Business Development Manager

About the Role

Key Responsibilities:

• Identify and develop new business opportunities within Financial Advisors’ existing client portfolios.
• Support Financial Advisors with prospecting, business development and client engagement initiatives.
• Execute client advisory plans and annual review processes in collaboration with Financial Advisors.
• Assist Advisors in developing their value proposition and pricing frameworks.
• Support the assessment and improvement of Advisor practices through business assessment tools, dashboards and management information.
• Monitor practice performance, system usage and adoption of the endorsed advice process.
• Identify opportunities to improve operational efficiencies and business results.
• Assist Financial Advisors and their teams with transitioning to the required business and operating model.
• Provide business development support at client events, roadshows and related initiatives.
• Build and maintain strong relationships with Financial Advisors, Partners, back-office teams and key stakeholders.
• Contribute to the growth of Assets Under Management across the Advisor panel.

Requirement:

• Bachelor’s Degree in Commerce, Finance, Investments or a related field is essential.
• 3-5 years’ relevant experience within financial services or a similar environment.
• Experience within financial planning, wealth management, investments or a related financial services environment will be highly advantageous.
• Experience working with or supporting Financial Advisors would be advantageous.
• Strong business development and commercial acumen.
• Demonstrated ability to identify opportunities and drive business growth.
• Strong stakeholder management, communication and influencing skills.
• Ability to operate strategically while remaining hands-on with operational responsibilities.
• Strong analytical and problem-solving abilities.
• Advanced Microsoft Excel proficiency.
• Experience with XPlan would be advantageous.
• QlikView experience would be advantageous.
• CFP designation would be advantageous.

IMPORTANT

This position is within the financial services and wealth management sector. Candidates with experience in financial planning, investments, wealth management, financial advisory practices or a closely related financial services environment are encouraged to apply.

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