About the position
The Opportunity In This Role What The Role Requires Current titles that may apply: Investment Consultant, Retail Business Consultant, Partner Relationship Specialist, Specialist Investment Consultant, Investment Specialist, Junior or Associate BDM. On Offer Next Steps Thank you for your interest.
This Business Development Manager role is responsible for growing assets under management and net flows through the IFA channel in Gauteng, with direct access to the owners and the portfolio manager.
- Develop and run a business development plan for the independent financial adviser market
- Identify, approach and sign new independent financial advisers to the fund range
- Grow assets under management and net flows from advisers in the territory
- Retain and increase business from advisers already invested in the funds
- Present the investment philosophy, funds and solutions at adviser meetings, roadshows and industry events
- Report on adviser activity, pipeline, expected flows and converted business through the CRM
- 4 to 8 years in financial services, including 2 to 4 years in business development or sales to independent financial advisers
- An existing network of independent financial advisers
- A record of meeting new-business, net-flow or asset-growth targets
- Working knowledge of collective investment schemes, multi-asset funds, offshore investments and LISP platforms
- Regular presentations to independent financial advisers
- RE5 (essential)
- South African citizen
- Basic salary negotiable based on experience, R60 000 to R65 000 per month
- Performance incentive: a percentage of the management fee on assets under management introduced, linked to AUM growth
- Exposure to local and offshore investments
To apply, click "Apply Now". Each application is reviewed against the brief, and shortlisted applicants will be contacted directly. Applicants who have not been contacted within 30 days should consider their application unsuccessful on this occasion.
Desired Skills:
- Unit Trusts
- Asset Management
- New Business Development
- Investment Management
- RE5
Desired Qualification Level:
- Degree
About The Employer:
An established, independent, owner-managed boutique asset manager in Sandton, offering a range of award-winning multi-manager unit trusts (funds of funds), each with a stated inflation-plus target, and bespoke local and offshore portfolios, distributed through independent financial advisers (IFAs).
Employer & Job Benefits:
- Performance Bonus
