Regional Head (EE Appointment)

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/LLB

Note : 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...