Branch Manager

Standard Bank of South Africa Limited; South Africa; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Liberty Group Limited in Cape Town seeks an experienced leader to head IAM branch operations and resources, including people, process and systems, to drive sustainable profitability and a client‑focused, high‑performance culture.

You will lead recruitment, retention and development of Financial Advisers, align adviser execution with company objectives and ensure regulatory compliance (FSCA) and TCF.

Qualifications

• First Degree with FAIS Representative certification is required.
• Strong regulatory compliance, risk management, and client service knowledge (TCF).
• Proven sales and distribution management experience in financial services.
• 5–7 years of experience; 3–5 years in a management role overseeing teams.

Responsibilities

• Lead IAM branch operations and allocate resources (people, processes, systems).
• Drive growth through adviser recruitment, retention and development.
• Ensure alignment with FSCA and TCF regulatory requirements.
• Manage budgets and monitor financial targets.

Skills

Regulatory compliance

Risk management

Client service

Sales & distribution

Leadership

Education

First Degree

FAIS Representative

Job description

Business Segment: Insurance & Asset Management

Company: Liberty Group Limited

Location: ZA, Western Cape , Cape Town , Bellville

To effectively lead and manage IAM branch operations and resources (people, process, systems) to achieve sustainable profitability and foster a client-focused, high-performance culture. Drive business growth through effective recruitment, retention, and comprehensive management of diverse Financial Advisers. Ensure alignment of company objectives with adviser execution, ensuring strict regulatory compliance (FSCA) and Treating Customers Fairly (TCF).

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting, Marketing
Licenses & Certifications: FAIS Representative
Experience Required
Sales
Sales & Distribution
1-2 years
Strong understanding of regulatory compliance, risk management, and client service principles (e.g., TCF) within the financial services industry. Proven experience in managing operational budgets and achieving financial targets.
5-7 years
7-10 years of progressive experience within the insurance, financial services, or asset management sectors. This includes at least 3-5 years at a management level, overseeing teams or significant operational areas. Proven track record in sales and distribution management, with demonstrated experience in financial adviser recruitment, retention, and development. Demonstrated ability to lead and manage diverse teams, including independent contractors.

Additional Information

• Adopting Practical Approaches
• Challenging Ideas
• Checking Things
• Developing Expertise
• Directing People
• Empowering Individuals
• Making Decisions
• Producing Output
• Taking Action
• Team Working
• Upholding Standards
• Claims Knowledge and Management
• Client Acceptance & Review
• Compliance
• Customer Value and Insights Management
• Innovation Strategy and Portfolio Management