Description:
Hire Resolve's client, a leading wealth management firm, is seeking a Business Development Manager (BDM) to join their dynamic team in Cape Town. The BDM will play a key role in supporting the Advisory Sales Executive (ASE) to drive revenue growth within a designated group of financial advisors. This position focuses on executing strategic initiatives, leveraging cutting-edge technology, expanding the client base, and recruiting and integrating new advisors into the firm. If you have a passion for business development, relationship management, and growing the financial advisory sector, this opportunity is for you!Responsibilities
- Support the Advisory Sales Executive (ASE) in driving revenue growth and advisor recruitment.
- Manage a focus list of 25 advisors , ensuring a 12.5% annual revenue growth through strategic initiatives.
- Recruit seven new advisors annually who meet specific profile criteria.
- Implement Group-related initiatives such as cross-selling, AUA conversion, and GC margin improvement.
- Ensure advisors actively use Connect, Marketplace, and Connect to enhance client engagement and portfolio management.
- Provide performance feedback and improvement strategies to advisors.
- Develop business development plans aligned with company growth objectives.
- Conduct and share market analysis insights to guide decision-making.
- Maintain strong relationships with advisors to ensure loyalty and alignment with firm objectives.
- Address advisor needs and provide solutions for retention and satisfaction.
- Facilitate training and workshops on Connect, Marketplace, and Connect for advisors.
- Represent the company at sales events to enhance brand visibility and attract advisors.
- Monitor and report sales performance data , adjusting strategies for revenue growth.
- Evaluate the impact of technology tools on advisor performance and recommend improvements.
Requirements
- Bachelor’s degree in Finance, Marketing, Business Administration, Sales, or a related field.
- RE 1 and RE 5 (Advantageous).
- Diploma in Financial Planning or CFP Certification (Advantageous).
- Minimum 5 years in financial services, focusing on sales, business development, or advisor management .
- Fluent in Afrikaans & English
- Proven experience in driving revenue growth and managing client relationships.
- Strong analytical, strategic thinking, and communication skills .
- Proficiency in CRM systems, Microsoft Office, and other business-related software .
- Results-oriented, independent worker with adaptability to market changes.
- Professional, ambitious, and motivated by performance-based incentives
Benefits
- Market-related salary
-
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Business Development Manager" as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
Requirements:
- Support the Advisory Sales Executive (ASE) in driving revenue growth and advisor recruitment.
- Manage a focus list of 25 advisors , ensuring a 12.5% annual revenue growth through strategic initiatives.
- Recruit seven new advisors annually who meet specific profile criteria.
- Implement Group-related initiatives such as cross-selling, AUA conversion, and GC margin improvement.
- Ensure advisors actively use Connect, Marketplace, and Connect to enhance client engagement and portfolio management.
- Provide performance feedback and improvement strategies to advisors.
- Develop business development plans aligned with company growth objectives.
- Conduct and share market analysis insights to guide decision-making.
- Maintain strong relationships with advisors to ensure loyalty and alignment with firm objectives.
- Address advisor needs and provide solutions for retention and satisfaction.
- Facilitate training and workshops on Connect, Marketplace, and Connect for advisors.
- Represent the company at sales events to enhance brand visibility and attract advisors.
- Monitor and report sales performance data , adjusting strategies for revenue growth.
- Evaluate the impact of technology tools on advisor performance and recommend improvements.
- Bachelor’s degree in Finance, Marketing, Business Administration, Sales, or a related field.
- RE 1 and RE 5 (Advantageous).
- Diploma in Financial Planning or CFP Certification (Advantageous).
- Minimum 5 years in financial services, focusing on sales, business development, or advisor management .
- Fluent in Afrikaans & English
- Proven experience in driving revenue growth and managing client relationships.
- Strong analytical, strategic thinking, and communication skills .
- Proficiency in CRM systems, Microsoft Office, and other business-related software .
- Results-oriented, independent worker with adaptability to market changes.
- Professional, ambitious, and motivated by performance-based incentives
- Market-related salary
-
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Business Development Manager" as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " Business Development Manager" as your subject line when applying via email
10 Mar 2025;
from:
careers24.com