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Regional Manager: Wealth – Waterfall, Gauteng

Regional Manager: Distribution Wealth with a Financial Degree and/or CFP, CAT 2 Key Individual (RE1, RE3 and RE5) Certifications and minimum 5 years’ Financial Services Industry experience within a distribution or Broker environment specific to Wealth & Investment, required to manage the region in terms of marketing strategy, increasing market share and profitability, managing revenue targets and recruiting and vesting of Adviser Offices.

 

Minimum requirements:

  • Financial Degree and/or CFP required
  • CAT 2 Key Individual certification required – RE1, RE3 and RE5
  • Significant Financial Services Industry experience, preferably within distribution and/or Broker environment essential
  • Extensive financial Services Product, Regulatory Legislative and Compliance knowledge required
  • Leadership and management experience, preferably managing a Sales Team required

 

Responsibilities:

  • Execute the Distribution Business Strategy on a Regional basis
  • Revenue and profitability growth
  • Manage the advice, compliance and financial risk associated with Financial Advisers
  • Ensure adherence to Financial Service Industry Regulations
  • Manage change and business innovation per Adviser Office
  • Manage expenses and operational budgets
  • Build partnerships, networks and business expansion
  • Talent identification and development
  • People management and leadership

 

If you are a South African Citizen & your CV meets the above criteria, please send your CV to lourie@yazoo.co.za

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.

 

By Submitting your personal and employment information and application you hereby confirm:

  1. That you have read and understood our POPI Policy.
  2. That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.
  3. Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.
  4. That the information you have provided to us is true, correct and up to date.