Description:
Hire Resolve’s client, a prominent player in the wealth management industry, is looking for a dynamic and results-driven Business Development Manager (BDM) to join their team in either Pretoria or Cape Town . This exciting opportunity is ideal for a strategic thinker with a track record of boosting advisor performance, expanding client portfolios, and consistently meeting or exceeding growth targets. If you're passionate about driving success and making a measurable impact, this could be the perfect next step in your career.Responsibilities
Revenue Growth
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Collaborate with the ASE to drive annual revenue growth across a list of 25 advisors.
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Execute initiatives such as cross‑selling, AUA conversion, and Gross Contribution margin improvement.
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Promote active use of the firm’s digital platforms to enhance client engagement and portfolio management.
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Provide regular performance feedback and development support to advisors.
Strategic Planning & Market Analysis
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Assist in developing business development plans aligned with company objectives.
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Share market analysis insights to guide decision‑making and strategy adjustments.
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Coordinate marketing and product strategies to ensure alignment with market needs.
Advisor Relationship Management
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Build and maintain strong, strategic relationships with advisors.
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Address advisor needs by offering solutions that enhance satisfaction and retention.
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Identify and support opportunities to convert leads into long‑term partnerships.
Training & Development
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Support the ASE in delivering training on the firm’s digital platforms.
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Organize workshops and training sessions to equip advisors with the skills needed to meet revenue goals.
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Mentor advisors to foster continuous development and growth.
Event Participation & Networking
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Represent the company at sales and networking events alongside the ASE.
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Leverage events to strengthen relationships, gather insights, and attract potential advisors.
Performance Measurement
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Monitor and report sales performance data, recommending strategy adjustments as needed.
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Evaluate and suggest enhancements to the firm’s digital platforms based on advisor feedback and performance metrics.
Requirements
- Fluent in Afrikaans
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Bachelor’s degree in Finance, Marketing, Business Administration, or a related field.
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RE1 and RE5 certifications (advantageous)
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Diploma in Financial Planning / CFP (advantageous)
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Minimum 5 years in financial services, focusing on sales, business development, or advisor management.
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Proven track record of driving revenue growth and managing client relationships.
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Experience leveraging technology to enhance advisor performance.
Competencies
Critical Competencies
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Strong analytical and strategic thinking skills.
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Excellent interpersonal and communication abilities.
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Capacity to align initiatives with ASE’s long‑term strategies.
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Proficiency in CRM systems, Microsoft Office, and business software.
Core Competencies
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Results‑oriented with a focus on ASE objectives.
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Ability to work independently while aligning with ASE priorities.
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Adaptability to market changes and client needs.
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High level of professionalism and integrity. Personal Attributes
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Ambitious, proactive, and committed to achieving targets.
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Strong decision‑making and problem‑solving skills.
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Presentable and client‑centric, upholding the firm’s reputation.
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Motivated by performance‑based incentives and ASE‑aligned goals.
Benefits
- Market-related salary
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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:
-
Collaborate with the ASE to drive annual revenue growth across a list of 25 advisors.
-
Execute initiatives such as cross‑selling, AUA conversion, and Gross Contribution margin improvement.
-
Promote active use of the firm’s digital platforms to enhance client engagement and portfolio management.
-
Provide regular performance feedback and development support to advisors.
-
Assist in developing business development plans aligned with company objectives.
-
Share market analysis insights to guide decision‑making and strategy adjustments.
-
Coordinate marketing and product strategies to ensure alignment with market needs.
-
Build and maintain strong, strategic relationships with advisors.
-
Address advisor needs by offering solutions that enhance satisfaction and retention.
-
Identify and support opportunities to convert leads into long‑term partnerships.
-
Support the ASE in delivering training on the firm’s digital platforms.
-
Organize workshops and training sessions to equip advisors with the skills needed to meet revenue goals.
-
Mentor advisors to foster continuous development and growth.
-
Represent the company at sales and networking events alongside the ASE.
-
Leverage events to strengthen relationships, gather insights, and attract potential advisors.
-
Monitor and report sales performance data, recommending strategy adjustments as needed.
-
Evaluate and suggest enhancements to the firm’s digital platforms based on advisor feedback and performance metrics.
- Fluent in Afrikaans
-
Bachelor’s degree in Finance, Marketing, Business Administration, or a related field.
-
RE1 and RE5 certifications (advantageous)
-
Diploma in Financial Planning / CFP (advantageous)
-
Minimum 5 years in financial services, focusing on sales, business development, or advisor management.
-
Proven track record of driving revenue growth and managing client relationships.
-
Experience leveraging technology to enhance advisor performance.
-
Strong analytical and strategic thinking skills.
-
Excellent interpersonal and communication abilities.
-
Capacity to align initiatives with ASE’s long‑term strategies.
-
Proficiency in CRM systems, Microsoft Office, and business software.
-
Results‑oriented with a focus on ASE objectives.
-
Ability to work independently while aligning with ASE priorities.
-
Adaptability to market changes and client needs.
-
High level of professionalism and integrity. Personal Attributes
-
Ambitious, proactive, and committed to achieving targets.
-
Strong decision‑making and problem‑solving skills.
-
Presentable and client‑centric, upholding the firm’s reputation.
-
Motivated by performance‑based incentives and ASE‑aligned goals.
- 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