Regional Manager

2 weeks ago


Parktown North, Gauteng, South Africa CA Financial Appointments Full time
My client is seeking a Regional Manager in the Wealth space offering an attractive basic and commission

Responsibilities:

Strategy, Planning and Management

  • Assist in formulating the region's future direction and supporting tactical initiatives
  • Monitor and direct the implementation of strategic business plans
  • Develop Revenue generating strategies to achieve sales targets and expand the region's client base
  • Understand the landscapes and trends, reporting on the forces that shift tactical budgets and strategic direction of accounts
  • Develop performance measures that support the region's strategic direction

Building Client and Provider Relationships

  • Establish productive and professional relationships with key clients and product providers
  • Conduct research and identify new potential clients and market opportunities
  • Effectively communicate the value proposition through proposals and presentations

Sales Performance

  • Achievement of agreed annual sales targets
  • Monitor and analyze performance metrics and implement enhancements
  • Coaching and mentoring
  • Prepare monthly, quarterly and annual forecasts
  • Remain updated current legislation, industry and new provider products

Requirements:

  • CFP, BCom, CISI, FPI qualification
Years Management experience

  • Wealth Management essential

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