Job Description

Generating income from funds managed to contribute to the profitability for the branch and the compny; by providing a professional, quality service and consulting advice to clients; client satisfaction, retention and expansion; through co-ordinating all internal and external contacts; keeping abreast of developments in industry, generating new business for the branch, whilst ensuring at all times that the compny’ standards are maintained.

Education and Experience

Recognised Bachelor’s degree (3 year)
CFP/CFA advantageous
At least 4 years’ employee benefits consulting, risk benefits and investments experience required of which at least 3 years must be in a supervisory capacity

Knowledge and skills

In-depth professional knowledge and experience in a specialised field or broad knowledge of a number of fields
Technical, specialist or analytical skills acquired through tertiary education or the equivalent experience
After appointment to the job, 6 months training/ familiarisation time would typically be required for the job holder to become fully competent in the role

Problems are variable, and require technical or analytical skills and several years of experience in the field or discipline

Functionl Competencies

Application and compliance with FAIS requirements
Managing a team (understanding HR policies, motivating staff, directing behaviour)
Supervising Reps on supervision
Running/facilitating meetings
Problem solving (conflict management, negotiation skills, leading)
Ability to apply legal framework
Solutioning & advisory: advise clients on the company’s solutions/products and wider market
Purposeful collaboration (ability to collaborate across teams and platforms)
Professional etiquette
Financial literacy (numeracy skills)

Client development ability – new business and the ability to upsell company''s products to existing clients

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