Business Development Manager - Wealth Mgt, Winelands

Business Development Manager - Wealth Management
Winelands Entrepreneurial Wealth Management Business seeks driven, proactive and professional individual. This is a pivotal role to generate business for Securities and Asset Management plus Wealth offerings. Utilize your network of IFAs and institutional investors in the Winelands region, including Stellenbosch, Paarl, and Somerset West. An exciting opportunity awaits!
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 (IFA's).
Formulate and implement a 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 Experience:
BCom degree or equivalent.
CFA or CFP is an advantage.
10 to 15 years in Business Development within Wealth/Securities/Asset Management in the Winelands.
IFA distribution experience 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.
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