Director-Jobs in Südafrika

As the Central Business Development Manager you will be responsible for :

• Centralised business development support to Financial Advisors to deliver our unique client experience.
• Centralised support to other senior Regional Business Developers across South Africa to enable
• Driving the company's endorsed advisory processes in practices, in particular endorsed tool usage and endorsed solution range.
• Assist Regional Business Development Manager in growing Assets Under Management for each Financial Advisor.
• Support general practice improvement across the Financial Advisor base, led by Partner Director.

Responsibilities :

• Core part of the role’s responsibilities is to alleviate production pressures that Regional BDM’s experience.
• Execute the company's endorsed financial plans and annual reviews on behalf of the senior BDM and with the Advisors.
• Assist BDM’s or Financial Advisors with virtual client support when needed.
• Help develop and upskill individuals to fully understand the endorsed advice process.
• Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each Advisors client database with the senior BDM. This includes high level investment analysis.
• Serve as a liaison between other external BDM’s and ADW Regional BDM’s to streamlined communication.

Usage statistics and management Information :

• Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies. Compare practices against one another to harness efficiencies and best practices.
• Track usage of endorsed advice process adoption.
• Identify and drive better results within the endorsed advice process where necessary.

Personal and Company Development :

• Set personal goals for the year and ensure that personal training and development takes place.
• Tracking alignment to further potential growth opportunities within ADW.
• Fulfilling operational responsibilities.
• Good communication skills, both written and verbal.
• High reporting standard.
• High client service orientation.
• Technical and IT proficient, need to be comfortable configuring systems and analysing data.
• Ability to effectively influence and persuade others.
• Strong interpersonal skills.
• Emotional resilience.
• Self - motivated to ensure personal and professional improvement.
• Action orientated and takes initiative.

Qualifications and Experience :

• Appropriate tertiary qualification (Bachelor’s Degree in Commerce, Financial planning, Finance, Investments preferable).
• Preferred 1-3 years’ experience in the Financial Services Industry.
• CFP status will be advantageous.
• Only shortlisted candidates will be contacted