Western Cape IFA & Investor Growth Lead

The Recruitment Council; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An innovative firm is looking for a Business Development Manager to spearhead growth in the Western Cape retail investment sector. This pivotal role focuses on expanding brand presence and fostering engagement within the investment community. You'll be responsible for building strong relationships with IFAs, Wealth Managers, and Family Offices, while also enhancing client satisfaction and retention. If you have a passion for financial services and a proven track record in sales, this is an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• 2-3 years of sales experience in the financial industry with a proven track record.
• Ideally holds a finance-related qualification such as CFP or CFA.

Responsibilities

• Drive growth in the retail investor/IFA market by establishing new investor sources.
• Build and maintain profitable relationships with IFAs and Wealth Managers.

Skills

Sales experience in financial industry

Relationship building

Negotiating skills

Communication skills

Attention to detail

Presentation skills

Stress management

Education

CFP/CFA/CAIA/Investment Honours

Finance-related qualification

Job description

An innovative firm is looking for a Business Development Manager to spearhead growth in the Western Cape retail investment sector. This pivotal role focuses on expanding brand presence and fostering engagement within the investment community. You'll be responsible for building strong relationships with IFAs, Wealth Managers, and Family Offices, while also enhancing client satisfaction and retention. If you have a passion for financial services and a proven track record in sales, this is an exciting opportunity to make a significant impact in a dynamic environment.