Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The purpose of the General Manager role is to participate and contribute to a Financial planning and advice culture which
builds rewarding relationships, facilitates feedback and provides a platform to build a sustainable business.
Requirements
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Degree in Business Management, Marketing degree or Industry Related NQF 6 Qualification
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Certified Financial Planner (preferred)
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5-8 years’ experience in corporate business development/corporate client service, or marketing within a financial
services environment
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Experience in franchise sales (preferred)
Duties & Responsibilities
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Ensure we become a financial planning advice and business.
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Growth: Footprint owner recruitment in alignment with our strategy and culture.
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Client and franchise value proposition catalysts.
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Management/Leadership of the Region
? Act as a connection between Momentum Consult Head Office and Franchises: Build close relationships
with franchises.
? Assist in Contributing to the Momentum Consult’s growth target.
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Growth Enabler by delivering client and Franchise Value Proposition
? Financial Planning & Advice.
? Provide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositions
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.? Franchise itself Practice Management: Implement tactics to develop and maximize the franchise practice management through sound financial planning and advice.
? Ensure efficient and effective practices through financial planning and advice strategy.
? Vesting a new Franchises.
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Governance and Monitoring
? Ensures compliance training and regular audits in conjunction with advice and license specialist.
? Ensures Risk management and Compliance processes are adhered to.
? Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings
Competencies
Principle based environment, able to work in a culture that stands for the following principles:
- We find solutions, not excuses.
- We don’t compromise what we stand for.
- We live by principles not rules.
- We value financial planning.
- We value our brand.
- We are qualified to provide financial planning solutions.
- We understand our clients’ needs and will not compromise on our advice solutions.
- Our Advisers commit to our financial planning framework and house views.
- We believe in our people.
- We talk to one another not about one another.
- We do things in an orderly fashion.
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Entrepreneurial and commercial thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organization; maintains awareness of developments in the organizational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.
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Deciding and initiating action: Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks.
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Relating and networking: Easily establishes good relationships with customers and staff; relates well to people at all levels and builds wide and effective networks of contacts.
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Persuading and influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes own ideas
and those of others; makes a strong personal impact on others; takes care to manage one’s impression on others.
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Delivering results and meeting customer expectation: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
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Creating and innovating: Produces new ideas, approaches, or insights; creates innovative products or designs; produces a range of solutions to problems.
