Business Development Manager at DAV Professional Placement Group

Minimum Requirements:

Key Responsibilities

• Champion the promotion and distribution of securities, asset management, and complementary wealth solutions.
• Build and maintain robust relationships with corporate clients, financial advisers, and retail investors.
• Identify and pursue new business opportunities through market analysis, competitor benchmarking, and client insights.
• Design and implement regional sales strategies to grow market share and brand visibility.
• Collaborate with internal stakeholders marketing, product development, and leadership to deliver tailored client solutions.
• Host client presentations, workshops, and events to deepen engagement and showcase offerings.
• Provide strategic input into product innovation to ensure relevance and competitiveness.
• Develop and execute client experience strategies that drive satisfaction and sales performance.
• Support marketing campaigns and cross-sell complementary financial products.
• Contribute to strategic planning initiatives alongside divisional leadership.
• Consistently meet or exceed monthly sales targets.
• Maintain accurate records and pipeline tracking via CRM systems.
• Deliver insightful management reports to leadership on performance and market trends.

Minimum requirements

• Minimum 5 years’ experience in financial planning, business development, or relationship management within wealth management or financial services.
• Bachelor of Commerce or equivalent degree.
• CFA or CFP designation is advantageous.
• Demonstrated success in IFA distribution and client acquisition.
• In-depth knowledge of investment products, financial markets, and regulatory frameworks.
• Client-centric with exceptional service orientation and professional etiquette.
• Strong negotiation, presentation, and communication skills.
• Ability to influence and engage stakeholders across all levels.
• Analytical mindset with the ability to interpret financial data and market dynamics.
• Self-starter with an entrepreneurial spirit and a passion for growth.
• Strategic thinker with a proactive approach to problem-solving and innovation.