Description:
Our client in the financial sector based in Johannesburg (Sandton), is currently looking to employ an experienced Business Development / Sales and Marketing Manager (Investments and Wealth Management).
An awesome career opportunity awaits.
Requirements:
A bachelor’s degree, or similar, in Commerce, Finance, Investment Management or Sales and Marketing. Experience in the financial services industry is a pre-requisite with 5 years min experience. Any other formal commercial and marketing qualification and/or certificates will be helpful. Business Development and Sales led Marketing Experience – Mid Management level. Financial Services (Investments & Advisory/Wealth Management). Client Experience Marketing, Sales Led Activation, Digital Marketing, and Communication. A relevant tertiary qualification is required with a commerce degree being a pre-requisite. (B Comm). A qualification in Financial Planning or Investment Asset Management (CFP OR CFA) is a distinct advantage. Appropriate tertiary qualification such as that of a B. Comm or similar. Experience in Financial Planning (Certified Financial Planner would be a benefit).
Responsibilities and Expectations:
Developing, activating, and executing on BDM resources, targets, and strategies. Identify business development opportunities across Advisor practices. Driving and coordinating programmers to enable Advisor Partners to convert their businesses into the desired approved models and solutions. Growing AUM across the Partnerships. Manage the alignment and expectation management with the regional Partner Directors. Identifying and developing client opportunities in practices by looking at opportunities in each Advisors client database. Drive business development marketing activation including events and communication. Formulate marketing and sales strategies to achieve defined targets. Ownership and scheduling of activation events (with Marketing) designed to stimulate AUM growth in regions to clients and referral base and co-ordinate with Regional PD’s for Partnership Buy-in and Client Invite process. Put into place programs for training and development of BDM’s to enhance skills to improve adoption of our Approved Advice Programs. Serve as the custodian of the company solutions in support of our approved advice framework. Set Annual Advisory model and BDM budgets. Set incentives to drive adoption of Approved Models. Lead the annual Marketing Activation Calendar. Lead the Communications objectives to enable commercial objectives. Manage BDM’s to Production objecti...
23 Jan 2023;
from:
gumtree.co.za