Investment Client Growth Manager – Cape Town

Brokstock Sa; Cape Town; On-site; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Performance bonus

Commission on revenue

Career growth opportunities

Office-based in Cape Town

Job summary

BROKSTOCK, a South African investment app, seeks a seasoned Business Development Manager to engage clients, conduct meetings, and drive onboarding. You will build long-term relationships with affluent clients and manage expectations with a professional, consultative approach in a client-facing role.

Office-based in Cape Town, you will engage both in-office and off-site meetings, grow existing relationships, and Upsell investment solutions within guidelines while coordinating with support and

Qualifications

• 3–5+ years of experience in a sales or client-facing role (investments, finance, wealth management, or banking preferred).
• Proven experience conducting face-to-face and off-site client meetings.
• Strong negotiation and relationship-building skills.
• Solid understanding of basic investment instruments and market principles.
• English — professional working proficiency.

Responsibilities

• Engage with clients through in-person and off-site meetings to grow relationships.
• Onboard new clients and clearly explain the platform and investment solutions.
• Guide clients through their onboarding journey and maintain ongoing engagement.
• Maintain CRM records, prepare meeting summaries, and coordinate with teams.
• Deliver high-quality client service and manage expectations.

Skills

Client meetings

Negotiation

Relationship building

Investments basics

Tools

CRM software

Job description

BROKSTOCK, a South African investment app, seeks a seasoned Business Development Manager to engage clients, conduct meetings, and drive onboarding. You will build long-term relationships with affluent clients and manage expectations with a professional, consultative approach in a client-facing role.

Office-based in Cape Town, you will engage both in-office and off-site meetings, grow existing relationships, and Upsell investment solutions within guidelines while coordinating with support and