Central Business Development Manager (12mth FTC)
Merandcorbett
Temporary
On-site
Sandhurst, Gauteng, United Kingdom
Field Sales & Biz Dev
As the Central Business Development Manager you will be responsible for:
- Centralised business development support to Financial Advisors to deliver our unique client experience.
- Centralised support to other senior Regional Business Developers across South Africa to enable
financial advisory practices.
- Driving the company's endorsed advisory processes in practices, in particular endorsed tool usage and endorsed solution range.
- Assist Regional Business Development Manager in growing Assets Under Management for each Financial Advisor.
- Support general practice improvement across the Financial Advisor base, led by Partner Director.
- Centralised business development support to Financial Advisors to deliver our unique client experience.
- Centralised support to other senior Regional Business Developers across South Africa to enable
financial advisory practices.
- Driving the company's endorsed advisory processes in practices, in particular endorsed tool usage and endorsed solution range.
- Assist Regional Business Development Manager in growing Assets Under Management for each Financial Advisor.
- Support general practice improvement across the Financial Advisor base, led by Partner Director.
Responsibilities:
- Core part of the role’s responsibilities is to alleviate production pressures that Regional BDM’s experience.
- Execute the company's endorsed financial plans and annual reviews on behalf of the senior BDM and with the Advisors.
- Assist BDM’s or Financial Advisors with virtual client support when needed.
- Help develop and upskill individuals to fully understand the endorsed advice process.
- Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each Advisors client database with the senior BDM. This includes high level investment analysis.
- Serve as a liaison between other external BDM’s and ADW Regional BDM’s to streamlined communication.
Usage statistics and management Information:
- Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies. Compare practices against one another to harness efficiencies and best practices.
- Track usage of endorsed advice process adoption.
- Identify and drive better results within the endorsed advice process where necessary.
Personal and Company Development:
- Set personal goals for the year and ensure that personal training and development takes place.
- Tracking alignment to further potential growth opportunities within ADW.
Competencies:
- Fulfilling operational responsibilities.
- Good communication skills, both written and verbal.
- High reporting standard.
- High client service orientation.
- Technical and IT proficient, need to be comfortable configuring systems and analysing data.
- Ability to effectively influence and persuade others.
- Strong interpersonal skills.
- Emotional resilience.
- Self - motivated to ensure personal and professional improvement.
- Action orientated and takes initiative.
- Computer literacy: Graduate level.
Qualifications and Experience:
- Appropriate tertiary qualification (Bachelor’s Degree in Commerce, Financial planning, Finance, Investments preferable).
- Preferred 1-3 years’ experience in the Financial Services Industry.
- CFP status will be advantageous.
***Only shortlisted candidates will be contacted***
- Core part of the role’s responsibilities is to alleviate production pressures that Regional BDM’s experience.
- Execute the company's endorsed financial plans and annual reviews on behalf of the senior BDM and with the Advisors.
- Assist BDM’s or Financial Advisors with virtual client support when needed.
- Help develop and upskill individuals to fully understand the endorsed advice process.
- Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each Advisors client database with the senior BDM. This includes high level investment analysis.
- Serve as a liaison between other external BDM’s and ADW Regional BDM’s to streamlined communication.
Usage statistics and management Information:
- Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies. Compare practices against one another to harness efficiencies and best practices.
- Track usage of endorsed advice process adoption.
- Identify and drive better results within the endorsed advice process where necessary.
Personal and Company Development:
- Set personal goals for the year and ensure that personal training and development takes place.
- Tracking alignment to further potential growth opportunities within ADW.
Competencies:
- Fulfilling operational responsibilities.
- Good communication skills, both written and verbal.
- High reporting standard.
- High client service orientation.
- Technical and IT proficient, need to be comfortable configuring systems and analysing data.
- Ability to effectively influence and persuade others.
- Strong interpersonal skills.
- Emotional resilience.
- Self - motivated to ensure personal and professional improvement.
- Action orientated and takes initiative.
- Computer literacy: Graduate level.
Qualifications and Experience:
- Appropriate tertiary qualification (Bachelor’s Degree in Commerce, Financial planning, Finance, Investments preferable).
- Preferred 1-3 years’ experience in the Financial Services Industry.
- CFP status will be advantageous.
***Only shortlisted candidates will be contacted***