Investment Growth & Relationships Lead

Merchant West; KwaZulu-Natal; Vor Ort; ZAR 900.000 - 1.200.000; Vollzeit

Zusammenfassung

Merchant West is seeking a Business Development Manager – Investments to drive sales growth, expand client relationships, and promote the firm’s investment fund range. You will engage with financial advisers and institutions, align solutions with client needs, and deliver market insights from Durban with potential travel to other cities.

The role involves leadership in sales strategy, market analysis, and collaboration with internal teams to stay ahead of regulatory changes and client needs.

Qualifikationen

• Bachelor’s degree in Finance, Business, Economics, or related field.
• CFA/CFP or equivalent certification is advantageous.

Aufgaben

• Develop and implement a sales strategy to grow assets under management (AUM).
• Identify and pursue new business opportunities with financial advisers and institutional clients.
• Build and maintain relationships with clients, financial advisers and wealth managers.

Kenntnisse

Business development

Sales strategy

Investment product knowledge

Client relationship management

Prospecting & consultative selling

CRM management

Market analysis

Presentation & facilitation

Regulatory compliance awareness

Data analysis & reporting

Microsoft Office

Ausbildung

Bachelor’s degree in Finance/Business/Economics

CFA/ CFP or equivalent certification (advantage)

Tools

Salesforce

Jobbeschreibung

Merchant West is seeking a Business Development Manager – Investments to drive sales growth, expand client relationships, and promote the firm’s investment fund range. You will engage with financial advisers and institutions, align solutions with client needs, and deliver market insights from Durban with potential travel to other cities.

The role involves leadership in sales strategy, market analysis, and collaboration with internal teams to stay ahead of regulatory changes and client needs.