Branch Manager at Sanlam Private Wealth

Job description

Key Responsibilities:

• MANCO ROLE
• Contribute to formulation of company strategy
• Take ownership of company values and objectives at branch level
• Implement the business strategic initiatives within the Branch
• Contribute to general success and profitability of Sanlam Private Wealth
• Represent Sanlam Private Wealth as and when required in accordance with company profile
• MANAGEMENT ROLE
• Take full responsibility for delivering on agreed profits and budgets at branch level
• Network for opportunities for the branch with both direct clients and IFA’s
• Drive the company culture and goals in branch
• Manage day to day running of branch administration
• Signing off of journals and other admin approval processes
• Managing of credit control and all costs Ensuring comprehensive reporting
• Manage and integrate Portfolio Management and Wealth Management within the Branch
•  People Management
• Risk and Compliance Monitoring by ensuring employees who trade adhere to the company and JSE rules and other relevant legislation.
• PORTFOLIO MANAGEMENT (IF APPLICABLE)
• Source new client networks in conjunction with wealth and portfolio managers
• Answer investment enquiries from clients; deal with all queries from clients and ensure timeous reporting to compliance officer
• Assist Portfolio Managers with the servicing of their clients

Minimum Requirements:

• Proven track record to lead a team
• Good understanding of the stock-broking /
• investment / wealth management industry
• 5 – 10 Years’ experience in the industry
• Tertiary qualification with MBA/CFA/CA an advantage

Technical Competencies:

• Proven knowledge and understanding of financial markets
• Knowledge of the trading environment
• Computer literacy

Behavioral Competencies:

• Leadership, networking and influencing capability
• Strong implementation skills to drive the SPW strategy within the branch
• Strong organizational and planning skills
• Proven conceptual and strategic abilities
• Tenacity, strong conflict resolution skills and decisiveness  
• Passion for the stock-broking / private client / wealth management  industry
• Diligent with a meticulous work ethic
• Personal drive and ambition to achieve and succeed