Lead Consultant - Financial & Professional Services

• Jan 2023 - Present

Senior Associate

• Apr 2022 - Jan 2023

Senior Recruitment Consultant

• Dec 2020 - Apr 2022

Having successfully delivered at a Senior Management level and in People Leadership roles, Madison welcomed Mark to the Auckland Professional Services team in December 2020, tasked with the responsibility of managing the Accounting, Finance and Financial Services portfolio. Mark possesses a strong sense of recognising talent & potential, while being equally aware of the demands of running a business unit and how crucial having the right people in the right roles is. Having successfully delivered at a Senior Management level and in People Leadership roles, Madison welcomed Mark to the Auckland Professional Services team in December 2020, tasked with the responsibility of managing the Accounting, Finance and Financial Services portfolio. Mark possesses a strong sense of recognising talent & potential, while being equally aware of the demands of running a business unit and how crucial having the right people in the right roles is.

Executive Search Consultant

• Jul 2017 - Jul 2020

Mark specialises in Executive Search and Selection. He believes in ‘The power of positivity' and having a solutions focussed mindset: ‘How it can work instead of why it won’t’. Mark brings with him honesty, integrity and a meticulous analytical style to best understand the needs of his clients and their expectations. Utilising experience gained in Senior Management and Sales Coaching in the Financial Services Sectors, in South Africa and New Zealand, Mark possesses a strong sense of recognising talent & potential, while being equally aware of the demands of running a business unit and how crucial having the right people in the right roles is. Show less

Wealth Specialist

• Dec 2016 - Jul 2017

Grow, retain and manage the 'Wealth' business within a defined group of ANZ Retail Branches in Auckland, New Zealand.Primary responsibilities include;* Delivery of QFE (Qualified Financial Entity) advice proposition to customers on Specialist Life Insurance and KiwiSaver / Managed Investment Fund advice.* Responsible for driving branch business for Bank Life, General Insurance & KiwiSaver business through coaching, observations and mentoring of ANZ Branch Sales Staff.* Identify and refer high nett worth customers to ANZ 'Wealth Direct' or 'Private Banking'. Show less

Branch Manager

• Aug 2015 - Dec 2016

I was responsible for the overall operation and performance of my branch including sales, maintaining service excellence and ensuring the branch is compliant with ANZ’s policies and procedures. I managed a Senior Personal Banker, Personal Banker and three Service Consultants.

Distribution Director

• Nov 2014 - Jul 2015

In the role of Distribution Director I was tasked with growing and managing relationships with contracted independent Financial Advisors / Brokers in the Western Cape province of South Africa, with the aim of recruiting their support and gaining commitment to sell the BrightRock benefits to their client bases. My key areas of focus were to identify and target independents and brokerage practices and sell the value proposition and differentiators, setting BrightRock apart from competitors in the market. In addition to this I delivered regular training across the advisor base, updating and deepening their product & process knowledge to ultimately identify potential business within their portfolios. A critical element of this relationship was the end to end ‘hand holding’ with the first few cases of business submitted, from pre-underwriting to submission right through to the issuing of the policy. Having a deep understanding of the environment that self-employed independents operate in and the complex intricacies of the medical and financial underwriting requirements & their limitations was crucial in gaining commitment and repeat support. Show less

Operations Manager

• Apr 2014 - Dec 2014

* Running the day-to-day operations of the facility * Human Resources and maintenance of systems & back office operations * People Management: Reception & Administration staff * Upkeep of equipment and facility * Accounts management and client queries * Marketing * Strategic planning * Running the day-to-day operations of the facility * Human Resources and maintenance of systems & back office operations * People Management: Reception & Administration staff * Upkeep of equipment and facility * Accounts management and client queries * Marketing * Strategic planning

Area Manager

• Jun 2012 - Apr 2014

I head up the Sales arm of Nedbank@Work in the Western Cape. In this position I managed fifteen FAIS (Financial Advisory and Intermediary Services Act) compliant 'Bankers On Call' (BOC) and one Sales Support (SS) administrator. My BOCs were responsible for sourcing new clients and generating sales across the transactional accounts, homeloan and investment banking products, for which I was accountable for delivering on my region's targets in each product category. I worked in collaboration with the Nedbank@Work 'Key Account Executive' (KAE) in the Western Cape, who headed up the relationship arm of the business. The KAE's 'KARMs’ (Key Account Relationship Manager) created opportunities for my team of BOCs to sell in the workplaces of businesses that bank with Nedbank, through Financial Fitness workshops for their employees. The role required that I had and maintained strong relationships with a variety of internal and external stakeholders and that I was actively managing the number of sales 'activations' that my BOCs attended and their sales performance through coaching and performance management. Show less

Sales Coach

• Jan 2012 - Jun 2012

Developed a coaching methodology that drove and inspired the 36 Sales Consultants and seven managers in 'Community Banking' to perform at more productive levels whilst increasing job satisfaction. Instilled a culture of excellence and sustainable incentive practices to cultivate a world class environment that bred and retained the most talented of staff in the roles of Sales Consultant, Area Manager, In-Retailer Manager and Team Leader. Facilitated the coaching process via the management structure and analysed the outcomes in terms of production and staff sentiment with 360 feedback. Show less

Regional Manager

• Jan 2008 - Dec 2011

The division I managed provided the link between Old Mutual (OM) Intermediaries (independent brokers and tied-agent financial advisors) and Nedbank.Development and maintenance of effective business relationships with intermediaries for the purpose of generating banking product sales, viz. home loans, investments, current accounts and vehicle finance.Responsible for the delivery of the sales targets and for maintaining relationships with the management of Masthead, OM PFA, OM Agency Franchise Division, OM Private Wealth Management, OM Broker Distribution & Energizer and the Nedbank Financial Planners.As a member of the IS Management Committee I was actively involved in the strategic planning and operational management of IS in Nedbank, Manage and oversee 13 staff members, comprising 9 Intermediary Sales Consultants spread geographically across the region, 3 Sales Support Staff and one Team Leader.My region was the top region in sales from appointment as Regional Manager, each year, until I left the post at the end of 2011. Show less

Intermediary Sales Consultant

• Jan 2005 - Dec 2007

Development and maintenance of relationships with a panel of 180 intermediaries (independent brokers and tied-agent financial advisors) for the purpose of attracting home loan, vehicle finance, investment and transactional banking business from their clients. Organising and facilitating marketing engagements (e.g. golf days, spit-braai functions and product showcase events). Manage and delegate tasks to Admin Support staff member. Participate in design and implementation of new business processes and changes to those already in practice. Preparation and presentation of training on OMB products and processes to all new Old Mutual financial advisors in the Western Cape as part of Old Mutual PFA’s (Personal Financial Advice) on-boarding of new advisors. In December 2007 I was asked by the then CEO of OMB, Japie Van Niekerk to stand in as the acting Regional Manager. I filled this role for 4 months during which time OMB and Nedbank were integrated. I was subsequently permanently appointed in the Regional Manager position in March 2008. Show less

Financial Advisor

• Oct 2002 - Dec 2004

Recruitment of new customers. Financial portfolio analysis, interpretation and presentation of findings. Advice and recommendations on addressing all identified areas of need. Preparation of legislated documentation relating to advice given to clients. Handling of client complaints and queries. Administration of sales process. Recruitment of new customers. Financial portfolio analysis, interpretation and presentation of findings. Advice and recommendations on addressing all identified areas of need. Preparation of legislated documentation relating to advice given to clients. Handling of client complaints and queries. Administration of sales process.