution experience with Unit Trusts, Investment Platforms, Model Portfolios, or Bespoke Portfolios is a significant advantage.

Responsibilities

  • Identify, develop, and convert new business opportunities in the IFA and wealth manager space.
  • Build and maintain trust-based relationships with IFAs and key distribution partners.
  • Present investment philosophy and strategies clearly and confidently.

Skills

Sales execution
Relationship building
Technical investment knowledge

Education

Bachelor of Commerce (BCom) degree
Certified Financial Planner® (CFP®) designation
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
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