Branch Leader - Retail Banking & Wealth Management

Sanlam Limited

Cape Town

On-site

ZAR 700,000 - 1,000,000

Full time

2 days ago
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Benefits offered by this job

Competitive salary and incentives
Career advancement opportunities
Supportive and collaborative work
Ongoing training and development

Job summary

Sanlam Developing Markets in Cape Town is seeking a Branch Manager to grow the branch's customer base and revenue by leading the retail strategy and guiding Sales Consultants.

You will foster a service delivery culture, manage day-to-day operations, and ensure compliance and risk management while collaborating with HR on people practices. The role offers a competitive salary, career growth, and a collaborative environment within the Sanlam group.

Qualifications

  • Matric (Grade 12) completed.
  • RE1 and RE5 certifications achieved.
  • 120 Wealth Management credits or FSCA-recognised qualification.
  • Class of Business accreditation (annual) held.
  • CPD compliance current and past cycles.

Responsibilities

  • Grow the customer base and revenue of Sanlam Retail Mass.
  • Guide and standardise activities of Sales Consultants.
  • Lead a service delivery culture for optimal client experience.
  • Oversee day-to-day maintenance and management of the Retail branch.
  • Develop branch strategy and business planning.
  • Ensure branch sales delivery and drive service culture.
  • Ensure compliance, quality, and risk management.

Skills

Sales tactics
Stakeholder engagement
Customer service
Regulatory knowledge
People management
Data analytics
Project management
Communication skills
Leadership

Education

Matric (Grade 12)
RE1 and RE5
120 Wealth Management credits or FSCA-recognised qualification
Class of Business accreditation (annual)
CPD compliance current and past cycles

Job description

Sanlam Developing Markets in Cape Town is seeking a Branch Manager to grow the branch's customer base and revenue by leading the retail strategy and guiding Sales Consultants.

You will foster a service delivery culture, manage day-to-day operations, and ensure compliance and risk management while collaborating with HR on people practices. The role offers a competitive salary, career growth, and a collaborative environment within the Sanlam group.

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