Sales Manager

Ninety One; Pretoria; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading investment management firm is seeking a candidate in Pretoria to manage relationships with Independent Financial Advisers (IFAs). The role requires a B Com or equivalent qualification, along with CFP/CFA or Registered Persons Exam. With 5 years of investment sales experience, the candidate will service existing clients and open new contracts while maintaining strong client relationships. This role demands a client-focused and collaborative approach, along with a good understanding of investment products.

Qualifications

• 5 years of platform or investment sales experience.
• Strong understanding of Ninety One IP products.
• Ability to build lasting client relationships.

Responsibilities

• Manage relationships with Independent Financial Advisers (IFAs).
• Service existing clients and acquire new contracts.
• Record meetings and notes on Sales Force.

Skills

Relationship management

Investment knowledge

Client-focused approach

Presentation skills

Education

B Com or equivalent qualification

CFP/CFA or Registered Persons Exam

Job description

About Ninety One:

Ninety One is South Africa’s largest investment manager and the only one with a global presence. The firm has 22 offices across 15 countries on five continents and manages R3.4 trillion of assets on behalf of clients (as at 30 Sept 2025).

Established in Cape Town in 1991 as part of the Investec Group, Ninety One demerged and rebranded in 2020, becoming an independent firm dual-listed in London and Johannesburg. Always an active manager, Ninety One today offers strategies across equities, fixed income, multi-asset and private markets to institutions, advisors and individual investors around the world.

About the team:

The IP Sales Team is a national team that understands that advisors have a fundamental role to play in making investors aware of their financial needs and assisting them to save in a disciplined way towards achieving their goals. That is why, as the leading financial advisor-focused investment platform in South Africa, our world revolves around partnering with advisors to create great investment outcomes for their clients. Our highly experienced team is nimble and dynamic, constantly exploring ways to add value and look after the interests of the independent financial advisor. The team has a strong client service ethic, offering a diverse set of skills that provides on-the-ground support to assist with the needs of an ever-changing industry. By leveraging off our greater business and through optimal use of data and technology, we aim to provide input into areas such as investment insights, practice management as well as legal and tax matters. Through collaboration in generating efficiencies, we can support our advisor practices to deliver the best financial planning outcomes for their clients.

In this role you will:

• Manage relationships focused mainly on the Independent Financial Advisers (IFA’s)
• Display good working knowledge of:
  • Ninety One IP Products (Investment Portfolio; Life Portfolio; Retirement Annuities; Preservation Funds; Living Annuities, Global Investment Portfolio and Life Portfolio)
  • Ninety One procedures; systems and processes regarding the placement of investments
  • Competitor offerings which include both product and pricing
  • Ninety One Funds (both locally and international) as well as competitor funds
  • Confident to present on the market and current investment environment both locally and international
• Be required to service the existing IFA clients and open new contracts for new IFA’s
• Establish new IP relationships
• Record meetings and meeting notes on Sales Force
• Attend sales meetings and SAUT monthly meetings
• Write quarterly assessments
• This position is based in Pretoria, however, travelling to outlying areas will be required from time to time

You should consider applying if you have:

• B Com or equivalent qualification
• CFP/CFA or Registered Persons Exam
• 5 year’s platform or investment sales experience

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• A strong belief in doing the right thing
• A client focused and collaborative approach
• Intellectual curiosity