Job Description
About Morula Capital Partners
Morula Capital Partners is an investment management firm based in Gaborone that offers a full suite of asset management services to its clients. We are committed to building long-term, mutually beneficial relationships by offering solutions that create meaningful value over the long term. We are looking for a talented, commercially mature and client-facing individual to join our team.
Job Summary
Reporting to the Business Development Manager, the successful candidate will be responsible for supporting all business development initiatives for the Company.
Key Responsibilities
- Support the institutional and retail growth strategy of the Company under the direction of the Business Development Manager.
- Conduct financial literacy discussions, corporate presentations and prospect meetings with individuals, employees and corporate audiences.
- Prospect for new business opportunities, qualify leads, generate proposals and follow up on proposals submitted.
- Convert qualified retail leads into clients through structured follow-up, compliant guidance and clear communication of the Company’s value proposition.
- Assist prospects through the client onboarding process, including application forms, KYC requirements, documentation checks and account activation follow-up.
- Support segregated mandate opportunities, including prospect research, meeting preparation, tender responses, RFP submissions and proposal coordination.
- Build and maintain strong relationships with clients, consultants, intermediaries, corporates, employee groups and individual prospects.
- Maintain accurate CRM pipeline records, meeting notes, follow-up actions and conversion updates.
Requirements
- At least a Bachelor’s degree in finance, investment, financial planning, marketing, business or related disciplines.
- Minimum of 4 to 6 years’ experience in business development, client acquisition, financial services sales, investments, banking, insurance, wealth management or employee-benefits advisory.
- Experience in financial planning, wealth advisory, retirement planning, investment sales or employee-benefits advisory would be an added advantage.
- Experience supporting tenders, RFPs, segregated mandate proposals or institutional business development would be an added advantage.
- Strong written, analytical and verbal communication skills.
- Confident with excellent presentation and client meeting skills.
- Good understanding of investment or financial planning concepts, with the ability to explain them clearly to clients and prospects.
- Strong follow-up discipline, CRM accuracy and ability to manage multiple opportunities in a fast-paced environment.
- Ability to work independently with in a team structure, with sound judgement and respect for approval controls.
How to Apply
Apply strictly by email to: [email protected]
CVs should be the only attachment. Cover letter should be on the body of the email. Email subject should read: Application for (Insert Role)
Closing Date: 13 November 2026. Only shortlisted candidates will be contacted.

