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Business Development / Sales and Marketing Manager
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1 year ago1143 views
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General Details
Location:
Advertised By:Agency
Company Name:Headhunters
Job Type:Full-Time
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...
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Id Subtitle 1180542350
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Headhunters
Selling for 2+ years
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Business Consultant
Position: Full time, Hybrid (Office based)
Location: Johannesburg
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions
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