Regional Partnership Director, Western Cape - Reporting to Head of Advisory

Job Purpose:
As a regional head of the business the role is to ensure all business activity in the region from office management, operations, business development activities extending to marketing, branding, the dispensing of advice and client activation and marketing is managed and executed in a professional manner. The specific responsibilities relate to the build and maintenance of the advisors in the region that will fall into your Partnership Practice.

Knowledge:
A fundamental understanding of the financial services advisory landscape
A fundamental knowledge of FAIS
A general understanding of financial markets
Informed on current events.

Attributes
Business Entrepreneur and self- starter (We are not looking for a Corporate animal)
Curiosity and original thought
Performance Driven and comfortable operating in an in an Owner Managed Business
Team Orientated
Proficient in Technology and Digital Enablement
Proficient in Financial Management
People Skills with Empathy as the most relevant soft skill

Qualifications
Tertiary Degree is a pre -requisite: B Bus Science or B Comm is preferable, and CFA/CFP is an advantage
Other tertiary qualifications will be considered if teh CFA/CFP is complete

Experience
Minimum of 15 years' experience in managing of distribution channels in financial services.
Previous experience in managing financial advisors
Previous experience as a Regional Business Head for an institution or financial services provider will be an advantage.
Knowledge of the Western Cape network and financial services environment will be an advantage.
Previous P & L responsibility

All CV's will be screened against the above criteria. If you do not hear from you can take it your CV has not been shortlisted. I would like all CV submissions to come with tertiary qualiification certificates and Proof of Remuneration. Any employment limitations such as pending Bonuses/Increases, Shares, Resignation periods must be noted in your introductory motivation letter.

Desired Skills:

• financial services
• financial advisory
• financial planning

Desired Accreditations:

• Chartered Financial Analyst