Cvp Specialist: Advice And Philanthropy

2 weeks ago

South Africa The Recruitment Council Full time

Job Purpose:


To support the Wealth Management SA (WMSA) business in identifying opportunities for different segments, and work to use identified insights to design compelling, disruptive and commercially viable Client Value Propositions for the Advice and Philanthropy (Giving) offering.

We are looking for individuals who thrive in a fast-paced and constantly evolving organisational environment and who are familiar with financial planning and comprehensive wealth advice as well as philanthropic (charitable) landscape and environment in South Africa.


Job Responsibilities:

CVP Design, Development and Implementation:
Design, develop and deploy client value proposition to support clients and their families to achieve their financial planning, wealth advice and philanthropic (giving) aspirations, by following a client segment-led approach spanning: local and international offerings for comprehensive financial planning and wealth management advice, Philanthropic (give) advice;
estate planning, wealth structuring advice; Stock-broking and investment management, fiduciary products i.e. Wills and Trust and financial accounting and tax services.

Drive the design and build of innovative and disruptive client value propositions in order to maximize market share, client share of wallet, client growth and retention.

Identify and engage with key stakeholders in WMSA to ensure implementation of CVP activities.
Management and business case development for new CVPs.
Build and maintain collaborative relationships with key stakeholders to deliver on CVP objectives.

Collaborative efforts within WMSA, Wealth Cluster and broader of the company to promote and support your CVP whilst working closely with Segment Heads.

Ensure alignment with the segment heads to ensure proposition design and development is fit for purpose.
Coordinate implementation of the CVP from end to end and generating concise business plans in support of the CVPs.
Working collaboratively with downstream colleagues with responsibility for building elements of the CVP to a definitive time table.
Sharing best practices and L&D initiatives to ensure that the frontline staff are conversant with the CVPs.
Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
Ensuring that the CVP's resonate with the customers' needs and also with commercial imperatives.
Influence key stakeholders in WMSA, Wealth Cluster and across RBB to obtain buy-in for concepts and ideas.

Determine the mix of solutions (product, services or value adds) to be applied in holistically meeting the clients' needs in consultation with internal stakeholders and/or through external partnerships and opportunities.

Ensure that the CVPs are deployed into the market, including integrated marketing and promoting the offerings in collaboration with the WMSA Marketing team.

Seek opportunities to improve business processes and systems by identifying and recommending effective ways to drive upsell and cross sell into the company for advice and philanthropy.

Co-ordinate the go-to-market strategy and launch of CVPs and offers with the WMSA marketing team.
Ensure adoption of the CVPs are tracked and monitored and provide feedback to stakeholders.

Research and Insights:


Ensure market leading CVPs based on client needs, behaviour, and potential to optimize both client value proposition and client experience across our target segments and population groups.

Monitor, analyse and articulate in detail competitor activity (including commercialization aspects) and emerging market trends to inform the CVPs and ensure the designs remain competitive, commercially viable and up to date.

Leverage Analytics, MI and client research feedback to build a fact based understanding of client needs and use these insights to support or disprove particular areas of prioritization, focus and courses of action.

Monitor and provide feedback to enhance CVPs.

Job Responsibilities:

Client Experience Improvement:
Drive and entrench a consistent client experience through all engagement platforms for advice and philanthropy clients.
Provide support to identify Client Experience improvements and propose fixes to current pain points with the relevant stakeholders.

Take ownership for designing the client journey mapping process with Client Experience teams and/or relevant specialists to understand current and future of the CVP.

Ensure continuous improvement of the CVP through regular research and surveys – both internally and externally.
Assist in complaints root cause analysis for advice and philanthropy related complaints in WMSA.
Drive CX improvement initiatives for advice and philanthropy offerings.

General:
Contribute to a culture conducive to the achievement of transformation goals by participating in the company's building initiatives (e.g. staff surveys, etc)
Participate and support corporate social responsibility initiatives for the achievement of key business strategies.

Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certification obtained and/or maintained within specified time frames.

You will be strategic but at the same time able to manage detail and determined to "make it happen", delivering within a high-performance team that 100% delivers the benefits of the client strategy to maximize client satisfaction and business performance.

