Regional Manager - Glacier International

What will you do?

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

Knowledge and Skills

Personal Attributes

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 of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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. 

Our commitment to transformation