Business Development Manager

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

What will you do?

The Business Development Manager will be responsible to build and utilise their own networks to attain and retain direct clients to Sanlam Private Wealth. The key outcome of the roles is to:  

• Attract new business and increase retention of existing business in the intermediated and direct client space
• Source and introduce new Intermediaries to Sanlam Private Wealth for portfolio managers to manage
• Ensure that profitable annual sales and monthly targets are met
• Further develop and grow the regional business from Sanlam Connect Advisers and Brokers 
• Implementing an Intermediary support model to Sanlam Private Wealth, the intermediary and the various Sanlam Group providers
• Train and develop the Intermediary and Intermediary support staff
• Be present at all strategic meetings and gatherings where regional presence is required
• Support marketing efforts and events
• Participate in client value proposition implementation
• Facilitate or identify intermediary needs and developing a profitable practice for HNW and UHNW clients
• Co-ordinate and maintain effective SLA’s with all relevant stakeholders
• Ensure adherence to all regulatory requirements
• Train and facilitate the use of Sanlam Private Wealth’s digital strategy and tools

What will make you successful in this role?

• Resilience and tenacity in a sales environment
• Building and maintaining relationships
• Contributing to team success
• High performing and target driven
• Client service orientation
• Effective written and verbal communication and presentation skills
• Driving impact and influence
• Innovative thinking
• Entrepreneurial skills
• Problem-solving
• Ability to work under pressure

Qualification and experience

• Relevant financial/ investment qualification (Financial tertiary qualification)
• A minimum of five years’ experience in a distribution environment
• Supporting and developing of intermediary practices
• Proven Sales related success and track record
• Valid drivers’ license and own reliable vehicle

Knowledge and skills

• Technical knowledge about the client value proposition across investments, Fiduciary & Tax, lending and industry trends
• Understanding of financial markets
• Knowledge of the trading environment

Personal qualities

• Highly organised with a high level of customer focus
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work, clients and problem-solving
• Positive, can do attitude with high self confidence levels
• Willingness to travel extensively

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal d