Are you a retail distribution professional with deep IFA relationships and a strong grasp of the South African investment landscape?
A leading investment business is looking to appoint a Senior Account Executive to expand and strengthen its retail presence.
This is a high-impact role where you will:
- Build and manage your own retail franchise
- Engage IFA’s with a holistic approach and offer bespoke solutions
- Position integrated investment solutions across the value chain
- Drive new business and revenue growth
Beyond traditional distribution, this role offers the opportunity to contribute to retail strategy, collaborate across business lines, and help shape forward-looking client solutions.
We’re looking for someone with:
- ✔ 10+ years’ experience in retail investment distribution
- ✔ Strong IFA network and credibility in the market
- ✔ Commercial and entrepreneurial mindset
- ✔ Solid technical investment knowledge
- ✔ BCom / Postgrad (CFP advantageous)
This opportunity suits a senior professional who enjoys autonomy, strategic engagement, and solution-based marketing.
Interested candidates who meet the above requirements are invited to apply by sending their CV to pallo@capitala.co.za