Business Development Manager

Who are we?

Sanlam Investment Group:
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society.

Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.
The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

Undertake these activities within a compliant and ethical manner which results in the building and sustaining the business.

What will make you successful in this role?

Qualification and Experience

Undergraduate degree, preferably commercial (. , , unless qualified by extensive experience and track record

Relevant postgraduate qualification would be advantageous (. CFA, CFP)

At least 5 years’ experience in financial services, experience in investment sales would advantageous

Good understanding of investment principles, financial instruments and unit trusts

Strong understanding of the segment landscape, different players and key needs

An existing network of retail financial advisors an advantage

Experience in either retail platform/LISP distribution or retail asset manager distribution

DFM distribution/portfolio management experience an advantage.

Technical & Behavioral Competencies

Deep knowledge of self, Graviton, the client, the context.

Strong technical knowledge of products and solutions.

Ability to develop and manage committed relationships.

Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes.

Deep understanding of the dynamics of the market and ability to “close the deal”.

Strong market facing presence.

Technical aptitude and product knowledge.

Decision quality - making good and timely decisions that keep the organisation moving forward.

Financial (business) acumen - Interpreting and applying understanding of key financial indicators to make better business decisions.

Business insight - applying knowledge of business and the marketplace to advance the organisation’s goals.

Communicates effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of the different audiences.

Knowledge and Skills