Business Development Manager - Wealth Mgt, Winelands

Business Development Manager - Wealth Management
Location: Winelands
Entrepreneurial Wealth Management Business seeks driven, proactive, and professional individuals. This is a pivotal role to generate business for Securities, Asset Management, and Wealth offerings. Utilize your network of IFAs and institutional investors in the Winelands region, including Stellenbosch, Paarl, and Somerset West. Exciting opportunity!
Main Responsibilities

Promote and distribute Securities and Asset Management solutions plus Wealth offerings.
Build strong relationships with Corporate clients.
Develop great relationships with Financial Advisers (IFAs).
Formulate and implement strategic plans to enhance client 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 Experience

BCom degree or equivalent.
CFA or CFP is advantageous.
10 to 15 years in Business Development within Wealth / Securities / Asset Management in the Winelands.
Experience in IFA distribution is essential.

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.
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