Job Details
Job Description
Responsibilities
Revenue Growth
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.
Strategic Planning & Market Analysis
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.
Advisor Relationship Management
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.
Training & Development
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.
Event Participation & Networking
Represent the company at sales and networking events alongside the ASE.
Leverage events to strengthen relationships, gather insights, and attract potential advisors.
Performance Measurement
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.
Requirements
- 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.
Competencies
Critical Competencies
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.
Core Competencies
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.
Benefits
- 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: [email protected]
- 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