Branch Manager

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).

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