Permanent - Senior Investment Broker Consultant - Johannesburg - South Africa

Job Description

We are a specialist alternative investment firm focused on partnering with introducers (brokers) and their clients to protect and grow wealth in an environment of volatility, inflation, and political uncertainty. The firm provides structured, compliant access to insured, fixed-return alternative investments in GBP, USD, and EUR, delivering predictable income and capital protection.

We are seeking a senior, commercially driven Investment Broker Consultant to recruit, onboard, and manage a high-performing network of investment introducers and broker partners in South Africa. This role also includes providing management support in onboarding and training introducers.

The successful candidate will drive distribution growth by targeting brokers and introducers with access to High-Net-Worth (HNW) and Mass Affluent investors seeking stable, hard-currency income solutions.

The consultant will represent Litigation Funding Notes (LFNs) — insured, fixed-term alternative investments offering predictable returns (typically 10–16% per annum), structured in GBP, USD, and EUR, and designed to reduce downside risk through insurance-backed capital protection. These solutions are positioned as a core component of retirement income and generational wealth planning.

Full product training, including positioning, client suitability, compliance processes, and sales enablement tools, will be provided.

Key Responsibilities

• Recruit, develop, and manage a network of introducers and broker partners
• Build and maintain relationships with brokers who have access to HNW and Mass Affluent clients
• Conduct onboarding and training sessions for new introducers
• Provide ongoing support to introducers, including presentations, joint client calls, and closing assistance
• Engage with partners through face-to-face meetings and virtual platforms (e.g., Zoom, Teams)
• Drive consistent referral inflows and recurring business
• Ensure all distribution activities align with compliance requirements
• Collaborate with internal onboarding, operations, and support teams

Key Requirements

• Proven experience in investment brokerage, wealth management, or financial distribution
• Strong Johannesburg-based network (with national reach preferred)
• Demonstrated ability to recruit, motivate, and manage a sales or introducer network
• Strong communication skills with the ability to build credibility with clients and brokers
• Experience with alternative investments, structured products, or similar financial solutions
• Entrepreneurial mindset with a self-driven approach
• Own transport and a suitable home office setup

Highly Desirable:

• Existing network of introducers or brokers
• Experience selling offshore or hard-currency investment solutions
• Understanding of retirement planning and income structuring

Personal Attributes:

• Professional, mature, and credible
• Strong relationship-building skills with a long-term approach
• Commercially driven with a strategic mindset
• Ethical, compliance-focused, and client-centric
• Comfortable working independently while driving growth initiatives