Provincial Head: Standard Bank Financial Consultancy – Affiliate (Western & Eastern Cape) at Standard Bank Group

Job Description

To drive the entrepreneur banking objectives (i.e. Lifestyle, Prestige, Middle) for Standard Bank Financial Consultancy (SBFC) within an allocated region (i.e. Eastern Cape & Western Cape) and within laid down regulatory and Standard Bank Group policies in order to grow profitability.

Key responsibilities include:

• Regional Performance & Stakeholder Engagement: Ensures that all SBFC Affiliate objectives and initiatives are delivered within the region through the effective and efficient implementation of the approved franchise model for outlets in support of a world class premier advisory strategy.
• Sales & Franchise Model Management: Develops regional sales targets in alignment with overall SBFC sales and service objectives. Identifies potential outlets that can be developed in order to drive the entrepreneur banking objectives in line with prescribed franchise model criteria and develops appropriate business cases for approval.  Ensures optimal outlet capacity utilisation.
• Regional Productivity Management: Reviews and analyses the regional customer base within SBSA and other, in order to identify any potential opportunities and allocates resources accordingly.
• Regulatory & Compliance: Accountable for all SBFC risk and compliance matters for the region.

Qualifications

• B.Comm Finance/Legal degree
• RE 1 Certificate (Preferred)
• Certified Financial Planner (CFP) - (Preferred)

Experience Required:

• 7 to 10 years experience in all the product categories in terms of FAIS for SBFC.
• 7 to 10 years experience in managing a team of financial planners.
• Experience in acting as KI for a range of FAIS categories.
• Understanding of franchise models.

Competencies:

• Developing Strategies
• Interacting with People
• Asset Management
• Financial Acumen
• Financial Management (Financial)