Channel Management Head

To lead channel management within Private Banking and Advisory, achieving revenue targets, managing cost-to-income ratios, fostering a service culture, and maintaining expert knowledge of products and processes to drive channel objectives and targets.

• A minimum of 8-10 years of experience in banking, investment, financial planning, wealth management, and client-facing roles.
• At least 4 years in a leadership position.
• A relevant NQF Level 8 qualification, such as a Post Graduate Diploma in Financial Planning or a BCom Honors in Investment or Risk Management.
• FAIS fit and proper status.
• Completed RE5 and RE1 qualifications (advantageous).
• Proven ability to achieve revenue targets by growing existing client portfolios or acquiring new clients.
• Experience in managing budget goals and controlling costs to enhance efficiency.
• Ability to foster a service culture that builds strong relationships.
• Cultivate and manage productive relationships with various stakeholders.
• Maintain expert knowledge of specific products, pricing, application procedures, and processing timelines.
• Ability to advise specialists on target management and participate in planning and presenting the Channel's budget.

• Achieve revenue targets by growing existing client portfolios or acquiring new clients.
• Meet the required Cost to Income for the Channel while managing budget goals and controlling costs to enhance efficiency.
• Foster a service culture that builds strong relationships and encourages exceptional client service.
• Cultivate and manage productive relationships with various stakeholders, including end-users, SMEs, project managers, and senior staff.
• Advise specialists on target management and actively participate in planning and presenting the Channel's budget.
• Maintain expert knowledge of specific products, pricing, application procedures, and processing timelines to drive Channel objectives and targets.
• Drive channel strategy and execution across the Private Banking and Advisory business.
• Lead and develop teams to deliver exceptional client outcomes.
• Monitor channel performance and implement corrective actions where necessary.
• Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
• Contribute to the overall growth and profitability of the Channel.