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  • Posted: Feb 8, 2022
    Deadline: Not specified
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    Sanlam Private Wealth, the private client wealth management business within the Sanlam Group, has been built from a small stockbroking firm to an integrated international wealth manager offering investment management, advisory, fiduciary and tax, stockbroking, online trading, art advisory and non-transactional banking services. With over 400 people across 23...
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    Business Development Manager - JHB Central

    Job Purpose    

    The business development manager (BDM) is often the first point of contact a new potential client will have with a business when they are seeking information on the products and services the company provides. They develop sales in new sales territories and retain their assigned existing clients.

    Formal Qualifications    

    1. Bachelor’s degree in business, marketing, or related field 
    2. Wealth Management NQF Level 5
    3. RE5
    4. RE1 – Added advantage

    Working Requirements and Knowledge    

    1. Managerial / Supervisory experience
    2. Minimum of 3 years’ experience in a sales or marketing leadership role within the insurance/financial services industry 
    3. Proficient in MS Office
    4. Ability to manage complex projects and multi-task
    5. Excellent organizational skills

    Key Responsibilities     

    1. Contacting potential clients to establish rapport and arrange meetings.
    2. Planning and overseeing new marketing initiatives.
    3. Researching organizations and individuals to find new opportunities. 
    4. Finding and developing new markets and improving sales.
    5. Attending conferences, meetings, and industry events.
    6. Developing goals for the development team and business growth and ensuring they are met.
    7. Recruitment of Financial Advisors.
    8. Training personnel and helping team members develop their skills. 
    9. Daily activity management of all Financial Advisors (FA’s) within the allocated Markets. 
    10. Ensure all Financial Advisors (FA’s) are compliant with FAIS Fit and Proper requirements.
    11. Create and maintain relationships with new and existing Market Stakeholders with support from the Market Management Team. 
    12. Approve all new business in line with stipulated new business controls of the business and requirements of the FAIS Act and related client regulations. 
    13. Always ensure administrative efficiency within the branch. 

    Behavioural Competencies, Skills and attributes    

    1. Problem solving
    2. Critical thinking
    3. Good analytical skills
    4. Good communication skills
    5. Strong motivation
    6. Strategic planning skills
    7. Time management skills
    8. Ability to work under pressure
    9. Accuracy and attention to detail
    10. Reliability in terms of adherence to deadlines
    11. Business and Finance understanding
    12. Proactive and disciplined
    13. Integrity and Ethical standards

    Our commitment to transformation

    Safrican is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  Safrican Employment Equity plan and targets will be considered as part of the selection process.

    Method of Application

    Interested and qualified? Go to Sanlam Private Wealth on careers.sanlamcloud.co.za to apply

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