M&A Manager

A recent professional profile photo is to accompany your application

START DATE : A.S.A.P / Immediate

REQUIREMENTS:

• Grade 12
• Relevant tertiary qualification in a finance related field such as a BCom, BBusSc or a wealth management/investment management qualification.
• 5+ years experience in a sales/acquisition/distribution/business development role, with a proven performance track record in this regard.
• Computer literate. Proficient in Microsoft Office (Word, Excel, PowerPoint), Technologically savvy.
• Fully bilingual (English and Afrikaans)
• Drivers license and own transport
• Proven and verified track record in terms of sales/acquisitions/business development. This track record would be advantageous if undertaken in a financial services environment, more specifically a private wealth environment.
• Proven and verified track record in consistently reaching set targets and deliverables in a high-performance environment.
• Very good understanding and knowledge of the financial services industry and current developments in terms of business trends as well as existing and upcoming compliance and regulatory requirements that may facilitate business development opportunities.
• Exposure and understanding of the Independent Financial Advisor and broker landscape as well as the networks, communities and circles that they operate in.
• Rapid learning ability to understand and grasp the business model and the products and services offered.
• Awareness and cognisance of competitor activities and offerings.
• A honed sales technique allowing for the individual to interact, sell and develop a personal relationship with a mature established and knowledgeable group of intermediaries and brokers.

DUTIES:

• Responsible for identification, relationship building, development and the closing of M&A Deals with IFAs and brokers in their allocated geographic region.
• Active prospecting, networking and PR related activities that will attract and identify prospective Merger Partners.
• Ensure that a full handover of the Merger Partner takes place once the deal has been signed and the implementation of the Merger process now needs to be taken over by the relevant Regional Manager.

HOURS:

• Monday to Friday: 08:00 17:00