Business Development Manager - Sandhurst

Purpose of role: 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 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 roles responsibilities is to alleviate production pressures that Regional BDMs experience. Execute the endorsed financial plans and annual reviews on behalf of the senior BDM and with the Advisors. Assist BDMs 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 BDMs and ADW Regional BDMs 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 (Bachelors Degree in Commerce, Financial planning, Finance, Investments preferable) Preferred 1-3 years experience in the Financial Services Industry. CFP status will be advantageous

Location: Sandton, ZA

Posted Date: 6/29/2025