M&A Manager

SUMMARY:
Our client, a leading organization in the financial services industry, is seeking an experienced and driven M&A Manager to join their team based in Melrose North, Johannesburg. The ideal candidate will have at least 5 years’ experience in sales, acquisitions, distribution or business development, supported by a proven track record of success. A relevant tertiary qualification in Finance, Wealth Management or Investment Management is required, together with a strong understanding of the financial services industry, market trends and regulatory developments. The successful candidate must be commercially astute, technologically savvy, fluent in both English and Afrikaans, and possess a valid driver’s license.

POSITION INFO:
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE      :           Permanent
SECTOR                          :           Wealth Management  
BASIC SALARY               :           Market related
START DATE                   :           A.S.A.P

REQUIREMENTS:

• Grade 12 (Matric).
• A recognized tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a qualification in Wealth Management or Investment Management.
• At least 5 years’ experience in a sales, acquisitions, distribution or business development role, with a proven and verifiable track record of performance.
• Proven track record in sales, acquisitions and business development.
• Good working knowledge of Microsoft Office.
• Computer literate and technologically savvy.
• A valid driver’s license.
• Fluent verbal and written communication skills in both English and Afrikaans.
• A sound understanding of the financial services industry, including current market developments, business trends and existing and forthcoming compliance and regulatory requirements.
• The ability to identify and leverage business development opportunities arising from industry developments, market trends and regulatory changes.
• A proven and verifiable track record in sales, acquisitions and business development, preferably within the financial services industry, with specific exposure to private wealth management.
• A demonstrated ability to consistently achieve and exceed targets and deliverables in a high-performance environment.
• A sound understanding of the financial services industry, including current market developments, business trends and existing and forthcoming compliance and regulatory requirements that may create business development opportunities.
• Good knowledge and understanding of the Independent Financial Adviser (IFA) and broker landscape, including the networks, communities and professional circles within which they operate.
• The ability to quickly understand and adapt to a business model, as well as the products and services offered.
• Awareness of competitor activities, market positioning and product offerings.
• Strong sales, negotiation and relationship-building skills, with the ability to engage effectively and build trusted relationships with established, experienced and knowledgeable financial intermediaries and brokers.
• Excellent interpersonal and communication skills.
• Strong computer literacy and technological proficiency.

• Identify, build and maintain relationships with Independent Financial Advisers (IFAs) and brokers within the allocated geographical region.
• Develop and secure mergers and acquisitions (M&A) opportunities with IFAs and brokers.
• Proactively identify and engage potential merger partners through prospecting, networking and public relations activities.
• Identify prospective merger partners interested in integrating or transferring their existing client assets under management (AUM) business.
• Manage the M&A process through to successful deal closure.
• Ensure a comprehensive handover of merger partners following the signing of an agreement.
• Facilitate a smooth transition of the merger process to the relevant Regional Manager for implementation.

• Monday to Friday: 08:00 – 17:00