Business Development Manager - Pretoria - CF Consulting

CF Consulting Pretoria

2 days ago

Description

Job Title: Investments Advisory Consultant

If you are an analytically-minded professional with a solid understanding of financial planning and experience working with Independent Financial Advisors, this role may be suitable for you.

The incumbent will play a pivotal role in expanding the network of independent advisors who subscribe to the investment proposition offered by the company.

About the Role

Grow the network of independent financial advisors who subscribe to the client's investment proposition.
Manage relationships with existing advisor clients by implementing the client's service model.
Develop and deliver a communication strategy and content to advisers, prospective advisor clients, and end clients.
Provide support to the network of advisors and their clients.
Deliver training on outcomes-based investment solutions, tools, and investment planning propositions.
Enhance the value and service proposition.
Develop marketing initiatives to build the company's brand.
Compile and maintain business development reports and databases.
Plan and coordinate advisor and client events.
Assist with ad-hoc presentations to financial advisors and clients.
Provide para-planning support to advisors on an as-needed basis.
Stay up-to-date with industry developments, including the regulatory environment.

Requirements

Bachelor of Commerce degree in investments, economics, or related field.
Chartered Financial Planner (CFP) certification would be advantageous.
Fluency in both English and Afrikaans.
At least 5 years of experience in the Financial Services industry, with significant engagement with Independent Advisors.
Afrikaans and English proficiency.
Basic understanding of:

Investment management theory and principles.
Investment analysis and valuation.
Portfolio construction.
Asset classes.
Collective Investment schemes.
Investment Products.
Investment Planning.
The financial advice industry.
Practice Management.
The regulatory environment for financial services.

Entrepreneurial mindset with skills in brand building.

Salary: $80,000 - $110,000 per annum

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