Business Development Junior Relationship Consultant

At Capital, we invest wholeheartedly in our people, offering not just competitive salaries but a comprehensive range of benefits that prioritise your well-being and career advancement. Enjoy the peace of mind that comes with private health care and life insurance, while our flexible working hours ensure you achieve the perfect work-life balance. Our pension scheme, alongside volunteering opportunities for those keen to give back, reflects our commitment to your future and our community.

We believe in empowering our team members to take charge of their growth. That's why we provide extensive training and development programmes designed to help you drive your career forward and hone your leadership skills. Moreover, you'll have unique access to our innovative products, allowing you to engage fully with your professional environment.

If our benefits resonate with you, you'll also appreciate the positive and supportive atmosphere created by our welcoming colleagues. At Capital, we cultivate a culture built on trust and open communication, where collaboration is key, and every achievement is celebrated. Join us and contribute to a team that strives for excellence and values your unique insights and contributions.

You will be a Business Development Graduate and a member of the SA Business Development team. Supporting a culture of focused Business Development and Relationship Management across the business.

Assist and respond to inbound business enquiries, qualifying opportunities, participating in meeting discussions with the Business Development Team, maintaining accurate records within CRM systems, and supporting the sales process through to successful conversion.

• As a Business Development Graduate, you will be part of the South Africa Business Development team, supporting business growth initiatives while developing your knowledge of relationship management, client engagement, and the financial services industry. Working alongside experienced colleagues, you will gain hands-on experience in identifying opportunities, supporting clients, and contributing to strategic business development activities.
• You will gain exposure to all aspects of business development, working closely with internal stakeholders to identify growth opportunities, strengthen client relationships, and contribute to the achievement of the company's strategic objectives.
• Proactively support Business Development team on new business projects and initiatives, constantly thinking of new innovative ideas for enhancing the public profile of CIG;
• Assist with supporting potential clients to close new business and deliver leads for the team;
• Deal with new business enquiries as support contact, and follow up to ensure conversion to business;
• Assisting with new business projects and initiatives, contributing ideas to enhance the visibility and reputation of the Company.
• Acting as a support contact for new business enquiries and helping to ensure opportunities are effectively progressed and converted.
• Assisting with the preparation, coordination, and attendance of client and partner meetings.
• Building and maintaining positive relationships with brokers, Independent Financial Advisers (IFAs), investment managers, and other business partners.
• Providing a high standard of service to existing clients and supporting relationship management activities.
• Assisting with client onboarding processes, including the collection and review of documentation and liaising with internal teams to ensure a smooth experience.
• Supporting the delivery of client and adviser training on company systems, digital platforms, and onboarding procedures.
• Conducting market, client, and data analysis to help identify trends, opportunities, and areas for improvement.
• Maintaining accurate records of business development activities, opportunities, and client interactions within internal systems.
• Supporting process improvement initiatives to enhance efficiency and deliver an excellent client experience.
• Collaborating closely with colleagues across South Africa and the wider Group to achieve shared business objectives.
• Assisting with management reporting and data-driven insights to support strategic decision-making.
• Demonstrating a proactive, positive, and solutions-focused approach while working independently and as part of a team.
• Conform to Company procedures and guidelines at all times i.e. GDPR, AML, Financial Crime Prevention manual;
• Seek to develop your own knowledge and experience via appropriate Continuous Professional Development, industry training and qualifications;
• Submit dealing Instructions for selected clients once the funds have been applied to the account;
• Work closely with the On-boarding Team; rejected applications will be returned to clients and RM Team will be notified to pick up on refresher/new training;
• Assist and Facilitate training - Online portal, OMNI, Rejected accounts etc.
• Internally, you will be responsible for:
  • Maximising digital adoption and client self-service through the Client HUB (after digital platform roll out);
  • Co-attending meetings to stay updated on the Digital Platform Investments progress for SA
  • Upskilling on the Digital Platform, full understanding and application thereof;
  • Co-attending and contributing to the regular On-boarding meetings to provide client feedback and discuss quality of applications received;
  • Co-assist in managing a data management solution to provide internal Management Information (MI) and reporting to track activity volumes, quality of applications received;
  • Build/add-on to current quality reports to HG to identify month to month.

At all times the Groups values should be at the heart of everything and consistency of evidence of adherence to the values will be a key aspect of the role.

(please describe how this role will embody the following values)

Excellence - You will need to show excellence in decision making and efficiencies when dealing with clients daily.

Integrity - You will ned to exude integrity and honesty in your dealings with clients and CIG Staff.

Innovation - Create and come up with innovative ideas and solutions to support clients where required.

• Excellent work ethic and Leadership abilities.
• Proactive approach to role, especially in client management and communication
• Flexible attitude
• Ability to multitask and work under pressure
• Strong team player and leader
• Strong verbal and communication skills
• Able to work outside of normal hours when required
• Must have a 'can do' attitude and be solutions driven
• Ability to work well with the Business Development Team
• Relationship Management skills

*If the role requires Fit & Proper (F&P) status, please indicate further details below.

Group Entity the F&P status relates to and the controlled function (including code):

• Tertiary level qualification relevant to Business Development or Relationship Management advantageous

• Transparent Communication: Embrace open dialogue and transparency. Your voice matters!
• Excellence Commitment: Keep promises, deliver quality work, and take ownership.
• Respectful Collaboration: Value diverse perspectives through constructive discussions.
• Result Recognition: Celebrate success and take pride in your impact.
• Team Synergy: Stand by your decisions, support your team, and take pride in our collective achievements.

Don't just watch what we accomplish, be a fundamental part of our successes, embody our behaviours and apply today!

Business Development Junior Relationship Consultant

Market Related

Cape Town or Johannesberg

South Africa