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Strategic Distribution Sales Leader – Investments

The Recruitment Council

Centurion

On-site

ZAR 200 000 - 300 000

Full time

22 days ago

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Job summary

A premier Investment Management Firm in South Africa is looking for a Distribution Sales Manager to drive business growth and deepen relationships with Independent Financial Advisors. The ideal candidate will have a CFP® designation, a Bachelor of Commerce degree, and proven experience in the financial services industry. This role emphasizes strategic sales initiatives and requires technical expertise in investment solutions. Competitive compensation is offered.

Qualifications

  • Certified Financial Planner® designation is required.
  • Bachelor's degree or equivalent in commerce or finance.
  • Post-graduate qualification in financial planning is preferred.

Responsibilities

  • Identify and develop new business opportunities in the IFA space.
  • Build and maintain strong relationships with key distribution partners.
  • Demonstrate expertise in financial markets and investment strategies.
  • Self-source and onboard new IFAs.
  • Adhere to compliance policies and deliver exceptional service.

Skills

Sales execution
Client relationship management
Financial market knowledge
Investment strategy presentation

Education

Certified Financial Planner® (CFP®)
Bachelor of Commerce (BCom)
Post-graduate Financial Planning Qualification
Job description
A premier Investment Management Firm in South Africa is looking for a Distribution Sales Manager to drive business growth and deepen relationships with Independent Financial Advisors. The ideal candidate will have a CFP® designation, a Bachelor of Commerce degree, and proven experience in the financial services industry. This role emphasizes strategic sales initiatives and requires technical expertise in investment solutions. Competitive compensation is offered.
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