Our client is a fast-growing investment platform focused on delivering a premium, human-led investing experience for affluent and self-directed investors. They are looking for a commercially driven Regional Director to establish and lead their Cape Town presence, with a clear focus on driving Assets Under Management (AUM) growth through high-trust relationship building, strategic partnerships, and client conversion.

Job Description:

This is a senior, execution-led role suited to someone who thrives in relationship-driven environments and understands how to build credibility within affluent and professional networks. The successful candidate will play a key role in expanding the company’s regional footprint while acting as the face of the business in the Western Cape market. The role is highly commercial and outcome-focused, with success measured primarily by AUM growth rather than account volume.

Your daily adventures include:

• Drive regional Assets Under Management (AUM) growth through strategic client acquisition and relationship management
  
• Engage directly with affluent investors, professionals, and serious DIY investors through a high-touch, consultative approach
  
• Convert qualified prospects into active investors through trusted relationship-based selling
  
• Re-engage dormant or existing demand pipelines and drive activation opportunities
  
• Build long-term relationships with high-value clients to increase retention and wallet share
  

• Develop and grow strategic partnerships that provide access to qualified investor networks and high-value client pools
  
• Identify and establish relationships with professional communities, business networks, intermediaries, and referral channels
  
• Build scalable partnership frameworks focused on quality, trust, and long-term value creation
  
• Represent the business within relevant local ecosystems and industry communities
  

• Establish and lead the company’s commercial presence in Cape Town
  
• Build operational momentum and local market credibility through strong on-the-ground execution
  
• Lead and scale a small local sales capability as the business grows
  
• Implement clear performance targets, accountability structures, and sales discipline
  
• Drive a strong culture of ownership, responsiveness, and client excellence
  
  

• Act as the regional owner of customer experience and relationship quality
  
• Ensure a responsive, human-led engagement model across all client touchpoints
  
• Gather and communicate structured market feedback, customer insights, and regional opportunities to the broader business
  
• Collaborate with internal teams to improve client journeys, engagement, and conversion effectiveness
  

Requirements

What it takes to succeed: 

• Proven experience in a senior commercial, relationship management, business development, or regional leadership role
  
• Strong track record of driving revenue growth, AUM growth, or high-value client acquisition
  
• Experience working with affluent clients, investors, professional networks, or relationship-led sales environments
  
• Ability to build strategic partnerships and referral ecosystems
  
• Strong commercial acumen and consultative selling capability
  
• Comfortable operating in a hands-on, entrepreneurial environment
  
• Excellent communication and stakeholder engagement skills
  
• Existing networks within Cape Town’s affluent or professional communities would be advantageous
  
• Financial services, investment, wealth management, or fintech experience preferred