Branch Manager - WC, Cape Town, Heron Crescent

In brief

**Overview** This document outlines the role of a Branch Manager at Liberty Group, specifically for their branch in Heron Crescent, Cape Town, Western Cape. The position involves leading and managing branch operations and resources to ensure sustainable profitability, foster a client-focused, high-performance culture, and drive business growth within the financial services industry. **What you will do** As the Branch Manager, you will be responsible for: * Effectively leading and managing IAM branch operations and resources, encompassing people, processes, and systems. * Achieving sustainable profitability for the branch and fostering a client-focused, high-performance culture. * Driving business growth through the effective recruitment, retention, and comprehensive management of diverse Broker Consultants. * Ensuring the alignment of company objectives with adviser execution. * Ensuring strict regulatory compliance with FSCA (Financial Sector Conduct Authority) and Treating Customers Fairly (TCF) principles. **Requirements (from the original advert)** * **Qualifications:** * Type of Qualification: First Degree * Field of Study: Business Commerce, Finance and Accounting, Marketing * Licenses & Certifications: FAIS Representative * **Experience Required:** * Sales: 1-2 years * Sales & Distribution: 1-2 years * Strong understanding of regulatory compliance, risk management, and client service principles (e.g., TCF) within the financial services industry. * Proven experience in managing operational budgets and achieving financial targets. * 7-10 years of progressive experience within the insurance, financial services, or asset management sectors. * This includes at least 3-5 years at a management level, overseeing teams or significant operational areas. * Proven track record in sales and distribution management, with demonstrated experience in financial adviser recruitment, retention, and development. * Demonstrated ability to lead and manage diverse teams, including independent contractors. * **Behavioural Competencies:** * Adopting Practical Approaches * Challenging Ideas * Checking Things * Developing Expertise * Directing People * Empowering Individuals * Making Decisions * Producing Output * Seizing Opportunities * Taking Action * Team Working * Upholding Standards * **Technical Competencies:** * Claims Knowledge and Management * Client Acceptance & Review * Compliance * Customer Value and Insights Management * Financial Acumen * Financial Management Financial * Innovation Strategy and Portfolio Management * Insurance Principles * Insurance Products & Services * Meeting Logistics * Office Logistics * Product Innovation Lifecycle Management * Quality Management * Risk Management * Root Cause Analysis * Underwriting Management * Underwriting Process * Workspace Management * Written Communication **Who should apply** This role is suitable for a candidate with a First Degree in Business Commerce, Finance and Accounting, or Marketing, who also holds a FAIS Representative certification. The ideal applicant will have extensive experience (7-10 years) in the insurance, financial services, or asset management sectors, with a significant portion (3-5 years) in a management capacity overseeing teams or operational areas. A proven track record in sales and distribution management, including the recruitment, retention, and development of financial advisers, is essential. Candidates should demonstrate the ability to lead and manage diverse teams, including independent contractors, and possess a strong understanding of regulatory compliance, risk management, and client service principles (TCF). Experience in managing operational budgets and achieving financial targets is also required. The role demands individuals who exhibit a wide array of specified behavioural and technical competencies. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/branch-manager-wc-cape-town-heron-crescent-liberty-group-south-africa Source: myjobmag

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At a glance

• At least 7 years of experience.

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