Specialist: Business Development Management-Investment JHB at Liberty Group South Africa

About The Role

This role creates the opportunity for the successful candidate to build strong relationships with a panel of Independent Wealth Managers (IWMs) by offering exceptional insights and customer service enabling INN8 to become the number 1 platform in the IWM’s business.  The successful candidate will be required to generate new platform business for INN8 and grow INN8’s market share.

The successful candidate will be a part of the INN8 team – a dynamic team that is passionate about people development, service delivery and business development.

Qualifications and Experience

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
• 1 - 2 years' experience in the following:
• Experience in a Financial Adviser firm or Investment Platform business is useful but not essential.
• Experience in delivering exceptional customer service.
• Experience in solving complex problems for customers (internal or external).
• Experience in building successful relationships and working collaboratively across departmental teams.
• Experience at working in a fast paced, proactive and delivery focused environments.

Duties and Responsibilities

• Development and successful execution of regional business plan and distribution strategy
• To attract quality and profitable new business from HNW IFA’s to the new INN8 platform
• To build deep relationships with advisers who want to be part of the INN8 tribe of advisers
• To develop successful implementation of adoption strategies to grow the INN8 platform
• Collect and record data on IFAs within your panel to ensure the business can make data driven, client centric decisions
• Development of internal and external relationships to help drive sales through our platform
• Regular reporting of progress on your sales strategy
• Continual self-development to ensure continual improvement in your role