Port Elizabeth: Team Manager – Regional Advisor Services posted by Rory Mackie & Associates
Posted on 2025-07-26 00:00:00
| Employer | Rory Mackie & Associates |
|---|---|
| Category | Other Management |
| Location | Eastern Cape / Port Elizabeth |
Job Summary
About the team:
Our client, one of South Africas leading Global Asset Management companies, is looking for a Team Manager, who will be responsible for the servicing of the Financial Advisor Officers with any matter relating to our products, processes, transactions, web services as well as general queries regarding their clients investments. Our client advocates excellent client service and strives to be the number one service provider in our industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.
Responsibilities:
- Workflow & Work Management:
- Proactively manage AWD dashboards and email communications
- Make strategic decisions on case escalations with comprehensive follow-through
- Rigorously monitor and ensure SLA compliance
- Critically analyze and propose dashboard enhancements
- Human Resource Management:
- Comprehensively manage team performance across key performance indicators
- Translate organizational strategy into actionable team tactics
- Embed company values and culture through active implementation
- Lead diversity management and team collaboration efforts
- Oversee full recruitment lifecycle, including interviewing and selection
- Implement robust performance management processes
- Develop individual and team training strategies
- Provide professional coaching and conflict resolution
- Conduct operational planning and staff capacity management
- Monitor team performance trends and proactively address issues
- Manage quality assurance processes
- Execute strategic succession planning
- Phone Call Management:
- Implement comprehensive call tracking systems
- Generate detailed management reports on consultant performance
- Manage inbound and outbound phone interaction performance
- Client Management:
- Establish and drive monthly strategic sales team meetings
- Develop data-driven agendas focusing on value-added topics
- Conduct in-depth trend analysis of client profiles
- Perform detailed analysis of:
- Broker corporate and IFA transaction patterns
- Client behavior and service usage
- Cultivate relationships with top twenty clients
- Identify and mitigate potential threats
- Capitalize on strategic opportunities
- Vendor performance metrics
- Vendor Management:
- Represent company in vendor liaison meetings
- Negotiate and extract maximum value from service providers
- Projects/Analysis:
- Participate in comprehensive project requirement gathering
- Make critical resource allocation decisions for development and implementation
- Conduct thorough post-implementation success assessments
- Develop business cases for new process initiatives
- Generate management-ready insights
- Manage complex and sensitive cases
- Conduct rigorous UI testing
- Serve as subject matter expert on legislative, compliance, and regulatory themes
Requirements:
- 3-year relevant Bachelor or Commercial degree with subjects Economics and/or Finance. Other: SAIFM (South African Institute of Financial Markets AKA registered persons), CFA; CFP
- 5 to 7 years experience within the LISP industry
- Demonstrable management background
- Management of Human Resources, Business Processes, Change, Manager Dashboards/Data, Capacity and Client Relationships
- Linked Products, Unit Trusts and Offshore Funds knowledge is essential or previous experience in financial services
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- Driven by results
- A client focused and collaborative approach
- Ambition, balanced with decency and humanity
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Port Elizabeth
More jobs in Eastern Cape
Browse Other Management Jobs
Browse Rory Mackie & Associates Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Port Elizabeth: Millwright
Job Responsibilities To identify, verify and analyse reasons for downtime through root cause analysis and implementation of corrective actions to repair the...
View Job
Millwright
Port Elizabeth: Warehouse Checker posted by ROSS Verification Services
Warehouse checkers need for the Port Elizabeth area.Must have a minimum of 2 years warehousing experience. Must have matric with Maths.
View Job
Warehouse Checker
Port Elizabeth: HVAC Technician posted by Phalusa Trading Enterprise(Pty)Ltd
Key ResponsibilitiesInstall, inspect, maintain, and repair heating, ventilation, and air conditioning systemsConduct routine preventative maintenance to...
View Job
HVAC Technician
Port Elizabeth: Internal Sales Representative posted by Linvar
We are currently seeking a skilled sales person to join our company.The individuals duties and responsibilities are as follows Answer calls promptly and...
View Job
Internal Sales Representative
Port Elizabeth: Warehouse Supervisor/ Buyer posted by Linvar
We are currently seeking a Warehouse SupervisorBuyer for our PE Branch.The individual will have the following duties and responsibilities Must be physically...
