Our Client in the Finance industry is looking to employ a Business Development Manager to their team based in Gauteng, Sandhurst.

Requirements:

• Appropriate tertiary qualification (bachelor’s degree in commerce, financial planning, Finance, Investments preferable)
• Preferred 1-3 years’ experience in the Financial Services Industry.
• CFP status will be advantageous.

Responsibilities:

• Core part of the role’s responsibilities is to alleviate production pressures that Regional BDM’s experience.
• Execute The Company's endorsed financial plans and annual reviews on behalf of the senior BDM and with the Advisors.
• Assist BDM’s or Financial Advisors with virtual client support when needed.
• Help develop and upskill individuals to fully understand the endorsed advice process.
• Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each
• Advisors client database with the senior BDM. This includes high level investment analysis.
• Serve as a liaison between other external BDM’s and The Company's Regional BDM’s to streamlined communication.
• Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies. Compare practices against one another to harness efficiencies and best practices.
• Track usage of endorsed advice process adoption.
• Identify and drive better results within the endorsed advice process where necessary.
• Set personal goals for the year and ensure that personal training and development takes place.
• Tracking alignment to further potential growth opportunities within The Company.