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Investment Regional Manager

7 months ago

Cape Town, South Africa Momentum Distribution Services Full time

**Introduction**
- Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.**Role Purpose**
- The Investment Regional Manager is required to support and manage a team of consultants that builds connections with Independent Financial Advisers (IFAs) to obtain key outcomes set out by Momentum Distribution Services (MDS). Additionally, the Investment Regional Manager is responsible for the sale of the relevant Momentum products to IFAs in a specified region. The role crafts and delivers on the region sales strategy to increase the productive IFA footprint and drive key business outcomes, which includes ensuring profitable growth in sales & revenue and great service delivery. As this is a developing new region the new IRM will be require to build panels for the consultants.**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 is preferred
- 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 & 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 team 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.

**Competencies**
- **Deciding and initiating action**: Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may inc