Our Purpose and our Mission
We help global investors focus on investing and preserving capital in a sustainable and compliant manner.
We are a trusted partner providing high quality personalized investor services.
We help our clients and the sector to stay compliant.
We act as a guardian and facilitate our client’s investments.
Our people invest the t...
Read more about this company
The Sales Director is responsible for identifying, sourcing and developing sales leads for offshore private wealth planning solutions required by South African ultra-high net worth individuals, asset owners and/or family offices based in and outside of South Africa (with a South African nexus), working closely with the IQ-EQ offshore teams and primary relationship leads, to ensure maximum conversion of prospects, that will be serviced from our Crown Dependencies of Jersey, Guernsey and Isle of Man.
What You’ll Do
You lead the South Africa sales strategy for Crown Dependencies, driving growth by acquiring and retaining UHNW clients, family offices, and intermediaries.
You build and expand networks of key intermediaries, generate new business opportunities, and maintain a strong personal pipeline to achieve revenue and sales targets.
You collaborate closely with internal teams, ensuring pipeline conversion, client satisfaction, and alignment with IQ‑EQ products, pricing, and regulatory requirements.
You act as a market ambassador, raising IQ‑EQ’s profile through events, thought leadership, articles, presentations, and participation in industry forums.
You develop and execute business plans, monitor market trends, identify new opportunities, and continuously upskill yourself to stay ahead in wealth planning and private fund solutions.
What We Offer
Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
Annual leave: our employees are entitled to 25 days paid leave plus all South Africa public holidays
Enhanced maternity and paternity, including shared parental leave and adoption leave
Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
Qualifications
Excellent and proven sales and negotiating skills
Excellent private wealth knowledge, including offshore wealth planning solutions
Personal qualities of integrity, credibility and commitment to the mission and values of IQ‑EQ
Excellent inspirational and motivational skills
Strong initiative, drive and enthusiasm
Good IT, budgeting and reporting skills
Excellent written and verbal communication skills
At least 3 years of relevant experience in leadership, technical, or sales roles
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