PPMZ | Financial Intermediaries Manager

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Distribution is a key pillar in the Organisational growth strategy and retail distribution is at the focal point of this. The Financial Intermediaries Manager role is a leadership position that requires significant experience and expertise in financial advisory services, leadership and partnership management.

Principal Duties & Responsibilities

• Relationship Management: Develop and maintain relationships with financial intermediaries such as Banks, Brokers, and independent financial advisors.

• Product and Service Offering: Develop and maintain a deep understanding of the

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• Training and Support: Provide training and support to financial intermediaries on the Company’s products and services ensuring that they have the knowledge and skills to succeed.

• Performance Management: Monitor and analyse sales performance identifying key areas of improvement, product enhancements and implement strategies to optimise results.

• Relationship Building: Build and maintain strong relationships with the financial intermediaries.

• Reporting: Provide reports on the sector performance weekly, monthly or ad hoc if required.

• Risk Management and Compliance: Ensure compliance with regulatory requirements and manage risk within the financial intermediary space.

 

Qualifications

• Professional Certifications: Degree in the Business discipline or equivalent courses, or other relevant certifications.

• Financial Industry knowledge ensuring an understanding of the industry players and products.

• Investment Advisory and Stockbroker certification an added advantage.

• At least three (3) years in a leadership role with proven track record of five (5) years in banking or financial sector.

 

Skills & Traits

• Strong relationship building skills, with the ability to maintain strong relations with the financial intermediaries.

• Excellent communication and interpersonal skills, with the ability to effectively communicate with financial intermediaries and internal stakeholders.

• Strong analytical and problem-solving skills to be able to analyse sales data and identify areas for improvement.

 

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.