Manager, Branch

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 Financial Advisers. 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.