Business Development Manager

• Centralised business development and para planning support for Financial Advisors in assistance to

the senior BDM.

• Ensuring each Partner supports and executes on the AW endorsed advisory processes.
• Assist in growing Assets Under Management for each Advisor.
• Assist in developing, activating and executing on an Advisor’s prospecting plans.

Responsibilities:

• Execute client endorsed advisory plans and annual reviews on behalf of the senior BDM

and with the Advisors.

• Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in

each Advisors client database with the senior BDM.

• Business development activation and assistance at client and road show events.

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.

• Assisting Advisors to reach their Advisory model targets and objectives.

Personal and Company Development:

• Set goals for the year and ensure that personal training and development takes place.
• Ensure alignment to company development.
• 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.

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.