As a Financial Services Director/Manager, you will have the opportunity to implement performance management strategies that drive the achievement of individual objectives and team goals. Your role will involve effectively managing a team of financial advisory representatives, guiding them towards attaining their personal objectives while upholding the highest standards of professionalism.

One of your key responsibilities will be to mentor and provide guidance to the financial advisory representatives under your charge. Through your expertise and support, you will help them enhance their skills, knowledge, and performance, fostering their professional growth and development.

Additionally, you will play a vital role in recruiting and developing new financial advisory representatives. It will be your responsibility to ensure that the team maintains a high level of professionalism by selecting and nurturing individuals who embody these standards. By providing comprehensive training and ongoing development opportunities, you will empower them to excel in their roles and deliver exceptional service to our clients.

By effectively implementing performance management strategies, managing a team of financial advisory representatives, mentoring their growth, and recruiting and developing new talent, you will contribute to the overall success of our organization. Your dedication to upholding professionalism and driving both individual and team performance will be instrumental in achieving our collective goals.

Job Responsibilities

1. Ensure all compliance and regulatory guidelines are met and that internal recruiting policy and
   practices are executed
2. Provide a leading-edge candidate experience
3. Design and implement strategic plans to reach planned sales targets
4. Setting individual sales targets with the team
5. Tracking sales goals and reporting results as necessary
6. Overseeing the activities and performance of the sales team
7. Developing your sales team through motivation, counseling, and product knowledge

Job Requirement

1. Minimum 2 years of financial sales experience with proven wealth management sales track
   record
2. Strong analyzing skills and portfolio management
3. Highly driven, self-motivated, and able to work under pressure
4. Excellent communication skills, influencing skills and the ability to manage competing demands
5. Strong interpersonal skills to effectively build relationships and establish trust, respect,
   competence and confidence among stakeholders, peers, and candidates.
6. Ability to lead a sales team

Unlock your potential as a Financial Services Director/Manager and unlock boundless opportunities for growth and success. Embrace the role of a mentor, shaping and nurturing new agents as they embark on their own professional paths. We extend a warm invitation to join our esteemed partner organisations, where hard work flourishes and accomplishments are deeply appreciated.