Institutional Client Services – Business Development

Oasis Crescent; Wes-Kaap; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A leading investment firm in South Africa is seeking a strategic professional to manage institutional client relationships and drive business growth. This role requires an MBA, actuarial qualifications, and 3–5 years of relevant experience. The ideal candidate will possess strong presentation skills, a deep understanding of investment products, and the ability to engage with top executives. Competitive compensation and opportunities for professional growth are offered.

Benefits

Professional growth opportunities

Collaborative culture

Performance-based rewards

Ethical investing focus

Qualifications

• 3–5 years of post-qualification experience in institutional business development, actuarial consulting, or investment management.
• Solid understanding of investment products, asset allocation, and retirement fund regulations.
• Proven ability to influence and engage with C-suite, boards, and trustees.

Responsibilities

• Develop and manage long-term relationships with institutional clients.
• Identify, pursue, and convert new business opportunities.
• Prepare and deliver compelling presentations to stakeholders.
• Monitor market trends and regulatory developments.

Skills

Institutional client management and sales expertise

Deep understanding of regulatory frameworks

Strong analytical, reporting, and data management capabilities

Digital fluency

Education

MBA from an accredited institution

Actuarial qualification (e.g. FASSA or equivalent)

CFA preferred

RE5 certification advantageous

Job description

We are looking for a strategic and client-focused professional with a strong background in investment management, actuarial science, and business development. This is a high-impact role that will drive the growth of our institutional client base and support the delivery of tailored investment solutions.

Key Responsibilities

• Develop and manage long-term relationships with institutional clients (pension funds, insurers, corporates).
• Identify, pursue, and convert new business opportunities within the institutional market.
• Collaborate with internal teams to develop customised investment proposals and product solutions.
• Prepare and deliver compelling presentations to trustees, investment committees, and executives.
• Monitor market trends, competitor activity, and regulatory developments to inform strategic positioning.

Requirements

• MBA from an accredited institution
• Actuarial qualification (e.g. FASSA or equivalent)
• CFA preferred
• RE5 certification advantageous
• 3–5 years of post-qualification experience in institutional business development, actuarial consulting, or investment management.
• Solid understanding of investment products, asset allocation, and retirement fund regulations.
• Proven ability to influence and engage with C-suite, boards, and trustees.
• Strong presentation, analytical, and communication skills.

Skills

• Institutional client management and sales expertise
• Deep understanding of regulatory frameworks (e.g., Reg 28, FAIS, POPIA, MiFID II)
• Exposure to global markets and multi-jurisdictional reporting
• Strong analytical, reporting, and data management capabilities
• Digital fluency (CRM systems, client reporting tools, performance platforms)

Why Join Oasis?

• Be part of a values-driven firm with a global presence and local impact.
• Work alongside top-tier professionals in a collaborative and high-performance culture.
• Access to professional growth and meaningful career development.
• Drive impact through ethical investing, ESG integration, and sustainable value creation
• Competitive compensation and performance-based rewards.

We are driven by innovation, integrity, and a commitment to sustainable long-term value creation.