Strategic Distribution Lead: Grow IFA & Wealth AUM

The Recruitment Council; Pretoria; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A premier Investment Management Firm in Pretoria seeks a Distribution Sales Manager to drive business growth within the Independent Financial Advisor and wealth manager market. This role requires combining high-level sales execution with deep investment knowledge to expand the firm’s market presence. Candidates should possess a CFP® designation, a BCom degree, and experience with Unit Trusts or Investment Platforms.

Qualifications

• Proven distribution experience with Unit Trusts, Investment Platforms, Model Portfolios, or Bespoke Portfolios.
• Ability to build strong client relationships and self-source new IFAs.

Responsibilities

• Identify and convert new business opportunities within the IFA and wealth manager space.
• Build and maintain trust-based relationships with IFAs and distribution partners.
• Present investment strategies and performance insights clearly.

Skills

Client-centric leadership

Sales execution

Technical investment knowledge

Relationship building

Compliance adherence

Education

Certified Financial Planner® (CFP®)

Bachelor of Commerce (BCom)

Post-graduate Financial Planning Qualification

Job description

A premier Investment Management Firm in Pretoria seeks a Distribution Sales Manager to drive business growth within the Independent Financial Advisor and wealth manager market. This role requires combining high-level sales execution with deep investment knowledge to expand the firm’s market presence. Candidates should possess a CFP® designation, a BCom degree, and experience with Unit Trusts or Investment Platforms.