Branch Manager

Job description

To effectively lead and manage IAM branch operations and resources (people, process, systems) to achieve sustainable profitability and foster a client-focused, high-performance culture. Drive business growth through effective recruitment, retention, and comprehensive management of diverse Broker Consultant. Ensure alignment of company objectives with adviser execution, ensuring strict regulatory compliance (FSCA) and Treating Customers Fairly (TCF).

Qualifications

Type of Qualification

First Degree Field of Study: Business Commerce, Finance and Accounting, Marketing Licenses & Certifications: FAIS Representative Experience Required Sales 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. 5-7 years 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