Managing Director: Investment

HR Options; Cape Town; On-site; ZAR 1 500 000 - 2 000 000; Full time

Job summary

A leading financial services company is looking for a Managing Director: Investment in Cape Town. This role requires a minimum of 12 years experience in the financial services sector and emphasizes strong leadership, strategic thinking, and excellent communication. Responsibilities include overseeing investment processes and managing division activities to meet targets. Ideal candidates will have a relevant degree, strong mentoring skills, and a focus on compliance with financial regulations. Join an organization committed to growth and ethical standards.

Qualifications

• 12+ years of relevant experience in the financial services industry.
• Technical competency across management areas including finance and regulation.
• Ability to multitask and delegate effectively.

Responsibilities

• Oversee the investment philosophy and processes for the division.
• Lead and motivate division team members to achieve targets.
• Ensure compliance with legal and ethical standards.

Skills

Leadership

Mentoring

Team collaboration

Strategic thinking

Problem solving

Excellent communication skills

Education

Relevant degree in business management or finance

Investment management qualification

Job description

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation.

Your:

Formal Education:

• Relevant degree in business management or finance, preferably complemented with an investment management qualification;

Experience:

• At least 12 years relevant experience in the financial services industry;
• Technical competency – a broad understanding of all areas of management, including knowledge of investment management, finance, legal, regulatory, marketing and communication, strategic planning, human resources and information technology;
• Knowledge of commercial law and other legislation relevant to the company’s area of business;
• Ability to multitask and delegate;
• Teamwork and collaboration;
• Superb management, leadership and motivational skills.;Sharp commercial and strategic thinking.
• Long-term vision;
• Problem solving ability;
• Ability to analyze and evaluate information;
• Excellent written and oral communication skills;

People:

• Leadership;
• Motivate and mentor team members;
• Advocate policies and procedures concerning employees
• Motivate, guide and lead the division as a team;
• Implement the Employment Equity policy.

Processes:

• Execute the responsibilities of a Managing Director according to lawful and ethical standards;
• Effectively manage the human capital of the division according to authorized personnel policies and procedures that fully and regulations;
• Identify, develop and direct the implementation of the division’s strategy;
• Plan and direct the division’s activities to achieve stated/agreed targets and standards;
• Oversee the investment philosophy and process across the range of investment solutions offered by the division;
• Maintain and develop organizational culture, values and reputation in its markets and with all staff, contractors, advisors, clients, suppliers, partners and regulatory/official bodies;
• Report to WRI CEO on organizational plans and performance, with a specific focus on consolidation and co-operation;
• Analyze and develop distribution channels;
• In conjunction with the National Executive: Finance, maintain the division’s financial performance;
• In conjunction with the Group Marketing and Sales division and other companies within the WRI cluster and group, maintain existing and develop new products and solutions, as and when required;
• In conjunction with Group Marketing and Sales division, plan marketing, advertising and promotional campaigns;
• In conjunction with Group Marketing and Sales division, plan and develop sales activities;
• Recruit, select and develop subordinate team members;
• Ensure sustainable succession planning through-out the division.

Technology:

• Coordinate the development, implementation, training and maintenance of the various systems and tools required by the business;
• Specifically ensure adherence to Group IT and IT security policies.

Finance /Growth:

• Prepare annual budget for division and prudently manage company’s resources within those budget guidelines;
• Monitor and report on division’s operational and financial performance on a monthly, quarterly and annual basis.

Marketing:

• Identify areas where opportunities exist for business expansion.
• Drive business negotiations and liaison process.

Regulatory:

• Comply with the fit and proper requirements as prescribed in FAIS;
• Licensed as a Key Individual for all category II products;
• Absolute focus on the fair treatment of clients;
• Ensure compliance (to the extent applicable) with FAIS, FICA, POPIA and any other relevant pieces of legislation or regulations applicable to the company’s area of expertise;
• Liaise and co-operate with the Group compliance function on a continuous basis.

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MANAGING DIRECTOR INVESTMENT BELLVILLE • Bellville, City of Cape Town, South Africa