Business Development Manager – Client Relations

About the role

BROKSTOCK, a licensed South African investment platform, is seeking an experienced Business Development Manager to drive client acquisition and deepen relationships with affluent and high‑net‑worth investors. The role is client‑facing, consultative and independent, combining in‑office and off‑site meetings with full ownership of the onboarding journey.

Key responsibilities

• Conduct in‑person and off‑site meetings with existing and prospective clients, focusing on affluent and HNW segments.
• Onboard new clients, clearly explaining the platform, operating model and available investment solutions.
• Convert prospects into active clients, grow existing relationships, and upsell/cross‑sell investment products within suitability guidelines.
• Maintain accurate records of all client interactions in the CRM and prepare follow‑up summaries after meetings.
• Coordinate with support, back‑office and product teams to ensure a seamless client experience.

Required profile

• 3–5+ years of experience in a sales or client‑facing role, preferably in investments, finance, wealth management or banking.
• Proven ability to conduct face‑to‑face and off‑site client meetings.
• Strong negotiation, relationship‑building and communication skills.
• Solid understanding of basic investment instruments and market principles.
• Professional English proficiency, high autonomy, client‑first mindset and emotional intelligence.

Required skills

• CRM (customer relationship management) systems