Momentum Job Openings – Branch Manager

• Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
• To be self-confident and self-motivated and relentlessly pursue targets and goals
• Support and guide Financial Advisors through the decision making process by displaying exceptional product knowledge and customer centricity
• Teach, coach, mentor, and supervise financial advisers to meet and exceed performance standards and enable progression in their career path
• Ensure that sales support zones are optimised to appropriately manage poor performance and minimise staff turn-over
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
• Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
• 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
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Induct, develop and support financial advisers to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs
• Effectively manage time and ensure optimal productivity
• Adhere to high ethical standards and ensure Financial Advisors comply with all regulations/applicable laws as it applies to the entire branch
• 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
• Ensure that segmentation insights, information and toolkits are used to enable Financial Advisers to indentify and reach target segment customers
• Utilise the Distribution Management Operating System to monitor and manage financial performance
• Ensure the applicable Branch meets and exceeds productivity, production and quality targets as determined
• Manage and monitor activities of Financial Advisers through market allocation to ensure that each financial adviser has adequate and appropriate market access opportunities
• Participate in tactical sales planning and implement the business plan for the branch as developed and agreed
• 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

Job Requirements:

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