Description:
TOP JOB ALERT
Our client a leader in the Financial Services Industry is looking to employ an experienced Regional Head for their Port Elizbeth operation.
To secure you would need to tick the follwoing boxes :
Excellent understanding of the stockbroking, investment, and wealth management industry. Eight years’ experience in the industry. Tertiary qualification with CFA/CA/LLBNote : this will be a Equity Appointment.
An awesome career opportunity awaits!
Requirements:
Proven leadership skills. Excellent understanding of the stockbroking, investment, and wealth management industry. Eight years’ experience in the industry. Tertiary qualification with CFA/CA/LLB an advantage. Regulatory examination for a Key Individual RE 1 and 3 applicable to category II FSPs. Proven knowledge and understanding of financial markets. Knowledge of the trading environment. Computer literacy. Established networks in the Garden Route.
Responsibilities:
Manco Role
Contribute to the formulation of company strategy. Take ownership of company values and objectives at regional office level. Implement business strategic initiatives within the offices in your region (George and Knysna). Contribute to the success and profitability of the company. Represent the company as and when required.
Management Role
Take full responsibility for profit, budget, and inflow targets. Drive the company culture and goals. Manage the investment process within the regional office. Ensure compliance with respect to the model investment portfolios. Ensure employees who trade adhere to the rules of the company and the JSE. Assume responsibility for the regional office profit and loss including revenue and expense management. Manage the day-to-day running and administration of the regional offices. Determine and manage relationships with the Branch Service Managers and jointly with the COO. Perform the review and approval function in a number of administrative and internal control processes. Assume responsibility for the regional office distribution strategy. Source new clients for regional offices. Agree and manage working relationships. Assist portfolio managers with servicing their existing clients. Manage and integrate portfolio management, wealth management and fiduciary and tax services within the regional offices. Manage and recruit employees.
Please note should you...
07 Feb 2023;
from:
gumtree.co.za