As Business Development Manager you will report to the Regional Manager and will be responsible for maintaining and growing a panel of Financial Advisers in the KwaZulu-Natal region.
Through marketing, service delivery and product knowledge, the Business Development Manager is expected to achieve certain sales targets as determined by the Regional Manager.
Sales, Marketing and Relationship Building
Manage and develop relationships with IFAs and their support staff that will lead to mutually beneficial outcomes
Maintain and grow business flows from designated IFA panels for both the Allan Gray Manco and Platform
Deliver against determined sales targets
Ensure IFAs have a deep understanding of the Allan Gray investment philosophy, platform value proposition and long-term goals of Allan Gray
Promote Allan Gray, its products, funds and services
Ensure IFAs and support staff are trained on Allan Gray systems and processes
Manage distribution of marketing collateral
Conduct presentations to IFAs and clients when required
Coordinate and oversee IFA presentations and events
Ensure the highest standard of service excellence
Identify industry trends and conduct competitor analysis
Operations and Administration
Maintain records of IFA practice information including structure and plans
Develop and execute annual strategic and business plans
Manage IFA / client queries on an ongoing basis
Track new business, assets under management, and outstanding requirements
Report progress against targets to the Regional Manager
Escalate incidents that may compromise Allan Gray values
Arrange Regional Manager visits to IFAs
Ensure cost-effective panel operations
Liaise with Allan Gray head office divisions
Maintain a portfolio of evidence for annual assessment
Experience in financial services, client service or distribution
Strong interpersonal and leadership skills
Self-motivated, resilient, and action-oriented
High integrity and confidentiality
Ability to manage stress and shifting priorities
Relevant business degree
Certified Financial Planner (CFP) qualification advantageous
KwaZulu-Natal
25 September 2026
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