Drive growth of retail investment business by managing and expanding a portfolio of financial intermediaries
Develop new intermediary relationships and support existing ones through training, marketing, and strategic initiatives
Ensure sales targets are met and regulatory compliance is maintained
Lead intermediary support efforts and coordinate with internal stakeholders
Manage a Business Development Coordinator and contribute to regional strategy execution

Skills & Experience:
Proven sales success in financial distribution
Strong relationship-building and leadership abilities
Technical knowledge of retail investments
Effective communication and presentation
Entrepreneurial and innovative thinking
Ability to train and support intermediaries

Qualification:
Degree in Finance
Honors preferred
 
 
Contact CLARISSA VIRET on 021 418 1750, quoting the Ref: CFA020794
 
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If you have not had any response in two weeks, please consider your application unsuccessful. Your profile will be kept on our database and we will connect with you with any other suitable roles or positions.

Key Responsibilities:
Manage and grow a portfolio of specialised investment intermediaries
Source and onboard new intermediaries to expand market reach
Retain and grow existing investment business across local, international, structured, and guaranteed products.
Achieve monthly and annual sales targets through proactive portfolio management
Build and maintain strong relationships with intermediaries, broker networks, and independent financial advisors.
Collaborate with internal stakeholders to ensure seamless service delivery and support
Implement a structured intermediary support model to enhance engagement and efficiency
Educate intermediaries and their support staff on investment products, platforms, and digital tools
Facilitate training sessions to promote the use of digital systems and enhance product knowledge
Identify and address intermediary needs related to technical support, reporting, and business development
Drive participation in investment campaigns and product launches
Deliver presentations and support product implementation initiatives
Provide accurate and timely information on products, funds, and services to intermediaries
Ensure all intermediary activities comply with relevant regulations (FAIS, FICA, POPIA)
Maintain accurate records and adhere to internal compliance standards
Coordinate with internal teams to maintain service level agreements (SLAs)
Act as a liaison between intermediaries and product/service providers to resolve issues and enhance service delivery

Job Experience and Skills Required:
Relevant financial/investment qualification (Honours level preferred)
Certified Financial Planner (CFP)
FAIS exam advantageous
Minimum 5 years in financial distribution (LISP or investment management experience preferred)
Proven success in intermediary development and sales
Strong technical knowledge of retail investments
Valid driver’s license and own reliable vehicle

Key Competencies
Client-centric with strong relationship-building skills
Resilient, results-driven, and collaborative
Excellent communication and presentation abilities
Entrepreneurial mindset with problem-solving capabilities
Confident, persuasive, and self-motivated
 
Apply now!
 
For more exciting Finance vacancies, please visit: www.********.co.za
 
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information, contact:
Bianca Langenhoven
Recruitment Consultant
 
Connect with me on email *****@*****.co.za LinkedIn! www.********.co.za