Regional Head: Southern and Eastern Cape

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Regional Head: Southern and Eastern Cape

Location:

George, Western Cape, ZA

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R200 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

Sanlam Private Wealth - Southern and Eastern Cape

In South Africa, Sanlam Private Wealth has a footprint of nine regional offices. Two of these offices are in the Southern Cape region - George and Knysna and another in the Eastern Cape region - Gqberha, servicing clients from Swellendam in the west and the greater Karoo.

Each of the three regional offices has portfolio managers, and the offices are roughly equal in their contribution to Sanlam Private Wealth’s profitability.

There is a marked influx of people moving to the region and we expect this trend to continue for at least the next decade. It is therefore a strategic growth area for Sanlam Private Wealth, and the successful candidate will drive this growth by tapping into his or her local networks of brokers, advisers and direct client base.

What will you do?

MANCO ROLE

• Contribute to the formulation of company strategy
• Take ownership of company values and objectives at regional office level
• Implement business strategic initiatives within the offices in your region (George, Knysna, and Gqeberha)
• Contribute to the success and profitability of Sanlam Private Wealth
• Represent Sanlam Private Wealth as and when required

MANAGEMENT ROLE

• Take full responsibility for profit, budget and inflow targets
• Drive the company culture and goals
• Manage the investment process within the regional office:
  • Ensure compliance with respect to the model investment portfolios
  • Ensure employees who trade adhere to the rules of the company and the JSE
• Assume responsibility for the regional office profit and loss including revenue and expense management
• Manage the day-to-day running and administration of the regional offices:
  • Determine and manage relationships with the Branch Service Managers and jointly with the COO
  • Perform the review and approval function in a number of administrative and internal control processes
• Assume responsibility for the regional office distribution strategy:
  • Source new clients for regional offices
  • Agree and manage working relationships with the various Sanlam and other distribution channels
  • Assist portfolio managers with servicing their existing clients
• Manage and integrate portfolio management, wealth management and fiduciary and tax services within the George, Knysna, and Gqeberha regional offices
• Lead and recruit employees

What will make you successful in this role?

• Client focus
• Excellent leadership skills

Qualifications and experience

• Proven leadership skills
• Excellent understanding of the stockbroking, investment and wealth management industry
• Eight years’ experience in the industry
• Tertiary qualification with CFA/CA/LLB an advantage
• Regulatory examination for a Key Individual RE 1 and 3 applicable to category II FSPs

Knowledge and skills

• Proven knowledge and understanding of financial markets
• Knowledge of the trading environment
• Established networks in the Garden Route
• Strong numerical orientation
• Highly organised with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work, clients and problem-solving
• Learning agility and curiosity
• Passionate ownership for results

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office – the Sanlam Group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

• To be considered for the above opportunity please upload your detailed CV on or before 27 December 2024.
• Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.