Private Wealth Growth Strategist

Sanlam; Cape Town; On-site; ZAR 850,000 - 1,100,000; Full time

Job summary

Sanlam Private Wealth in Cape Town seeks a driven business development professional to attract new business and grow the intermediary network for high-net-worth clients. You will collaborate with portfolio managers and Sanlam Connect Advisers to expand reach and ensure profitable sales in line with targets.

The role requires strong relationship-building, presentation skills, and a proven sales track record within a distribution environment.

Qualifications

• Minimum five years’ experience in a distribution environment.
• Proven sales-related success and track record.
• Valid driver's license and own reliable vehicle.

Responsibilities

• Attract new business and increase retention of existing clients in the intermediated and direct client space.
• Source and introduce new Intermediaries to Sanlam Private Wealth for portfolio managers to manage.
• Ensure profitable annual sales and monthly targets are met.
• Further develop and grow the regional business from Sanlam Connect Advisers and Brokers.
• Implement an Intermediary support model to Sanlam Private Wealth, the intermediary and the various Sanlam Group providers.
• Train and develop the Intermediary and Intermediary support staff.
• Be present at all strategic meetings and gatherings where regional presence is required.
• Support marketing efforts and events.
• Participate in client value proposition implementation.
• Facilitate or identify intermediary needs and developing a profitable practice for HNW and UHNW clients.
• Coordinate and maintain effective SLA’s with all relevant stakeholders.
• Ensure adherence to all regulatory requirements.
• Train and facilitate the use of Sanlam Private Wealth’s digital strategy and tools.

Skills

Relationship management

Sales

Intermediary networks

Presentation skills

Negotiation

Education

Relevant financial/investment tertiary qualification

Job description

Sanlam Private Wealth in Cape Town seeks a driven business development professional to attract new business and grow the intermediary network for high-net-worth clients. You will collaborate with portfolio managers and Sanlam Connect Advisers to expand reach and ensure profitable sales in line with targets.

The role requires strong relationship-building, presentation skills, and a proven sales track record within a distribution environment.