Job title : Regional Head: Southern and Eastern Cape Job Location : Western Cape, George Deadline : January 06, 2025 Quick Recommended Links Jobs by Location Job by industries What will you do?
MANCO ROLE Contribute to the formulation of company strategy Take ownership of company values and objectives at regional office level Implement business strategic initiatives within the offices in your region (George, Knysna, and Gqeberha) Contribute to the success and profitability of Sanlam Private Wealth Represent Sanlam Private Wealth as and when required MANAGEMENT ROLE Take full responsibility for profit, budget and inflow targets Drive the company culture and goals Manage the investment process within the regional office: Ensure compliance with respect to the model investment portfolios Ensure employees who trade adhere to the rules of the company and the JSE Assume responsibility for the regional office profit and loss including revenue and expense management Manage the day-to-day running and administration of the regional offices: Determine and manage relationships with the Branch Service Managers and jointly with the COO Perform the review and approval function in a number of administrative and internal control processes Assume responsibility for the regional office distribution strategy: Source new clients for regional offices Agree and manage working relationships with the various Sanlam and other distribution channels Assist portfolio managers with servicing their existing clients Manage and integrate portfolio management, wealth management and fiduciary and tax services within the George, Knysna, and Gqeberha regional offices Lead and recruit employees What will make you successful in this role?
Client focus Excellent leadership skills Results driven Innovative Collaborative Qualifications and experience Proven leadership skills Excellent understanding of the stockbroking, investment and wealth management industry Eight years' experience in the industry Tertiary qualification with CFA/CA/LLB an advantage Regulatory examination for a Key Individual RE 1 and 3 applicable to category II FSPs Knowledge and skills Proven knowledge and understanding of financial markets Knowledge of the trading environment Computer literacy Established networks in the Garden Route Personal qualities Strong numerical orientation Highly organised with a high level of customer focus Accurate and detail orientated Critical and analytical capability Ability to perform well under pressure and show maturity, confidence and resilience Excellent listening, communication and interpersonal skills Pro-active approach to work, clients and problem-solving Learning agility and curiosity Assertive Passionate ownership for results Accounting / Financial Services jobs