Coordinate the development of marketing material to raise profile of our advice and philanthropy offering by engaging the relevant specialists in the business.


Qualifications – NQF Level:
Advanced Diplomas/National 1st Degrees

Preferred Qualification:
B.Degree in Commerce or Marketing and above NQF 8

Essential Certifications:
FAIS Regulatory Examination 1 qualification

Minimum Experience Level:

Essential:


8 – 10 years' experience in developing, designing and enabling client and segment value propositions in the Wealth Management, Banking and Financial Services Industry.

3- 5 years' experience in roles within market insights, consumer research or product management.
Completion of RE5 Fais Exams (non-negotiable)
Demonstrate commercial thinking acumen

Preferred:
5 years' experience in marketing / product / project management; digital marketing experience is preferred.
Postgraduate Diploma in Financial Planning and CFP designation
Technical / Professional Knowledge
Regulatory knowledge
#J-18808-Ljbffr

  • Group Corporate Benefit Specialist

    2 weeks ago

    South Africa Staff Solutions Full time

    Qualifications and Requirements:Matric FAIS Qualification an advantageExperience working in the insurance industryDuties :General : Obtain relevant information to draft proposals to clientsAttain various quotations from the providersAttend appointment with broker to offer products, assist with queries and give specialist insights and advice on types of...

  • Marketing Specialist

    2 weeks ago

    South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Bellville, Western Cape, South Africa Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratise financial advice and solutions for everyone across the African continent. We exist to pioneer...

  • HR Specialist

    2 weeks ago

    eMalahleni, Emalahleni Local Municipality, Nkangala, Mpumalanga, , South Africa FreeRecruit Full time

    Plan, develop, implement and evaluate personnel and labour relations strategies including policies,programs and procedures to address an organizations human resource requirements. Advise managers and employers on the interpretation of personnel policies compensation and benefit programs and collective agreements. Negotiate collective agreements on behalf of...

  • Financial Advisor

    2 weeks ago

    South Africa Headhunters Full time

    Our client in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products). To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner.Afrikaans first language preferred. A wonderful career opportunity awaits...

  • HR Specialist

    4 weeks ago

    eMalahleni, Emalahleni Local Municipality, Nkangala, Mpumalanga, 1038, South Africa FreeRecruit Full time

    Plan, develop, implement and evaluate personnel and labour relations strategies including policies,programs and procedures to address an organizations human resource requirements. Advise managers and employers on the interpretation of personnel policies compensation and benefit programs and collective agreements. Negotiate collective agreements on behalf of...

  • HR Specialist

    2 months ago

    eMalahleni, Emalahleni Local Municipality, Nkangala, Mpumalanga, 1038, South Africa FreeRecruit Full time

    Plan, develop, implement and evaluate personnel and labour relations strategies including policies,programs and procedures to address an organizations human resource requirements. Advise managers and employers on the interpretation of personnel policies compensation and benefit programs and collective agreements. Negotiate collective agreements on behalf of...

  • Wealth Banker

    2 weeks ago

    South Africa Absa Bank Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job SummaryManage and...

  • HR Specialist

    2 weeks ago

    Gqeberha, Nelson Mandela Bay Metropolitan Municipality, Eastern Cape, , South Africa FreeRecruit Full time

    Plan, develop, implement and evualate personnel and labour relations strategies including policies,programs and procedures to address an organizations human resource requirements. Advise managers and employers on the interpretation of personnel policies compensation and benefit programs and collective agreements. Negotiate collective agreements on behalf of...

  • Business Analyst

    2 weeks ago

    South Africa Lotus Hr And Recruitment Full time

    You will have a tertiary qualification in Business Management, Communications or related, coupled with 3-5 years experience as a Business Analyst within the software development sector, ideally in billing or POS software.Your expertise will include recommending the correct applications and applying the configuration needed or providing advice to the product...

  • Product Specialist

    4 weeks ago

    Durban South, South Africa FirstRand Bank Limited Full time

    Description To provide specialist product advice. Manage costs / expenses within approved budget to achieve cost efficiencies Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions Cultivate and manage objective working relationships with a variety of stakeholders, including...

