Regional Manager

**Who are we?**

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

**What will you do?**

**Job Purpose**

The Glacier International (GI) Regional Manager will be responsible for developing an international investment intermediary portfolio and increasing the Sanlam Group’s market share of international business from this portfolio. This position will be based in our regional office in Cape Town.

**Key Outcomes**

The following outcomes will be expected to be achieved by the Regional Manager - GI:

- Leading & managing a team of Offshore Specialists based in the regions.
- Part of the team that develop and implement the national GI Distribution strategy for various channels and networks.
- Coordinate the GI marketing strategy and provide content enablement to the marketing and sales teams.
- Provide competitor and regulatory insights.
- New business and increased retention of existing investment business via the various distribution channels.
- Profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio.
- Developing and implementing a regional business plan for the region (sales volumes, investment education and training, marketing and client services - administration).
- Implementing an intermediary support model to facilitate effective and efficient support between GI, the intermediary and the various Sanlam Group product providers by:

- Supplying accurate investment, product, fund, service and investor information.
- Training and developing the intermediary and office staff.
- Supporting investment projects and campaigns (marketing support).
- Participating in investment product implementation (presentations, product development & client service support).
- Practice Management (facilitate or identify broker needs - technology, reporting and developing a profitable practice).
- Management of administrative consultants.
- Co-ordinate and maintain effective SLAs with all relevant stakeholders.
- Ensure adherence to all regulatory requirements (e.g. FAIS, FICA & TCF).
- To act as a Category I authorised representative for the purposes of rendering advice.

**Qualifications and Experience**
- 5+ years’ experience in a financial distribution environment leading a team.
- Relevant financial/ investment qualification (Financial tertiary qualification).
- RE5.
- Support and developing of intermediary (IFA) practices.
- Fully bilingual (English and Afrikaans).
- Technical knowledge about international investments, investment industry and trends.
- Valid Driver’s License and own reliable vehicle.
- Must be willing to travel.
- Prior approval as an authorized representative will be advantageous.
- Competencies
- Resilience and Tenacity (sales environment)
- Building and maintaining relationships
- Impact & Influence
- Action Orientation / Performance driven
- Technology and Digital orientated
- Client Orientation / Client centricity
- Communication (verbal & written)
- Innovative thinking and problem-solving
- Leadership skills - conceptual understanding
- Management skills (planning, leading, organising & controlling)
- Presentation skills
- Pressure/Stress Tolerance

**Attributes**
- Positive, enthusiastic attitude
- Aspirational values of being performance driven, having a “can do” attitude and achieving through teamwork.
- Comfortable with building relationships and confident interacting with multiple role-players and stakeholders on various hierarchical levels.
- Honesty, integrity and respect
- Resilience

**What will make you successful in this role?**

**Qualification and Experience**
- Degree or Diploma with 6 to 8 years related experience.

**Knowledge and Skills**
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Business plan development and implementation

**Personal Attributes**
- Business insight - Contributing through others
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Plans and aligns - Contributing through others

**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for