Regional Manager at Sanlam Private Wealth

Job description

Key Responsibilities:

• Contribute to the formulation of the company and channel strategies of SPW along with Channel Heads and ensure the implementation thereof
• Contribute to the general success and profitability of SPW
• Compile regional budgets and manage costs and income budgets accordingly
• Manage and integrate Portfolio and Wealth Management, Fiduciary, Tax and Credit offerings to clients within the region
• Monitor risk and compliance by ensuring employees who trade, adhere to the company’s and JSE rules and other relevant legislation
• Represent SPW as and when required in accordance with the company profile
• Take full responsibility for the overall performance, delivering on agreed profits and budgets for all braches at regional level
• Network for opportunities for the region with both direct clients and intermediaries by working closely with the National Sales Manager, in co-ordinating business development activities
• Accountable for upholding the company culture, values and objectives at regional level
• Implement and maintain talent management of all regional employees ensuring a comprehensive talent retention and management plan is in place and executed accordingly
• Empower employees to take responsibility and be accountable
• Along with the Branch Service Manager, manage the day to day running of branch administration within the region and assist in monitoring overall customer satisfaction
• Facilities Management
• Assist in monitoring overall client satisfaction

Minimum Requirements:

• Bachelor’s degree and / or industry qualification
• Proven track record to lead a team at a regional level
• Previous experience within investments / financial services / private clients administration will be a distinct advantage

Technical Competencies:

• Computer literate in MS Office
• Knowledge of the trading environment

Behavioural Competencies:

• Leadership, networking and influencing capability
• Strong implementation skills to drive the SPW strategy
• Personal drive and ambition to achieve results and succeed
• Highly organized with a high level of client focus
• Diligent with a meticulous work ethic
• Assertive
• 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