In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
Read more about this company
Are you someone who can:
Key Responsibilities
Sales Growth and Distribution Leadership
- Leads and manages team of Channel Managers.
- Drives achievement of API and AUM targets at the national level.
- Responsible for tracking, influencing, and enhancing the entire sales activity value chain.
Translates business strategies into actionable growth plans, through:
- Clear Key Performance Indicators (KPIs)
- Measurable success criteria
- Identifies and converts cross-sell and upsell opportunities across investment and life insurance product lines.
Improves sales efficiency by:
- Analyzing activity patterns
- Optimizing productivity levers
- Implementing performance-enhancing initiatives
- Plans, executes, and measures regional business development campaigns.
- Ensures all associated risks are identified and effectively mitigated.
Service Culture and Advisor Experience
- Establishes a culture of service excellence, prioritising relationship building, innovation, and advisor empowerment.
- Focuses on deepening long-term, trust-based relationships with advisors to strengthen distribution channels and increase market share.
- Translates advisor needs into actionable service solutions aligned with organisational values, service standards, and customer journey frameworks.
- Ensures the technical accuracy and relevance of product knowledge, advice support, and solution design.
- Oversees the resolution of advisor and client escalations, ensuring timely and effective outcomes.
- Leverages insights gained from escalations to proactively drive service enhancements.
- Supports continuous improvement by collecting, analysing, and acting on advisor feedback to refine service and engagement models.
Portfolio Management and Business Development
- Manages internal client portfolios as a core responsibility.
- Generates and develops strategic leads to support business growth.
- Assists advisors in converting revenue-generating opportunities.
- Collaborates with product houses and business units to uncover new revenue streams and increase product penetration.
- Encourages the use of digital, self-service, and platform-based tools to improve advisor efficiency and reduce operational costs.
Risk, Governance, and Compliance
- Operational compliance is a critical responsibility, ensuring strict adherence to all legislative, regulatory, audit, and company policies relevant to the financial advice environment.
- Maintains up-to-date knowledge of applicable legislation, compliance standards, and industry best practices.
- Embeds governance and quality assurance standards across all Channel Manager and BDM activities.
- Participates in risk forums and contributes to proactive risk mitigation strategies.
- Conducts ongoing monitoring of business processes to ensure alignment with quality, governance, and customer journey requirements.
Process and Operational Excellence
- Responsible for aligning and implementing end-to-end processes that support efficient advisor journeys and eliminate friction points.
- Utilises technology, data insights, and platform innovation to streamline processes and improve operational efficiency.
- Regularly reviews and refines existing processes to reduce redundancy and maximise value creation.
- Leverages advisor feedback and performance reports to drive continuous improvement throughout the organisation.
Strategic Input and Execution
- Shapes the tactical direction of the distribution business by aligning operational plans with strategic growth objectives, ensuring cohesive execution across the network.
- Develops and implements initiatives aimed at improving sales, service standards, and the advisor experience to maintain the business’s competitiveness and responsiveness to market changes.
- Engages regularly with advisors and stakeholders to tailor product integration strategies and wealth solutions that address their specific needs.
- Supports the ongoing success of the distribution business through proactive adaptation and stakeholder collaboration.
People Leadership and Capability Development
- Leads and nurtures a team of Channel Managers, ensuring they effectively support BDMs in uplifting advisor performance.
- Identifies skills and competency gaps within the team, implementing targeted development programmes and providing on-the-job coaching.
- Requires all team members to create, execute, and review personal development plans.
- Supports talent management, succession planning, and career pathing in accordance with organisational and legislative requirements.
- Fosters an inclusive, collaborative, and high-performance culture that underpins transformation objectives.
- Champions teamwork, knowledge sharing, and diversity of thought across the distribution network.
Core Key Performance Indicators (KPIs)
- API Growth
- AUM Growth
- Advisor activity uplift and productivity
- Sales efficiency metrics
- Quality of advisor support and service experience
- Campaign performance and conversion rates
- Risk and governance adherence
- Employee engagement and team capability development
- Adoption of digital and platform tools
Qualifications
- Bachelor of Business Administration or equivalent degree.
- Investment and insurance experience is an advantage
End Date: March 10, 2026