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