We're committed to exceeding expectations and providing South Africans with the exceptional financial services they deserve. By offering streamlined processes, a personal touch, and unwavering transparency, we're redefining the status quo.
We are hiring a Business Development Manager to build and grow our partnership channel with independent financial advisors (IFAs) and wealth managers. You will bring an existing advisory network, turn those relationships into a steady flow of referred clients who move money offshore, and own the revenue they generate.
KEY RESPONSIBILITIES
Source, pitch, and sign financial advisors and wealth managers as referral partners.
Activate your existing advisory network from day one and convert it into referred, revenue-generating clients.
Take over an existing book of advisory partners and clients, re-engage them and get them trading.
Close referred clients and spot further opportunities, such as a client's business forex needs.
Manage and grow a book of active partners through regular check-ins, joint client meetings and updates on their referrals.
Deliver against monthly, quarterly and annual targets for new partners, referred clients and revenue.
Feed market and partner insights back to the team to sharpen the proposition.
REQUIREMENTS:
What You'll Need
An existing advisory network or experience in the advisory space: You already have relationships with IFAs and wealth managers, or you have worked in or sold into that space and know how it runs.
A strong sales attitude: You are hungry, resilient and comfortable prospecting, following up and closing. Formal business development experience is not required.
Financial services knowledge: A solid understanding of financial products and how the advisory model works.
Energised by in-person connections: We are remote-first, but this is a face-to-face role. You need to be confident and comfortable travelling to meet advisors and clients, running in-person presentations, and building relationships over meetings and coffees.
Advantageous
Exposure to SARB exchange control regulations, foreign investment allowances and approval for international transfer (AIT) applications.
Experience selling to IFAs, for example in: tax emigration, financial emigration and tax residency advisory; offshore investment platforms and LISPs; asset management, unit trusts and fund distribution; life insurance and employee benefits (broker consultant roles); retirement funds and annuities; fiduciary, wills and estate planning; or private banking.
RE5 qualification and FAIS fit and proper compliance.
An entrepreneurial mindset: you act like an owner of your channel, spot what could work better and bring ideas to improve how we sell, not just hit the number.
Who You Are
Sales-driven and target-driven: You love the chase, own your number and get energy from closing.
Commercially sharp: You understand margins, revenue and deal value, and you know which partners are worth your time.
A natural relationship builder: You earn the trust of advisors quickly and keep relationships warm for the long term.
A self-starter: You take ownership, follow up relentlessly and need little supervision.
A confident communicator: You present well one-on-one and to rooms of advisors, and you write clearly.
Ethical and compliance-minded: You are comfortable working in a regulated environment.
Hungry to grow in a fast-moving fintech with high standards and real accountability.