  • HR Specialist

    3 weeks ago

    Gqeberha, Nelson Mandela Bay Metropolitan Municipality, Eastern Cape, 6006, South Africa FreeRecruit Full time

    Plan, develop, implement and evualate personnel and labour relations strategies including policies,programs and procedures to address an organizations human resource requirements. Advise managers and employers on the interpretation of personnel policies compensation and benefit programs and collective agreements. Negotiate collective agreements on behalf of...

  • Head Of Client Success – Hr Saas

    2 weeks ago

    South Africa H2 Recruit Full time

    h2 Recruit is a specialist Sales Recruitment agency based in London and New York. Head of Client Success – Reward, Recognition and Engagement (HR Software)A global market leader in the HR software space who have an offering based around employee recognition, employee engagement, employee benefits is looking to add a head of client success to their UK team...

  • External Sales Representative – Solar

    2 weeks ago

    South Africa Executech Search And Selection Full time

    These jobs were popular with other job seekers Reference: PTA010140-HDJ-1External Sales Representative – Solar (C&I)Join a well-established, growing, dynamic business Duties & Responsibilities Are you with a Solar business that is cloudy? Or are you stuck in a rut? Make the move to a great company, full of opportunities and a sunny future Do you love sales...

  • Label/Print Pre-Press Project Coordinator

    2 weeks ago

    South Africa Lotus Hr And Recruitment Full time

    KEY REQUIREMENTS TO MEET FOR CONSIDERATION You will have a Tertiary qualification in Packaging/Print, DTP or Engineering, coupled with 5-8 years experience in label print, customer support and material/substrate knowledge.You will have expert knowledge of inks, adhesives, coatings, laminations, gravure, flexography, die cutting, curable coatings and related...

  • Pfa Associate Financial Advisor Campaign

    2 weeks ago

    South Africa Old Mutual Limited Full time

    PFA Associate Financial Advisor Campaign (Gauteng) page is loaded PFA Associate Financial Advisor Campaign (Gauteng) Apply locations Johannesburg Alberton Braamfontein Alexandra Midrand time type Full time posted on Posted 2 Days Ago job requisition id JR-54861 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and...

  • Pfa Associate Financial Advisor Campaign

    2 weeks ago

    South Africa Old Mutual Life Assurance Company (Sa) Ltd (Pfa) Full time

    PFA Associate Financial Advisor Campaign (Limpopo, Mpumalanga and Rustenburg) page is loaded PFA Associate Financial Advisor Campaign (Limpopo, Mpumalanga and Rustenburg) Apply locations Middelburg - Mpumalanga Witbank Rustenburg Polokwane Thohoyandou time type Full time posted on Posted Yesterday job requisition id JR-54862 Let's Write Africa's Story...

  • Project Engineer

    2 weeks ago

    South Africa Executech Search And Selection Full time

    These jobs were popular with other job seekers Reference: PTA010056-CS-2Project Engineer/ Head of Engineering – Solar/RenewableJoin a fast-paced environment of Growth Duties & Responsibilities Here's a chance to culminate your years of Solar experience into executing high end Solar projects. Are you able to plan, design and execute Solar energy projects...

  • Sales Manager

    2 weeks ago

    Johannesburg, City of Johannesburg Metropolitan Municipality, Gauteng, , South Africa FreeRecruit Full time

    Job description: Our InsureTech client is looking for a dynamic and results-driven sales manager with expertise in the telecommunications and/or insurance industries, specifically focusing on Telco and InsureTech products and services. The successful candidate will be responsible for providing input to the strategic sales plans, executing the sales strategy,...

  • Retirement Fund Consultant

    2 weeks ago

    South Africa H&S Labour Brokers Cc Full time

    You will educate and inform Members, Pensioners and Human Resource Business Partners with information about their pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles. BASIC JOB DESCRIPTION Engage key representatives of the client to understand their context and needsPartner with Employer representatives and HR...

  • Sales Manager

    4 weeks ago

    Johannesburg, City of Johannesburg Metropolitan Municipality, Gauteng, 2001, South Africa FreeRecruit Full time

    Job description: Our InsureTech client is looking for a dynamic and results-driven sales manager with expertise in the telecommunications and/or insurance industries, specifically focusing on Telco and InsureTech products and services. The successful candidate will be responsible for providing input to the strategic sales plans, executing the sales strategy,...