Business Development & Sales Support

City of Cape Town, Western Cape, South Africa

About Schroders

Schroders is a global investment manager which helps institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

Our purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world. Funding the future is a privilege: we use it wisely and responsibly.

We employ over 6000 talented people worldwide operating in 38 different locations across Europe, the Americas, Asia, Africa and the Middle East, close to the markets in which we invest and close to our clients.

Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.

Schroders in South Africa

Schroders has had offices in South Africa since 2015 and we focus entirely on providing offshore investment solutions to local intermediaries and institutions. Schroders has 22 FSCA-approved offshore funds available to South African investors, which are available on several offshore platforms. Our relationship with Sanlam Collective Investments also gives investors access to our strategies through two onshore ZAR feeder funds and our Schroder European Real Estate Investment Trust is listed on the JSE.

Overview of role

The Business Development & Sales Support Executive is a client-facing sales support, delivering outstanding service and operational excellence across all aspects of the client relationship while proactively contributing to the identification and progression of sales opportunities across institutional and intermediary channels. The role supports the business's commercial growth, enhances sales productivity, deepens client engagement strengthens the effectiveness of the team.

What you'll do

• Client relationship management
  • Process, validate, and manage client requests, liaising with internal teams where necessary
  • Ensure accuracy of data, reporting and client requests
• Client communication
  • Act as a first line contact for clients
  • Provide high-quality support to clients and the sales team, including providing timely, professional, accurate and commercially insightful responses via phone, email and digital channels
  • Maintain a strong understanding of Schroders products to support client queries confidently and accurately
• Administrative support
  • Maintain, update, and audit Salesforce data
  • Prepare reports, proposals, and sales materials
  • Support broader administrative activities for the team
• Operational support
  • Assist with lead nurturing and follow-ups
  • Coordinate client meetings and internal scheduling
  • Provide after-sales service to maintain strong relationships
• Process improvement
  • Identify workflow bottlenecks or inefficiencies
  • Recommend and support process enhancements
  • Work with managers to resolve operational issues
• Support identification, evaluation and prioritisation of new business leads across institutional and intermediary channels, including conducting your own research to generate sales opportunities
• Proactively identify cross selling opportunities among existing and prospective institutional and intermediary clients
• Assist with outbound sales campaigns and tracking
• Coordinate industry events, webinars, and roadshows
• Assist in the onboarding of new client relationships
• Collaborate with internal teams on strategic growth efforts
• Occasional travel within South Africa to support sales activities
• Travel may include Johannesburg, Cape Town, Durban, and other regions
• A valid driver's licence is advantageous

The knowledge, experience and qualifications you need

• 5+ years in sales support, administration, & business development
• Financial services experience required, asset management experience preferred
• A bachelor's degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science), specialising in (but not limited to) Investments, Finance, Economics, Statistics and Business Management preferred
• Grade 12 (Matric) and RE5 Certification are essential
• Proficiency in Salesforce and strong Microsoft Office capability (Excel, Word, Outlook)
• Excellent verbal and written communication skills
• Professionalism in client-facing interactions
• High attention to detail
• Ability to manage multiple tasks and deadlines
• Ability to learn and understand Schroders' products

What you'll be like

• A high level of discipline, tenacity and self-motivation
• Ability to take initiative and work independently
• Ability to foster strong long-term relationships with clients and colleagues (the majority of whom will be based abroad)
• A commercial and entrepreneurial mind-set and a passion for growing the business
• Committed to excellence

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

• Job Identification 1135
• Job Category Business Development & Client Services