BUSINESS DEVELOPMENT&OPERATIONS SPECIALIST, Cape Town

We are an independent, privately owned advisory business. We pride ourselves in providing bespoke advisory services to select high net worth individuals, families, public benefit organisations and trusts. All the aspects of our business, from our investment approach to our remuneration structure and uncompromising independence, serve to align our interests with those of our clients.

We are looking for a dedicated and dynamic individual to join our team to assist with the growth of the business, through the specific focus on business development, client relationship management and optimisation of operational processes. The role will include exploring, developing and implementing strategies to grow the business through new client acquisition, client relationship management and supporting the operational team with prioritisation and implementation of key deliverables.

The role will require the candidate to become intimately involved with the business operations and strategy. The candidate will focus on maintaining and ensuring the optimisation of servicing of existing client relationships, developing and implementing the marketing strategy by identifying and managing the various channels to market and development of new client relationships.

The role bridges strategy, marketing, operations and client service, ensuring that the commercial ambition and objectives are matched by operational capability.

Business Development&Marketing Objective - to drive sustainable business growth through structured client acquisition and brand positioning

Develop and manage the business growth strategy

Build and communicate a comprehensive marketing plan to help the business achieve its revenue goals and operational efficiencies

Analyse market trends, industry developments and to identify/manage channels to market

Develop, manage and co-ordinate the marketing material, including the social media presence, website and optimisation of all digital channels

Manage and maintain regular client communication and interaction/touchpoints

Develop and manage a formalised prospect pipeline (CRM-based)

Implement structured prospect engagement journey

Ensure consistent follow-up and relationship nurturing

Identify professional introducers (attorneys, accountants, fiduciary specialists)

Oversee production of marketing materials (investment commentaries, market updates etc)

Develop and maintain digital strategy (Web, Linkedin)

Client Engagement Architecture&Client Service Objective- to develop a structured engagement framework

Assist in formalising service tiers and align service standards to remuneration structure

Develop service matrix and communication cadence

Develop structured annual client engagement plans

Manage portfolio review cadence and proactive planning conversations

Standardise quality of presentation materials

Develop library of branded templates and formats

Operations&Systems Development Objective - to enhance operational scalability and efficiency to support growth

Maintenance and development of the CRM system

Ensure accurate data capture, segmentation and reporting

Implement workflow automation where possible

Map all core processes (client onboarding, reporting, CIS transactions, compliance workflows)

Identify inefficiencies and implement improvements

CANDIDATE PROFILE Experience and Qualifications

5–10 years’ experience in wealth management, asset management, or financial services

Demonstrable experience in business development and pipeline management

Strong operational and process optimisation experience

Experience within boutique advisory or family office environment advantageous

Degree in business, finance, marketing or related discipline advantageous

CFA, CFP or related qualification advantageous (not mandatory)

Strategic thinker with commercial acumen

High level of discretion and professional maturity

Strong written and verbal communication skills

Analytical and data-driven mindset

Comfortable operating in a small, high-accountability environment

Ability to balance long-term strategy with day-to-day execution

Self-motivator and goal-oriented

Excellent time management and organisational skills

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