Talent Pool: Investment Regional Manager - Countrywide

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Investment Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA’s in the best panel with 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, Investment Management.
• Honours degree is an advantage.
• CFP is an advantage.
  
  

Experience:

• 5 to 8 years’ investment management experience.
• 3 to 5 years’ relevant management experience.
• Momentum Investments experience an advantage.
  
  

Knowledge:

• Sound knowledge of investment industry and Momentum Investment products including Fund selection, DFM and Securities etc.
• Sound knowledge of business products, processes and service offerings.
• Strong business acumen, with an ease to take decisions and initiating action.
• Financial planning and advice process knowledge – tax, structuring.
  
  

Duties & Responsibilities

Mobiliser/Active People Management:

• 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.
• To mobilise and motivate the specialist through a trust relationship.
• Effectively lead the 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.