Description:
Key Responsibilities:
Manage and grow a portfolio of specialised investment intermediaries.
Source and onboard new intermediaries to expand market reach.
Retain and grow existing investment business across local, international, structured, and guaranteed products
Achieve monthly and annual sales targets through proactive portfolio management
Build and maintain strong relationships with intermediaries, broker networks, and independent financial advisors
Collaborate with internal stakeholders to ensure seamless service delivery and support
Implement a structured intermediary support model to enhance engagement and efficiency
Educate intermediaries and their support staff on investment products, platforms, and digital tools
Facilitate training sessions to promote the use of digital systems and enhance product knowledge
Identify and address intermediary needs related to technical support, reporting, and business development
Drive participation in investment campaigns and product launches
Deliver presentations and support product implementation initiatives
Provide accurate and timely information on products, funds, and services to intermediaries
Ensure all intermediary activities comply with relevant regulations (FAIS, FICA, POPIA)
Maintain accurate records and adhere to internal compliance standards
Coordinate with internal teams to maintain service level agreements (SLAs)
Act as a liaison between intermediaries and product/service providers to resolve issues and enhance service delivery
Job Experience and Skills Required:
Minimum 5+ years experience in financial distribution with team leadership
A relevant financial/investment qualification (RE5 required)
Strong technical knowledge of international investments
Experience supporting and developing IFA practices
Bilingual communication skills (Afrikaans & English)
A valid drivers license and willingness to travel
Apply now!
01 Nov 2025;
from:
gumtree.co.za