Retail Investments Business Development Manager
Location: Tokai, Cape Town
Salary: Market related
Got a strong IFA network, a passion for investments and you’re ready to take charge of retail investment growth?
Is this you?
You have a solid understanding of the retail investment market. You have a knack for building long-lasting relationships and you’re eager to take ownership and drive the growth of an established investment brand.
What you’ll be doing (and why you’ll enjoy it)
As the Retail Business Development Manager, you will be responsible for expanding the footprint of the brand across the Western Cape. You’ll build and maintain relationships with a wide range of stakeholders, including IFAs, DFMs, Multi-Managers, and LISP platforms. Your role will involve marketing and distributing investment funds, providing exceptional service to clients, and taking the initiative to promote the brand within the retail investment market. You’ll also collaborate closely with the Institutional team to enhance the brand’s presence, while identifying partnership opportunities with other Fund Managers when appropriate. This is an exciting opportunity to work in a collaborative environment while driving growth and brand recognition in the region.
Where you’ll be doing it
Our client is a leading systematic investment manager that has established a strong reputation for delivering cutting-edge investment solutions. With a focus on innovation and a commitment to excellent service, they have earned a reputation as a trusted partner in the investment industry. The company’s culture is collaborative, forward-thinking, and growth-oriented, creating an ideal environment for professionals who are eager to advance their careers. You’ll be joining a team that values performance, accountability, and a client-first approach and you’ll be based in professional offices in Cape Town.
What you’ll need
To excel in this role, you should have a Commercial/Investment/Financial or Postgraduate qualification and ideally a CFA and/or CFP qualification, coupled with at least 3 years of experience in a business development or sales role within the retail investment market, with a well-established network of clients in Cape Town. You must have a solid understanding of the investment industry and its products, as well as a technical grasp of systematic investment management strategies. Strong relationship management, presentation, and communication skills are essential to succeed in this role.
What you’ll get
This is a fantastic opportunity to leverage your network and experience in a high-growth environment. You’ll receive competitive remuneration, a supportive work culture, and the opportunity to further develop your skills and expertise. With a focus on professional growth and career progression, you’ll have the resources and support needed to succeed and achieve your goals.
How to apply
For a confidential discussion please contact Claudette on (021) 035 1433 or send your CV to c.dupreez@thetalentexperts.co.za
We appreciate that your CV might not be fully up to date. No problem just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Applicant Consent
I agree to the processing of my personal data included in this application. I consent to the processing and retention of the personal information contained in my curriculum vitae or resume for the purposes of placements in future roles that become available.
I am aware that I have the right to withdraw consent at any time, and that I have agreed to the Privacy Policy. I agree to my information being shared with potential employers for the purposes of applications to available roles after discussions with a member of The Talent Experts.