Regional Manager

2 weeks ago


Durban North, 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
- 5 - 8 Years Management experience
- Wealth Management essential


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