Job Description

Our client, a leader in Investment, Wealth and Insurance has a fantastic opportunity for a Regional Manager who will report to the Head of Distribution, Wealth & Investment. If you are looking for a rewarding career within the financial services industry, then this role is for you! You will be responsible for managing the region (Free State, North West & Northern Cape) in terms of:

• Marketing strategy
• Increasing market share and profitability
• Managing revenue targets as well as recruitment and vesting of Branches

Further Responsibilities:

• Execute the Distribution business strategy on a regional basis
• Revenue and profitability growth
• Manage the advice, compliance and financial risks associated with Financial Advisers & Wealth Managers
• Ensure adherence to financial services industry regulations
• Manage change and business innovation per Adviser office
• Implement the embed the advice process across all 3 provinces
• Manage expenses and operational budgets
• Build partnerships, networks and business expansion
• Talent identification and development
• People management and leadership

Minimum requirements:

• Financial degree such as BCom (Finance) and / or CFP
• Key individual (RE1)
• Broad and significant financial services industry experience, preferably within distribution and / or broker environment
• Financial services product, regulatory legislative and compliance knowledge
• Leadership and management experience

Competencies required:

• Business innovation and acumen
• Strategic and entrepreneurial thinking
• Persuading and influencing
• Networking and relationship building
• Analytical
• Adapting and responding to change
• Resilient

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