Our client is a top performing Asset Management business that has gathered excellent momentum in recent years building their AUM to enviable levels. This success has been due to an excellent and stable investment team, good performance and a compelling product range. Their business development team has grown proportionately, as such, there is a new position to join the business at a perfect time, to enjoy the wave of success flowing in their direction.
The Role
The Business Development Manager (BDM) will be responsible for driving client and asset growth across
the company’s product range by developing strong relationships with financial advisers, wealth managers, multi
managers, DFMs and platforms.
The role requires a proactive, professional individual with exceptional communication skills, deep
investment knowledge, and a proven track record of raising assets in the South African investment industry.
Key Responsibilities:
• Business Development & Relationship Management
• Grow assets under management (AUM) within the Gauteng region.
• Build, maintain, and deepen relationships with:
o Independent financial advisers (IFAs);
o Wealth Managers & Private Client advisers;
o DFMs & Multi-Managers;
o Platforms and discretionary fund managers.
• Conduct regular client events, meetings, presentations, and investment updates.
Sales Strategy & Execution
• Develop and execute a regional sales strategy aligned with the company’s growth objectives.
• Identify new business opportunities and pipeline prospects.
• Track activities, manage pipeline, and report progress to the business development head.
Product Knowledge & Technical Competency
• Maintain in-depth understanding of the company’s unit trusts, hedge funds, offshore strategies, and
segregated mandates.
• Explain performance drivers clearly and confidently to sophisticated investors.
• Work closely with portfolio managers to stay updated on portfolios, positioning, and strategy
developments.
• Marketing & Events
• Represent the company at industry events, conferences, and client functions.
• Support in organising regional client events, webinars, and roadshows.
• Operational Excellence
• Ensure that all CRM/BD reporting is accurate and up to date.
• Adhere to Treating Customers Fairly (TCF) principles and all compliance standards.
Qualifications:
• Relevant bachelor’s degree in finance, Economics, Investments or Business Management.
• CFP qualification. (advantageous)
Experience:
• Minimum of 5 years’ experience in business development or distribution within asset management or
wealth management.
• Demonstrated track record of raising assets and managing high-value adviser/wealth manager relationships.
• Experience selling multi-asset, equity, hedge fund, and fixed-income strategies.
• Existing relationships and networks in Gauteng.
Skills & Competencies:
• Strong understanding of financial markets and investment products.
• Excellent presentation and communication abilities.
• Highly professional, confident, and able to engage with sophisticated clients.
• Strong organisational skills with the ability to manage pipeline effectively.
• Self-motivated, entrepreneurial mindset, and able to work independently.
• High integrity and alignment with the company’s values and client-centric culture.
Location & Travel
• Based in Gauteng.
• Travel within the region for adviser meetings, presentations, and events.
To apply for this role please send your CV to operations@asearch.co.za
To apply for this job email your details to operations@asearch.co.za