Business Development Manager

Duties & Responsibilities

• Identify and develop new business opportunities within existing client portfolios and databases.
• Support Financial Advisors with prospecting, client engagement and business development activities.
• Develop and execute business development strategies to achieve growth objectives.
• Assist with client advisory plans and annual review processes.
• Identify opportunities to increase Assets Under Management and overall practice performance.
• Assist Financial Advisors with developing value propositions and pricing frameworks.
• Monitor practice performance, system usage and management information to identify areas for improvement.
• Analyse data and compare performance to identify best practices and improve operational efficiencies.
• Drive the adoption of advisory processes and support Advisors in achieving their targets and objectives.
• Assist with business assessments, dashboards and practice evaluation processes.
• Provide support during client events, roadshows and other business development initiatives.
• Assist with change management and the transition of practices towards improved operating models.
• Build and maintain strong relationships with Financial Advisors, support teams and key stakeholders.
• Develop sustainable practice management and operational processes.
• Provide strategic input while maintaining responsibility for effective operational execution.

• Relevant tertiary qualification in Commerce, Finance, Investments or a related field.

• 3-5 years' relevant experience within financial services, business development or a similar role.

• Experience within Financial Planning will be advantageous.

• CFP® qualification will be advantageous.

• Strong understanding of financial services and business development principles.

• Excellent written and verbal communication skills.

• Strong relationship-building, influencing and negotiation abilities.

• Excellent analytical and problem-solving skills.

• Strong IT and data analysis capabilities.

• Advanced Microsoft Excel skills.

• Experience with XPlan and QlikView will be advantageous.

• Highly self-motivated, proactive and results driven.

• Ability to operate effectively at both strategic and operational levels.

• Strong organisational skills and attention to detail.

• Ability to manage change and work effectively with multiple stakeholders.