Overview
Lead Specialist: Offshore Advisor Jobs in Johannesburg, South Africa at Liberty Group Limited
Liberty’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.
To provide a wealth management service to targeted clients to benefit from a range of products in investment management and superior wealth management platform. To develop and increase the Group’s market share of international investment business.
Minimum Qualifications:
8 – 10 years experience in a similar environment, of which 2 – 3 years at senior specialist level.
Postgraduate Degrees and Professional Qualifications [Level TBA:
Pre-2009 was L7] in Finance, Economics, and Accounting.
Responsibilities
Co-ordinate and maintain effective SLAs with all relevant stakeholders.
Institute effective Practice Management to facilitate or identify financial advisers’ needs and solve for requirements to develop a profitable practice.
Participate in investment product implementation (presentations, product development, and client service support).
Provide marketing support for investment projects and campaigns.
Implement an intermediary support model to facilitate support between SBI, the intermediary, and the various IAM and Standard Bank Group product providers by supplying accurate investment, product, fund, service, and investor information.
Determineresource allocationpriorities and deployment necessary to support the effective integration of processes and development of practices.
Plan to deliver work outputs related to a service or operational area, managing interdependent functional activities, and directing best-practice priorities, standards, and procedures to ensure efficiency within area of specialization.
Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
Accountable for contributing to strategy enablement and implementation and deliveryoptimizationacross an internal value chain, through best practice development and implementation.
Keep abreast of changes and new legislation and developments within industries that may affect area of specialization.
Advise on the alignment and application of area-specific practices and integrated processes across functional areas to ensure value chain integrity.
Customer Responsibilities
Potentially act as a Category I authorised representative for the purposes of rendering advice.
Provide investment consultation to advisers and potentially individual clients by adopting asset allocation strategy and financial planning through a variety of investment products;
Stock, Mutual Fund, Bond, Structured products.
Actively develop and implement a regional business plan for sales volumes by strategizing investmenteducationand training, marketing, and client services.
Drive profitable annual sales volumes and monthly targets by directly and actively growing and managing an intermediary portfolio via existing Group infrastructure.
Provide authoritative, specialist expertise and advice to internal/external customers that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
Finance Responsibilities
Implement and monitor financial controls, management of costs, and corporate governance throughout the area of specialization.
Learning and Growth
Responsibilities
Actively invest in and monitor thetraining and developmentneed…
Title: Lead Specialist: Offshore Advisor
Company: Liberty Group Limited
Location: Johannesburg, South Africa
Category: Finance & Banking
