A private wealth advisory firm in South Africa is looking for a dedicated individual to lead business development and client engagement. Candidates should have 5-10 years of experience in financial services, particularly in business development and process optimisation. The role requires strong communication and analytical skills, as well as a degree in business or finance. This position offers an opportunity to drive strategic growth within the firm and enhance client relationships.
Qualifications
5–10 years’ experience in wealth management or financial services.
Experience in business development and pipeline management.
Strong operational and process optimisation skills.
Responsibilities
Drive sustainable business growth through client acquisition.
Develop and manage the business growth strategy.
Enhance operational scalability to support growth.
Skills
Business development
Client relationship management
Operational process optimisation
Analytical skills
Strong communication skills
Education
Degree in business, finance, or marketing
CFA or CFP qualification
Tools
CRM systems
Job description
A private wealth advisory firm in South Africa is looking for a dedicated individual to lead business development and client engagement. Candidates should have 5-10 years of experience in financial services, particularly in business development and process optimisation. The role requires strong communication and analytical skills, as well as a degree in business or finance. This position offers an opportunity to drive strategic growth within the firm and enhance client relationships.