Job description
Company Description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
Job Description
The Sales Director is responsible for identifying, sourcing and developing sales leads for offshore private wealth planning solutions required by South African ultra-high net worth individuals, asset owners and/or family offices based in and outside of South Africa (with a South African nexus), working closely with the IQ-EQ offshore teams and primary relationship leads, to ensure maximum conversion of prospects, that will be serviced from our Crown Dependencies of Jersey, Guernsey and Isle of Man.
What You’ll Do
- You lead the South Africa sales strategy for Crown Dependencies, driving growth by acquiring and retaining UHNW clients, family offices, and intermediaries.
- You build and expand networks of key intermediaries, generate new business opportunities, and maintain a strong personal pipeline to achieve revenue and sales targets.
- You collaborate closely with internal teams, ensuring pipeline conversion, client satisfaction, and alignment with IQ‑EQ products, pricing, and regulatory requirements.
- You act as a market ambassador, raising IQ‑EQ’s profile through events, thought leadership, articles, presentations, and participation in industry forums.
- You develop and execute business plans, monitor market trends, identify new opportunities, and continuously upskill yourself to stay ahead in wealth planning and private fund solutions.
What We Offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: our employees are entitled to 25 days paid leave plus all South Africa public holidays
- Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
Qualifications
- Excellent and proven sales and negotiating skills
- Excellent private wealth knowledge, including offshore wealth planning solutions
- Personal qualities of integrity, credibility and commitment to the mission and values of IQ‑EQ
- Excellent inspirational and motivational skills
- Strong initiative, drive and enthusiasm
- Good IT, budgeting and reporting skills
- Excellent written and verbal communication skills
- At least 3 years of relevant experience in leadership, technical, or sales roles
- Fluent in English
Additional Information
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
