Business Development Manager - Wealth Mgt, Winelands

Business Development Manager - Wealth Mgt, WinelandsEntrepreneurial Wealth Mgt Business seeks driven, proactive and professional indiv.
Pivotal role to generate business for Securities and Asset Mgt plus Wealth offerings.
Use your network of IFAs and institutional investors in the Winelands region including Stellenbosch, Paarl and Somerset West.
Exciting opportunity.
Main ResponsibilitiesPromote and distribute Securities and Asset Mgt solutions plus Wealth offerings.Build strong relationships with Corporate clients.Develop great relationships with Financial Advisers (IFA's).Formulate and implement strategic plan to enhance clients experience and drive sales.Assist and drive marketing initiatives/campaigns.Cross sell products and solutions.Assist the head with strategic planning initiatives.Achieve monthly sales targets.Maintain CRM database.Compile informative reports.Interact with clients on a regular basis.
Exceed expectations.Provide excellent client service.Qualifications and ExperienceBCom degree or equivalent.
CFA or CFP an adv.10 to 15 years in Business Development within Wealth / Securities / Asset Mgt in the Winelands.IFA distribution exp ess.Should you be interested in this great opportunity:Please submit your CV via the link.
You will be directed to our database, Ditto.For queries, contact Bev at SET on 082 495 8595.No WhatsApp CVs can be accepted.