Port Elizabeth: Team Manager – Regional Advisor Services posted by Rory Mackie & Associates
Posted on 2025-07-06 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: Physiotherapist posted by Ikho Direct Recruitment
Urgent Locum Opportunity Physiotherapists Needed in GqeberhaWe are urgently seeking qualified and experienced Physiotherapists to join our team, working in...
View Job
Physiotherapist
Port Elizabeth: Administrator/Receptionist/Data Capturer Temps
Responsibilities Greet visitors and handle incoming calls in a professional manner General office administration Data capturing, filing and other...
View Job
Administrator/Receptionist/Data Capturer Temps
Port Elizabeth: Pest Control Officer
Key Responsibilities Complete service tickets accurately and on time Manage and update the Integrated Pest Management IPM system, including regular scanning...
View Job
Pest Control Officer
Port Elizabeth: Accountant
To manage day-to-day accounting functions, including processing and reconciling financial transactions up to trial balance level. The ideal candidate will...
View Job
Accountant
Port Elizabeth: TALENT ACQUISISTION MANAGER
Talent Acquisition Manager Profile Summary Experienced and results-driven Talent Acquisition Manager with extensive expertise in recruitment, staff...
View Job
TALENT ACQUISISTION MANAGER
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: Tax Admin Clerk
A detail-oriented and efficient Tax Admin ClerkStudent is sought to manage tax administration processes, ensure SARS compliance , and support client...
View Job
Tax Admin Clerk
Port Elizabeth: Technician
We are seeking a skilled and reliable Technician based in Port Elizabeth to provide comprehensive software and hardware support across client sites. This...
View Job
Technician
Port Elizabeth: Sales Consultant
Position Overview The Sales Consultant is responsible for driving sales in the fencing by identifying potential customers, building strong relationships...
View Job
Sales Consultant
Port Elizabeth: Accounting Administrator
We are looking for an Accounting Administrator based in Gqeberha. RESPONSIBLITIES Including, but not limited to Bookkeeping up to trial balance Supplier...
View Job
Accounting Administrator
Port Elizabeth: Intermediate/Senior Software Developer
Company Overview Our client is a leading Managed Service Provider MSP specializing in delivering customized ICT solutions. By leveraging world-class...
View Job
Intermediate/Senior Software Developer
Port Elizabeth: Direct Sales Agent
Responsibilities Approach and engage potential customers at homes or businesses to promote solar and backup power subscriptions. Explain and demonstrate how...
View Job
Direct Sales Agent
Port Elizabeth: Accounting Manager
We are seeking a highly skilled and motivated Accounting Team Leader to oversee our accounting team and ensure the accuracy and efficiency of our financial...
View Job
Accounting Manager
Port Elizabeth: Sales & Admin Administrator
We are seeking a highly organised, confident, and tech-savvy Sales and Admin Administrator to support our sales and administrative operations. The ideal...
View Job
Sales & Admin Administrator
Port Elizabeth: Debt Collections Administrator
The primary objective of the Debt Collections Administrator is to successfully collect outstanding debt owed to the company. This role involves proactively...
View Job
Debt Collections Administrator
Port Elizabeth: Sales Representative
Job Company Description A well-established company in the storage industry is looking for a motivated Sales Representative to manage client accounts,...
View Job
Sales Representative
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: Quality Technician
Brief Role Description The purpose of the function is to develop, define and plan suitable measures in order to meet customer requirements in respect of...
View Job
Quality Technician
Port Elizabeth: Sales Representative
We are seeking a motivated Sales Representative to drive sales by promoting and selling high-end, imported technical and industrial products to both...
View Job
Sales Representative
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: Junior Marketing Coordinator
We are looking for a highly motivated and creative Marketing Coordinator to join our team. In this role, you will assist in developing, implementing, and...
View Job
Junior Marketing Coordinator
Port Elizabeth: Temporary Bookkeeper
Our client is seeking a Temporary Bookkeeper for 5 to 6 months. RequirementsDuties Bookkeeping duties Knowledge of BEEE is an advantage Knowledge of working...
View Job
Temporary Bookkeeper
Port Elizabeth: Compliance Manager
Co-ordinate, maintain and improve systems on SHE, ISO and firearms  Compile and maintain documentation files etc. on the above processes for the Regional...
View Job
Compliance Manager
Port Elizabeth: Assistant Service Technician
Assistant service technician in Port Elizabeth and surrounding areas Basic technical knowledge electrical Pipe fitting - PVC pipes and pump knowledge Valid...
View Job
Assistant Service Technician