Strategic Investment Distribution Leader

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

Job summary

A premier Investment Management Firm in South Africa is seeking a Distribution Sales Manager to drive growth within their team. This role requires a certified financial planner with a strong understanding of the financial markets and the ability to build trust-based relationships with Independent Financial Advisors (IFAs). Responsibilities include developing new business, maintaining client relationships, and demonstrating deep investment knowledge. A bachelor’s degree and relevant qualifications are essential for this impactful position.

Qualifications

• Must hold a CFP® designation.
• Bachelor's degree or equivalent required.
• Post-graduate qualification in financial planning is preferred.

Responsibilities

• Identify and develop new business opportunities.
• Drive strategic sales initiatives and presentations.
• Build and maintain relationships with IFAs.
• Demonstrate technical investment knowledge.

Skills

Sales execution

Relationship management

Financial markets knowledge

Investment strategies

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 seeking a Distribution Sales Manager to drive growth within their team. This role requires a certified financial planner with a strong understanding of the financial markets and the ability to build trust-based relationships with Independent Financial Advisors (IFAs). Responsibilities include developing new business, maintaining client relationships, and demonstrating deep investment knowledge. A bachelor’s degree and relevant qualifications are essential for this impactful position.