Business Development Consultant – Wealth

Job Description

One of the leading Wealth Managers in South Africa are looking for a Business Development Consultant to support the Wealth Managers and assist them in growing their book. Do you have what it takes to achieve this? If so, then please apply today.


  • Search for potential clients for services offered by Wealth Manager
  • Generate leads and refer to relevant advisors
  • Work with managers to support their business model
  • Contact potential clients to establish relevance of services offered
  • Maintain high levels of administration, complete client documents in the parameters of compliance department
  • Develop an understand the business and services
  • Meet outlined targets set by consultant and team leaders
  • Contact clients when requested and communicate any changes or concerns to consultants
  •  Attend meetings held by Managers and Service Providers
  • Draft and send correspondence to clients and external providers
  • Resolve ad hoc client queries and internal administration requests
  • Liaise with Private Wealth Managers to ensure accuracy of documents and tracking of leads 


  • Minimum of Matric, advantageous Certificates,Regulatory Representative Certification (RE5) 
  • Must have 2 – 3 years relevant working experience
  • Excellent communication skills written and verbal 
  • Must have strong administrative skills
  • Financial industry background advantageous 
  • Good interpersonal skills, able to work independently and within a team 

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.