Specialist: Investment Consultant

4 days ago


Johannesburg, Gauteng, South Africa Liberty Group Limited Full time

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.

Cultivates a panel of Independent wealth managers (IWMs) through marketing, exceptional service delivery and product knowledge. Generate new platform business for INN8 and grow INN8's market share.

Minimum Qualifications:

1 - 2 years experience in a similar environment.

Bachelor's Degrees and Advanced Diplomas [NQF Level 07] in Generic Management.

Process
  • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
  • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
  • Plan for own task execution and advises on improvements related to area of specialisation.
  • 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 IFAs 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 customers that meets customer needs. Take personal accountability for delivery.
Customer
  • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
  • To attract quality and profitable new business from HNW IFAs to the INN8 platform.
  • Collect and record data on IFAs 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 specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
  • Contribute positively to own area-specific knowledge improvement 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 set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Liberty Values
  • Building a business case (Intermediate)
  • Research and Information Gathering (Basic)
  • Business Interaction (Intermediate)
  • Business Acumen (Intermediate)
  • External Awareness (Intermediate)
  • Persuading and Influencing (Basic)
  • Driving for Excellence (Intermediate)
  • Professional/Technical learning (Basic)
  • Analytical Thinking (Intermediate)
  • Entrepreneurial and commercial thinking (Intermediate)
  • Leading Change (Basic)
  • Interpersonal Effectiveness (Basic)
  • Problem Solving and Analysis (Basic)
  • Teamwork and Cooperation (Basic)
  • Resilience (Intermediate)
  • Communicating with Impact (Basic)

Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409).

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