Regional Head: Southern and Eastern CapeLocation: George, Western Cape, ZA
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R200 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.
What will you do?MANCO ROLE Contribute to the formulation of company strategyTake ownership of company values and objectives at regional office levelImplement business strategic initiatives within the offices in your region (George, Knysna, and Gqeberha)Contribute to the success and profitability of Sanlam Private WealthRepresent Sanlam Private Wealth as and when required MANAGEMENT ROLE Take full responsibility for profit, budget and inflow targetsDrive the company culture and goalsManage the investment process within the regional office:Ensure compliance with respect to the model investment portfoliosEnsure employees who trade adhere to the rules of the company and the JSEAssume responsibility for the regional office profit and loss including revenue and expense managementManage the day-to-day running and administration of the regional offices:Determine and manage relationships with the Branch Service Managers and jointly with the COOPerform the review and approval function in a number of administrative and internal control processesAssume responsibility for the regional office distribution strategy:Source new clients for regional officesAgree and manage working relationships with the various Sanlam and other distribution channelsAssist portfolio managers with servicing their existing clientsManage and integrate portfolio management, wealth management and fiduciary and tax services within the George, Knysna, and Gqeberha regional officesLead and recruit employeesWhat will make you successful in this role?Client focusExcellent leadership skillsQualifications and experienceProven leadership skillsExcellent understanding of the stockbroking, investment and wealth management industryEight years' experience in the industryTertiary qualification with CFA/CA/LLB an advantageRegulatory examination for a Key Individual RE 1 and 3 applicable to category II FSPsKnowledge and skillsProven knowledge and understanding of financial marketsKnowledge of the trading environmentEstablished networks in the Garden RouteStrong numerical orientationHighly organised with a high level of customer focusAccurate and detail orientatedCritical and analytical capabilityAbility to perform well under pressure and show maturity, confidence and resilienceExcellent listening, communication and interpersonal skillsPro-active approach to work, clients and problem-solvingLearning agility and curiosityPassionate ownership for resultsBuild a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
To be considered for the above opportunity please upload your detailed CV on or before 27 December 2024.Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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