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South Africa: Central Business Development Manager (12mth FTC)

South Africa: Central Business Development Manager (12mth FTC)

Posted on 2025-06-18 00:00:00

Employer Unspecified
Category Accounting / Finance
Location ZA  / South Africa

Job Summary

Responsibilities: – Core part of the roles responsibilities is to alleviate production pressures that Regional BDMs experience. – Execute the company’s endorsed financial plans and annual reviews on behalf of the senior BDM and with the Advisors. – Assist BDMs 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 BDMs and ADW Regional BDMs to streamlined communication. Usage statistics and management Information: – 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. Personal and Company Development: – Set personal goals for the year and ensure that personal training and development takes place. – Tracking alignment to further potential growth opportunities within ADW. Competencies: – Fulfilling operational responsibilities. – Good communication skills, both written and verbal. – High reporting standard. – High client service orientation. – Technical and IT proficient, need to be comfortable configuring systems and analysing data. – Ability to effectively influence and persuade others. – Strong interpersonal skills. – Emotional resilience. – Self – motivated to ensure personal and professional improvement. – Action orientated and takes initiative. – Computer literacy: Graduate level. Qualifications and Experience: – Appropriate tertiary qualification (Bachelors Degree in Commerce, Financial planning, Finance, Investments preferable). – Preferred 1-3 years experience in the Financial Services Industry. – CFP status will be advantageous. Only shortlisted candidates will be contacted

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