Business Development Executive: Financial Services
Full-time
Communicate Finance
Job Description:
- Build and maintain strong relationships with IFAs, wealth managers, and intermediaries
- Drive new business acquisition and asset growth within the retail investments market
- Promote and position investment solutions to advisors and their clients
- Conduct advisor meetings, presentations, training sessions, and business reviews
- Identify opportunities to expand advisor engagement and increase market share
- Develop and execute regional business development strategies
- Deliver exceptional client service while maintaining strong stakeholder relationships
- Minimum 3 years' Business Development Executive, Business Development Manager, or Intermediary Consultant experience within the investments or financial services industry
- RE5 qualification (essential)
- Proven track record of business development and advisor relationship management
- Strong presentation, networking, and communication skills
- Ability to work independently and manage a regional portfolio
- Completed BCom degree or equivalent tertiary qualification
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Vacancy posted 4 days ago
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