Investment Intermediary Growth Lead

Srg Financial Placements; Durban; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Srg Financial Placements invites an experienced Business Development Manager to join our client in Rosebank, with responsibilities across Johannesburg and surrounding areas. The role focuses on sourcing, developing, and maintaining an intermediary portfolio while driving market share for retail investment solutions.

The ideal candidate has 8–10 years in financial distribution, a strong track record with IFAs, and deep knowledge of retail investments.

Qualifications

• 8 to 10 years of experience in a financial distribution environment.
• Proven track record in supporting and developing Independent Financial Adviser (IFA) practices.
• Deep technical knowledge of retail investments and the retail investment industry.
• FAIS RE exam completion is advantageous.

Responsibilities

• Service an existing Intermediary client base.
• Source and introduce new Intermediaries to our clients platform.
• Support and collaborate with relevant Broker Corporate Businesses and Independent Intermediary businesses.
• Attract new business and increase the retention of existing investment business across Local, International, Structured, and Guaranteed Products.
• Directly grow and manage an Intermediary Portfolio to ensure profitable annual sales volumes and monthly targets are met.
• Ensure intermediaries adhere strictly to all regulatory requirements (e.g., FAIS, FICA, POPIA).
• Develop and execute a comprehensive business plan covering sales volumes, investment education/training, marketing, client services, digital platform usage, and expanding the support base.
• Implement an effective Intermediary support model to facilitate seamless coordination between our client, brokers, and various product and service providers.
• Train, educate, and develop Intermediaries and their support staff on all investment solutions (Local, International, Structured Products, and Guaranteed Products).
• Facilitate the usage of digital strategy tools and e-initiatives.
• Supply accurate investment, product, fund, service, and investor information.
• Identify intermediary needs regarding technical information, technology, reporting, and building a profitable practice.
• Support investment projects, initiatives, and marketing campaigns.
• Participate in investment product implementations through presentations, product development input, and client service support.
• Coordinate and maintain effective Service Level Agreements (SLAs) with both internal and external stakeholders.

Skills

Sales

Relationship building

Presentation skills

Communication

Problem solving

Strategic thinking

Education

Honours-level financial qualification

Job description

Srg Financial Placements invites an experienced Business Development Manager to join our client in Rosebank, with responsibilities across Johannesburg and surrounding areas. The role focuses on sourcing, developing, and maintaining an intermediary portfolio while driving market share for retail investment solutions.

The ideal candidate has 8–10 years in financial distribution, a strong track record with IFAs, and deep knowledge of retail investments.