Job Description
The Strategic Business Development Executive (SBDE) is responsible for driving the
growth of our client by maximizing the potential of top-performing financial
advisors. This role focuses on developing and executing Value Creation Plans (VCPs)1
as the first priority, followed by strategic advisor recruitment. The SBDE is tasked
with achieving annual revenue growth targets, utilizing technology and ensuring continuous
professional development of advisors. Location: PRETORIA OR CAPE TOWN
Duties:
- Advisor Recruitment and Integration
- Value Creation Plans (VCPs)
- Technology Utilization
- Client Relationship Management
- Recognition and Incentive Programs
- Stakeholder Engagement
Requirements:
- Bachelors degree in Finance, Business Administration, or a related field.
- Postgraduate degree in management (advantageous).
- Postgraduate diploma in planning or Certified Financial Planner (CFP) (advantageous).
- Regulatory Exam 1 (RE 1) and Regulatory Exam 5 (RE 5) certifications (advantageous).
- Minimum of 15-20 years of relevant experience in financial services, with a strong focus on business development, advisor management, and sales leadership.
- Proven track record in developing VCPs for top-performing advisors and driving significant revenue growth.
- Experience in strategic recruitment, talent management, and successfully
- managing relationships with product providers
Benefits:
Very competitive CTC with benefits like PTO, Medical, Provident, etc.
Should you be interested in applying, please send your CV to: *****@*****.co.za today!
Use the subject Line: SBDE – Cape Town
Or you can connect with Gustav Vogel and Lidene Pienaar on LinkedIn!
Should you not hear from us within 3 days, please note that we will keep your CV on file instead for better suited opportunities.
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