Talent Pool: Investment Regional Manager - Countrywide MMH230620-20

Role Purpose

The Investment Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFAs 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 and 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 IFAs.
• Active reporting.
• Drive an engagement that are advice-led environment that focuses on best practice service delivery.
• Drive sound financial and corporate governance practices.

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