Regional Manager – Glacier International at Sanlam Group

Job Purpose

• The Glacier International (GI) Regional Manager will be responsible for developing an international investment intermediary portfolio and increasing the Sanlam Group’s market share of international business from this portfolio.  
• This position will be based in our regional office in Cape Town.

Key Outcomes

The following outcomes will be expected to be achieved by the Regional Manager – GI:

• Leading & managing a team of Offshore Specialists based in the regions.
• Part of the team that develop and implement the national GI Distribution strategy for various channels and networks.
• Coordinate the GI marketing strategy and provide content enablement to the marketing and sales teams.
• Provide competitor and regulatory insights.
• New business and increased retention of existing investment business via the various distribution channels.
• Profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio.
• Developing and implementing a regional business plan for the region (sales volumes, investment education and training, marketing and client services – administration).
• Implementing an intermediary support model to facilitate effective and efficient support between GI, the intermediary and the various Sanlam Group product providers by:
• Supplying accurate investment, product, fund, service and investor information.
• Training and developing the intermediary and office staff.
• Supporting investment projects and campaigns (marketing support).
• Participating in investment product implementation (presentations, product development & client service support).
• Practice Management (facilitate or identify broker needs – technology, reporting and developing a profitable practice).
• Management of administrative consultants.
• Co-ordinate and maintain effective SLAs with all relevant stakeholders.
• Ensure adherence to all regulatory requirements (e.g. FAIS, FICA & TCF).
• To act as a Category I authorised representative for the purposes of rendering advice.

Qualifications and Experience

• 5+ years’ experience in a financial distribution environment leading a team.
• Relevant financial/ investment qualification (Financial tertiary qualification).
• RE5.
• Support and developing of intermediary (IFA) practices.
• Fully bilingual (English and Afrikaans).
• Technical knowledge about international investments, investment industry and trends.
• Valid Driver’s License and own reliable vehicle.
• Must be willing to travel.
• Prior approval as an authorized representative will be advantageous. 

Competencies

• Resilience and Tenacity (sales environment)
• Building and maintaining relationships
• Impact & Influence
• Action Orientation / Performance driven
• Technology and Digital orientated
• Client Orientation / Client centricity
• Communication (verbal & written)
• Innovative thinking and problem-solving
• Leadership skills – conceptual understanding 
• Management skills (planning, leading, organising & controlling)
• Presentation skills
• Pressure/Stress Tolerance

Attributes

• Positive, enthusiastic attitude 
• Aspirational values of being performance driven, having a “can do” attitude and achieving through teamwork.
• Comfortable with building relationships and confident interacting with multiple role-players and stakeholders on various hierarchical levels.
• Honesty, integrity and respect
• Resilience  

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 6 to 8 years related experience.

Method of Application
Submit your CV and Application on Company Website: