Business Development Manager – Unit Trust
We are seeking a highly motivated and innovative Business Development Manager for our Unit Trust business. The ideal candidate will have a strong background in financial services, digital marketing, fintech partnerships, and retail client engagement.
What We’re Looking For
- Sales & Business Development: Proven ability to grow retail investments through partnerships and digital channels.
- Digital Marketing & Growth Hacking: Experience in social media marketing, SEO, and influencer collaborations.
- Fintech & Embedded Finance: Understanding of API-driven solutions, micro-investing, and mobile-first financial services.
- Data-Driven Decision Making: Ability to use analytics and automation tools for strategic growth.
- Leadership & Execution: Strong project management skills and an agile, innovative mindset.
Qualifications & Experience
- Bachelor’s degree in Finance, Business, Marketing, Digital Strategy, or a related field.
- At least 5-7 years of experience in business development, digital marketing, or fintech partnerships.
- Prior experience in wealth management, investment sales, or financial services is a strong advantage.
- Familiarity with retail investor behavior, alternative investment channels, and digital banking trends.
- Demonstrated success in scaling customer acquisition through non-traditional channels.
Key Responsibilities
- Business Growth & Sales: Develop and execute digital-first acquisition strategies, expand distribution through fintechs, and drive D2C sales.
- Digital Innovation: Implement embedded finance solutions, leverage influencer marketing, and introduce gamification to boost engagement.
- Client Acquisition & Engagement: Convert savers into investors through behavioral insights, financial literacy campaigns, and seamless customer experiences.
- Data & Performance Analytics: Track acquisition metrics, optimize strategies using Al, and leverage predictive analytics for better customer engagement
How to Apply
Send your CV to HR@octagonafrica.com. Deadline is on the 4th of April
Operations & Compliance Officer – Unit Trust
We are seeking a detail-oriented professional to manage Unit Trust operations, compliance, and risk. Ideal for a mid-entry level candidate with experience in financial services operations, regulatory reporting, and internal controls. Ensure smooth processes, compliance with CMA & RBA regulations, and continuous operational improvements.
What We’re Looking For
- Fund Operations & Administration: Expertise in Unit Trust processing, reconciliations, and NAV calculations.
- Compliance & Risk Management: Knowledge of CMA, RBA, AML/KYC regulations, and regulatory reporting.
- Analytical & Problem-Solving: Strong numerical and reconciliation skills to detect and resolve discrepancies.
- IT & Process Improvement: Proficiency in fund management systems, Excel, and financial tools.
- Communication & Teamwork: Ability to collaborate with teams, auditors, and regulators, with strong reporting skills.
Qualifications & Experience
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- At least 3-5 years of experience in operations, fund administration, or compliance in the financial services sector.
- Prior experience working in Unit Trusts, Asset Management, or Pension Fund Administration is preferred.
- Professional certifications such as CISI, CPA, CFA Level 1, or ACI certification are an added advantage.
Key Responsibilities
- Fund Operations & Transactions: Process Unit Trust transactions, NAV calculations, reconciliations, and investor onboarding.
- Compliance & Regulatory Reporting: Ensure full adherence to CMA, RBA regulations, audit support, and risk assessments.
- Risk & Internal Controls: Strengthen risk controls, SOPs, record-keeping, and fraud prevention.
- Client & Partner Support: Address customer queries, liaise with custodians, and train internal teams on compliance
How to Apply
Send your CV to HR@octagonafrica.com. Deadline is on the 4th of April