Senior Specialist: Investment Consultant

Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Senior Specialist: Investment Consultant Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. In fact, wego far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem. Purpose Leads initiatives to engage with business partners to build new platform business for INN8 and grow INN8s market share within the independent wealth manager market by delivering exceptional customer experiences. for independent wealth managers. 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level Minimum Qualifications Bachelor`s Degrees and Advanced Diplomas (NQF Level 07) in Generic Management Additional Minimum Qualifications CFP or CFA required Process Accountable for the improvement of quality, service and work outputs, continuously recommending improvements. Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation. Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience. Continual assessment of the industry trends and wealth manager needs with the aim to identify new trends and developments Collect and record data on HNW IFA’s within your panel to ensure the business can make data driven, client centric decisions. Development and successful execution of regional business plan and distribution strategy. Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets customer needs. Take personal accountability for delivery. Customer Provide 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. To attract quality and profitable new business from HNW IFA’s to the INN8 platform. Collect and record data on IFA’s within your panel to ensure the business can make data driven, client centric decisions. Development of internal and external relationships to help drive sales through the INN8 platform. Finance Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency. Learning and Growth Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation. Support other team members within and external to CAE to help drive sales through the INN8 platform. Governance Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation. Liberty Values Research and Information Gathering (Intermediate) Building a business case (Intermediate) Business Acumen (Proficient) Business Interaction (Intermediate) Analytical Thinking (Intermediate) External Awareness (Intermediate) Relationship Management and Networking (Intermediate) Teamwork and Cooperation (Proficient) Problem Solving and Analysis (Intermediate) Communicating with Impact (Proficient) Persuading and Influencing (Intermediate) Driving for Excellence (Proficient) Leading Change (Intermediate) Entrepreneurial and commercial thinking (Proficient) Professional/Technical learning (Intermediate) Resilience (Intermediate) IAM is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities. Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409) #J-18808-Ljbffr