Our client is seeking a Business Development Manager to drive growth in the Western Cape retail investor/IFA market. This role will focus on expanding our brand presence and increasing engagement within the investment community.Key Objectives:Establish new sources for investor inflows from the IFA/adviser market.Build profitable relationships with IFAs, Wealth Managers, Family Offices, etc.Maintain and enhance the existing client base.Focus on client satisfaction.Responsibilities:Raising Assets from New IFAs, Wealth Managers, and Family Offices:Build trusting relationships through active and effective outward engagement.Ensure constant business development and manage a pipeline of opportunities:Attract new business and leads.Encourage additional investments from existing clients (cross and up-selling).Initiate further referrals from existing investors.Host prospecting events to support business inflows by building quality relationships.Asset Retention:Build and enhance relationships with the most valued investors through active engagement.Communication and Visibility:Continually evaluate and research effective communication channels.Schedule regular face-to-face meetings with investors and prospective investors.Arrange and host client functions.Attend networking events.Qualifications and Experience:Previous sales experience in the financial industry.Proven track record of securing new business (at least 2-3 years).Ability to service, close, and up-sell accounts.Existing network of Cape Town-based IFAs.Ideally holds a CFP/CFA/CAIA/Investment Honours or other finance-related qualification.Competencies and Personal Characteristics:Exceptional written and verbal communication skills.Attention to detail.Strong negotiating skills.Conceptual thinking ability.Effective presentation and writing skills.Aptitude for figures.Ability to function effectively under stress.Exceptional interpersonal skills.Service-oriented and personable.High energy level and self-starter.Displays integrity and honesty in all work-related interactions.Intelligent, quick thinker, stress-tolerant.Mature, confident, well-presented, and professional.Developed sense of duty, commitment, responsibility, and accountability.
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