Talent Pool: Investment Regional Manager (KZN & EC) MMH250923-9

Momentum; Durban; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A financial services firm in Durban is seeking an Investment Regional Manager to lead a team of consultants. The role focuses on building relationships with Independent Financial Advisers (IFAs) and achieving regional sales targets. Candidates should have a BCom degree, significant experience in the investment sector, and strong leadership skills. This position offers opportunities for professional growth and team development.

Qualifications

• 5 to 8 years of investments experience.
• 3 to 5 years of management experience, preferably in investments.
• Strong knowledge of investment products, fund selection, and service offerings.

Responsibilities

• Manage and lead a diverse team of consultants.
• Set and uphold performance standards and sales targets.
• Acquire new IFA relationships within the region.
• Develop high-performance culture within the team.

Skills

Investment Management

Financial Planning

Business Management

Sales Management

Team Leadership

Education

BCom degree

Honours degree

CFA

CFP

Job description

Role Purpose

The Investment Regional Manager supports and manages a team of consultants and helps them build connections with their respective Independent Financial Advisers (IFAs). The Investment Regional Manager also needs to ensure the growth of the IFA business, while achieving regional sales targets.

Requirements

Qualifications:

• BCom degree in the following fields: Investment Management, Financial Planning, Business Management.
• Honours degree is an advantage.
• CFA and/or CFP is an advantage.

Experience:

• 5 to 8 years’ investments experience.
• 3 to 5 years’ relevant management experience is preferred, with a preference in investments.
• Momentum Investments experience an advantage.
• 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

People Mobiliser

• Manage and effectively lead a diverse team of consultants to maximise their outputs and reach their performance targets.
• Continuous drive to interview and recruit the best consultants to match the IFA base in the region.
• Join consultants on IFA visits for development and IFA feedback.
• Provide regular performance feedback and on the job coaching (one-on-one and as a team).
• Mobilise and motivate the consultants through a trust relationship.
• Sustain and motivate a team that will support the leader and their business plan.
• Manage consultants and their panels according to the panel management practice.
• Monitor the number of meaningful visits done by consultants weekly and monthly.
• Build pivotable relationships with all key stakeholders, which include people within Momentum Distribution Services (MDS), the Momentum product houses and external stakeholders.

High-performance Culture

• Develop and execute the business plan outlined by Momentum Distribution Services (MDS) for the respective region.
• Set and uphold performance standard in the team to continuously attract new IFAs.
• Set annual, quarterly, and monthly sales targets for each consultant in the region.
• Develop and drive growth in sales distribution that are in support of strategic objectives of MDS.
• Create a high-performance team culture that drives growth, recognition, and competitiveness.
• Ensuring the achievement of sales targets on a monthly and annual basis.

Learning And Development Catalyst

• Engage with product house specialists systematically and consistently to ensure the team is knowledgeable with the relevant Momentum products.
• Support and drive the various learning programmes that are run in MDS with the team.
• Facilitate new content, product changes and enhancements to consultant and the IFA market.
• Conduct a product competitor comparison with the products offered by Momentum.
• Develop on the full MDS value chain, including service, product, and distribution. This includes being the enabler of technology, knowledge, and marketing to the team.

IFA Acquisition And Connection

• Acquire new sustainable IFA Relationships within the region.
• Take ownership of the IFAs in the region to build meaningful and mutually beneficial relationships between the advisers and Momentum.
• Ensure frequent engagement and marketing activities are facilitated by the team to IFAs.
• Drive clear communication between IFA’s and consultants.
• Actively monitor and report on IFA engagement and team output to the broader MDS.
• Drive engagement with IFAs that are advice-led and focused on best practice principles that lead to great service delivery.
• Drive sound financial and corporate governance practices.
• Take ownership of IFAs and client queries and ensure matters are resolved timeously.

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