View Job
Warehouse Supervisor/ Buyer
Port Elizabeth: Group Recruitment Officer
Our client in Port Elizabeth is seeking a dynamic and pro-active Group Recruitment Officer to take full ownership of their recruitment function across...
View Job
Group Recruitment Officer
Port Elizabeth: Toolmaker
KPIs Compile and submit the required Die Maintenance change-over schedule based on shot count performance, recorded at each Dimo to the Foundry Manager...
View Job
Toolmaker
Port Elizabeth: Diesel Mechanic
We are seeking a qualified Diesel Mechanic for our client in the constructionsolar industry in Port Elizabeth, as well as sites across SA. This role will be...
View Job
Diesel Mechanic
Port Elizabeth: Quality Engineer
Job Description Compile and maintain policies and procedures in accordance with IATF16949 and customer requirements Maintain the Plant Quality Manual and...
View Job
Quality Engineer
Port Elizabeth: Forklift Representative – PE
Matric Minimum 3-4 years experience in Material Handling sales Sales of Forklifts essential Stable employment record New business development Customer...
View Job
Forklift Representative – PE
Port Elizabeth: Forklift Mechanic
Educational Training Requirements Grade 12N2 or equivalent Qualified forklift mechanic Experience Required Must have a minimum of 5 yearsâ experience in a...
View Job
Forklift Mechanic
Port Elizabeth: Payroll Administrator
Key Responsibilities Payroll Administration Ensure payroll services align with company policies and employee expectations. Supervise payroll department...
View Job
Payroll Administrator
Port Elizabeth: Aluminium Boat Welders/Fabricators
Key Responsibilities Welding Perform MIG and TIG welding on aluminium plates and extrusions. Measure and cut extrusions accurately according to design...
View Job
Aluminium Boat Welders/Fabricators
Port Elizabeth: Graduate Enrolled Nurse
Minimum Requirements Grade 12 Matric Nursing Diploma from a recognized institution Registered with the South African Nursing Council SANC as an Enrolled...
View Job
Graduate Enrolled Nurse
Port Elizabeth: Accountant
Accountant Our client, a well-established Accounting Firm is seeking an Accountant to join their team. Location Port Elizabeth Gqeberha Job type On-site...
View Job
Accountant
Port Elizabeth: Professional Accountant
Our client, based in Gqeberha , is seeking a Professional Accountant to join their Accounting Department. This is an excellent opportunity for a confident...
View Job
Professional Accountant
Port Elizabeth: IT Intern
We are looking for an IT Intern for a Renowned IT Company in Port ELizabeth. IT Certification Qualification is essential. Must have a valid drivers license.
View Job
IT Intern
Port Elizabeth: Recruitment Consultant, Gqeberha
Applicants are required to meet the following criteria 3 years sales consulting experience in the recruitment or related industry Ideally the candidate...
View Job
Recruitment Consultant, Gqeberha
Port Elizabeth: Internal Sales & admin posted by Interpump Hydraulics
We require the services of a motivated individual, with both technical abilities, and computer skills.
View Job
Internal Sales & admin
Port Elizabeth: Alarm and CCTV Technicians posted by Locksecure (Pty) Ltd
Established Security Service Company is looking for Technicians to join the team in Eastern Cape region. The purpose of the Alarm Installation Technician is...
View Job
Alarm and CCTV Technicians
Port Elizabeth: CNC Milling Machinist
Basic Requirements Formal Tertiary education Qualified Artisan Trade Tested Toolmaker Fitter turner, Computer literate. Languages English Read, write and...
View Job
CNC Milling Machinist
Port Elizabeth: Wire Cutter
Basic Requirements Formal Tertiary education Grade 12 Trade Tested ToolmakerFitter Turner Experience 2 5 Years after Qualified within the machining tool...
View Job
Wire Cutter
Port Elizabeth: Manual Lathe Turning Artisan
Basic Requirements Formal Tertiary education Qualified Artisan Tool MakerTurner machinist, Experience 2 5 years after qualified within the machining tool...
View Job
Manual Lathe Turning Artisan
Port Elizabeth: Tax Administrator
Seeking an experienced Tax Administrator with a solid background in SARS compliance, tax submissions , and client communication . The role supports...
View Job
Tax Administrator
Port Elizabeth: Accounts Receivable Specialist
SUMMARY OF POSITION The Accounts Receivable Specialist plays a crucial role in managing the financial health of an organization by performing collection...
View Job
Accounts Receivable Specialist