Overview Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape? A premier Investment Management Firm is seeking a dynamic Distribution Sales Manager to be a strategic growth driver within their Distribution team. This permanent role is crucial for expanding our market footprint and achieving ambitious goals for Assets Under Management (AUM). If you combine high-level sales execution with deep technical investment knowledge, this is your opportunity to represent a leading brand and significantly impact our growth trajectory. The Challenge: Strategic Sales & Relationship Building This role is about driving new business growth, deepening existing relationships, and promoting our investment solutions across the IFA and wealth manager segments. Responsibilities Sales & Execution: Identify, develop, and convert new business opportunities within the IFA and wealth manager space. Drive fund and model portfolio inflows through strategic sales initiatives, roadshows, and presentations. Relationship Deepening: Build and maintain strong, trust-based relationships with IFAs and key distribution partners. Act as the primary contact for investment-related queries and performance insights. Technical Expertise: Demonstrate a deep understanding of financial markets, investment strategies, and portfolio construction. You will present our investment philosophy, process, and performance with clarity and confidence. Advisor Onboarding: Self-source and onboard new IFAs, converting them into active supporters and brand ambassadors. Compliance & Service: Adhere to compliance policies and uphold brand standards. Deliver proactive, innovative service that exceeds client expectations. Qualifications & Experience Certified Financial Planner® (CFP®) designation. Bachelor of Commerce (BCom) degree (or equivalent tertiary qualification). A post-graduate Financial Planning Qualification (or equivalent). Experience Proven distribution experience with any of the following product types will be a significant advantage: Unit Trusts Investment Platforms Model Portfolios Bespoke Portfolios #J-18808-Ljbffr
Distribution Sales Manager | Sandton
THE RECRUITMENT COUNCIL
sandton, sandton
Published 14 days ago
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