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Central business development manager (12mth ftc)

Sandhurst
Business development manager
Posted: 20 June
Offer description

As the Central Business Development Manager you will be responsible for: - Centralised business development support to Financial Advisors to deliver our unique client experience. - Centralised support to other senior Regional Business Developers across South Africa to enable financial advisory practices. - Driving the company's endorsed advisory processes in practices, in particular endorsed tool usage and endorsed solution range. - Assist Regional Business Development Manager in growing Assets Under Management for each Financial Advisor. - Support general practice improvement across the Financial Advisor base, led by Partner Director. Responsibilities: - Core part of the role’s responsibilities is to alleviate production pressures that Regional BDM’s experience. - Execute the company's endorsed financial plans and annual reviews on behalf of the senior BDM and with the Advisors. - Assist BDM’s or Financial Advisors with virtual client support when needed. - Help develop and upskill individuals to fully understand the endorsed advice process. - Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each Advisors client database with the senior BDM. This includes high level investment analysis. - Serve as a liaison between other external BDM’s and ADW Regional BDM’s to streamlined communication. Usage statistics and management Information: - Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies. Compare practices against one another to harness efficiencies and best practices. - Track usage of endorsed advice process adoption. - Identify and drive better results within the endorsed advice process where necessary. Personal and Company Development: - Set personal goals for the year and ensure that personal training and development takes place. - Tracking alignment to further potential growth opportunities within ADW. Competencies: - Fulfilling operational responsibilities. - Good communication skills, both written and verbal. - High reporting standard. - High client service orientation. - Technical and IT proficient, need to be comfortable configuring systems and analysing data. - Ability to effectively influence and persuade others. - Strong interpersonal skills. - Emotional resilience. - Self - motivated to ensure personal and professional improvement. - Action orientated and takes initiative. - Computer literacy: Graduate level. Qualifications and Experience: - Appropriate tertiary qualification (Bachelor’s Degree in Commerce, Financial planning, Finance, Investments preferable). - Preferred 1-3 years’ experience in the Financial Services Industry. - CFP status will be advantageous. Only shortlisted candidates will be contacted

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