Jobs at Momentum – Branch Manager

• Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
• Recruit, select and retain high quality financial advisors by ensuring an optimum mix of talent in each advisor category in order to build capability to meet current and future staffing needs in accordance with the manpower plan
• Support and guide Financial Advisors through the decision making process by displaying exceptional product knowledge and customer centricity
• Adhere to high ethical standards and ensure Financial Advisors comply with all regulations/applicable laws as it applies to the entire branch
• Ensure technical product and legislative knowledge is always current in order to advise on the most relevant and innovative client solutions and comply with governance requirements
• Ensure that sales support zones are optimised to appropriately manage poor performance and minimise staff turn-over
• Ensure the applicable Branch meets and exceeds productivity, production and quality targets as determined
• Timeously complete all administrative and reporting duties, including sales and marketing data tracking, feedback and business cases related to the role within the agreed timeframes
• Ensure that segmentation insights, information and toolkits are used to enable Financial Advisers to indentify and reach target segment customers
• Teach, coach, mentor, and supervise financial advisers to meet and exceed performance standards and enable progression in their career path
• Induct, develop and support financial advisers to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs
• Participate in tactical sales planning and implement the business plan for the branch as developed and agreed
• Manage and monitor activities of Financial Advisers through market allocation to ensure that each financial adviser has adequate and appropriate market access opportunities
• Utilise the Distribution Management Operating System to monitor and manage financial performance
• Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised

Job Requirements:

• Grade 12/NQF 4 equivalent qualification
• FAIS Representative Regulatory Exam Level 5 passed
• 120 FAIS related credits

Qualification & Experience:

• Minimum 1 year managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP