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Role Purpose    
The Retail Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFAs in the best panel with the best BC. Ensure a high performance culture is set and maintained. Drive profitable growth through planning, execution, and management of a team of BCs that builds IFA Connections. 

Requirements    
Qualifications:

• BCom degree in the following fields: Business Management, Investments.
• Honours degree is an advantage.
• CFP is an advantage

Experience:

• 5 to 8 years’ financial service industry experience with majority in risk and saving
• 3 to 8 years’ relevant management experience
• Momentum Myriad and Investo experience an advantage
• Strong business acumen, with an ease to take decisions and initiating action
• Business process experience – new business, underwriting, claims

Knowledge:

• Financial planning and advice process knowledge – tax, structuring, estate planning
• Knowledge of financial services industry and Momentum products

Duties & Responsibilities    
Active People Mobiliser:

• Manage the team
• Continuous drive to interview and recruit the best specialist to match the IFA base
• Joint calls with specialists.
• Regular feedback and coaching - one-on-one and in the team.
• People that will walk through fire for their RGM.
• Effective lead team.
• Have robust relationships with all key stakeholders in MDS product houses and externally

Driver of high-performance culture:

• Develop and execute the business plan
• Set the performance standard by regularly attracting new IFAs.
• Set annual, quarterly and monthly sales goals for each BC.
• Develop and drive growth in sales distribution in support of strategic objectives.
• Create a great team spirit.
• Active competition and recognition
• Ensure achievement of sales targets.
• Competition to step up further

Learning and Development Catalyst:

• Engage each of their Specialists systematically and consistently
• Support the Continuous learning program and knowledge distribution program
• Bring new content, product changes smoothly into the IFA market
• Master competitor comparison
• Develop on full value chain including service, product, and distribution including the enablers of technology, knowledge and marketing 

IFA Acquisition and Connection:

• Acquire new IFA Relationships
• Take ownership for the IFA's and build meaningful and value-adding relationships between the advisers and Momentum
• Ensure frequent engagement and marketing activities
• Drive clear communication to IFA’s
• Active reporting,
• Drive an engagement that are advice-led environment that focuses on best practice service delivery.
• Drive sound financial and corporate governance practices

Competencies    

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight 

Closing Date: 18th, May 2022