An established, independently owned investment manager with a reputation for disciplined thinking, entrepreneurial agility, and consistent long-term performance is looking to appoint a high-calibre Business Development Manager to strengthen its Gauteng distribution team.
This is an opportunity to represent a respected boutique investment house known for its robust investment philosophy, diversified product capability (including unit trusts, hedge funds, offshore strategies and segregated mandates), and strong alignment between investment teams and clients. The business combines institutional-grade investment expertise with a nimble, partnership-driven culture.
Key Responsibilities:
Business Development & Relationship Management
- Grow assets under management within the Gauteng region
- Build, maintain and deepen relationships with:
- Independent Financial Advisers (IFAs)
- Wealth Managers & Private Client Advisers
- DFMs and Multi-Managers
- Platforms and Discretionary Fund Managers
- Conduct regular client meetings, portfolio updates and investment presentations
- Host and participate in client events, roadshows and industry engagements
Sales Strategy & Execution
- Develop and execute a regional sales strategy aligned with broader growth objectives
- Identify new business opportunities and actively manage a robust sales pipeline
- Track activity, measure performance and report progress to the Head of Distribution
Product & Investment Expertise
- Maintain a deep understanding of multi-asset, equity, fixed income, hedge fund and offshore strategies
- Clearly articulate performance drivers, positioning and portfolio construction rationale
- Work closely with portfolio managers to ensure accurate and timely market messaging
Marketing & Brand Representation
- Represent the business at conferences, industry events and adviser functions
- Support the planning and execution of regional marketing initiatives
Governance & Operational Excellence
- Maintain accurate CRM records and reporting
- Ensure full adherence to compliance standards and Treating Customers Fairly (TCF) principles
Requirements:
Experience
- Proven experience in asset management distribution
- Demonstrated track record of raising assets and managing key adviser relationships
- Exposure to multi-asset, equity, fixed income and alternative strategies (advantageous)
- Established network within the Gauteng adviser and DFM community
Qualifications
- Relevant bachelor’s degree (Finance, Economics, Investments or Business)
- CFP or equivalent qualification advantageous
Skills & Attributes
- Strong financial markets knowledge and technical investment understanding
- Exceptional presentation and communication skills
- Professional presence with the confidence to engage sophisticated investors
- Self-driven, entrepreneurial mindset
- Strong organisational skills with disciplined pipeline management
- High integrity and alignment with a client-centric culture
This role is ideally suited to a commercially driven distribution professional seeking to represent a high-quality investment capability within a dynamic, performance-oriented environment.
Interested candidates who meet the above requirements are invited to apply by sending their CV to pallo@capitala.co.za