Portfolio Manager - Coastal (KZN,EC,WC) at Sanlam Group

What will you do?

Sanlam Adviser Network is looking for an experienced portfolio manager to manage the Western Cape province and the surrounding area’s through managing key stakeholders and franchise principals. The ideal candidate must be a strategic thinker who can operate in a challenging environment and deliver on key objectives and targets. The portfolio manager role form part of the management committee and reports directly to the channel head. If you also have excellent people skills, business acumen and exemplary work ethics, we’d like to meet you.

The objective of this position is to secure the functionality of the business to drive extensive and sustainable growth.

• Management of team effectiveness
• Manages service delivery through a team of internal and external stakeholders.
• Drives operational excellence through area of supervision
• Holds franchise principals accountable for managerial/supervision work, including recruitment, selection, performance management and talent management of Sanlam independent advisers.
• Identify and recruit successful franchises principals on behalf of the SAN channel.  
• Manage current franchises for success need to be very assertive in management style with strong focus on relationship building, collaboration and stakeholder management 
• Ability to manage key accounts and clear understanding of the macro and micro environmental factors that influence key accounts.
• Assist franchise principals to manage performance of Managers and Advisers employed by Franchise Principals.
• Ability to manage in an environment of little structure and much uncertainty and complexity. 
• Must be target and sales driven, results orientated individual.
• Must be able to manage different value propositions for different stakeholders (advisers, managers, and franchise principals)
• Sales / Productivity focus
• Must be able to translate the SAN Channel’s priorities and strategies into provincial strategy.
• Must be able to allocate and utilise all resources in province to ensure that targets are met.
• Responsible for building your own business by recruiting and managing a team of financial advisers on Sanlam’s behalf
• Manage compliance and business risk 
• Manage the daily business operations 
• Manage performance and develop staff 
• Resolve escalated operational issues 
• Manage budgets 
• Allocate worksites or facilities 
• Manage changes within the business 
• Manage relationships with key stakeholders and clients 
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices
• Worksite management and relationship building 

What will make you successful in this role?

• Proven experience in senior sales management role
• Must have worked with senior sales people in a distribution channel
• A minimum of 6 to 8 years related experience
• Understanding of business functions such as tied salesforce, compliance, Human Capital, finance, marketing etc., 
• Demonstrable competency in strategic planning and business development
• Working knowledge of data analysis and performance/operation metrics
• Working knowledge of Information Technology/Business infrastructure and Microsoft Office
• Outstanding organisational and leadership abilities
• Aptitude in decision-making and problem-solving
• Proven track record of sales delivery through a sales team at a senior level

Qualifications

• Grade 12 or equivalent 
• RE 1 and RE 5
• A relevant Diploma/ Degree such as Business/Marketing/Sales
• Relevant post graduate business or commercial degree

Knowledge and Skills

• Formulates, revises and implements the investment plans
• Investment monitoring and compliance
• Investment strategies and management of complex investments
• Recommendations and presentation of results
• Industry trends and market changes

Personal Attributes

• Self-development - Contributing through others
• Decision quality - Contributing through others
• Business insight - Contributing through others
• Financial acumen - Contributing through others