Client Liaisons Manager
3 weeks ago
-Introduction
Role Purpose
Building and maintaining client relationships at an executive level, with specific focus on improving the employee financial wellness, retirement outcomes and maximising the employee benefit spent
Requirements
- At least 7 years' experience in the Employee Benefits, Personal Financial Planning or Investment environment.
- Professional qualifications such as CFP, CA, CFA, or MBA etc. (advantageous).
- Regulatory Examinations RE5/ RE1
- An understanding of both the corporate and the retail insurance industry and the healthcare industry would be advantageous.
- Passion for personal financial planning and financial wellness
Duties & Responsibilities
- Enable and building long term partnerships with brokers and employers to ensure that all FAW members are educated and engaged to improve their retirement outcomes and financial wellbeing.
- Building strategic client relationships at a decision-making level with Momentum Corporate clients to increase member engagements and improve employee financial wellness.
- Secure mutually beneficial partnerships with key brokers to deliver Member Solutions services to their clients and to retain retirement savings within the Momentum Corporate product suite.
- Maintaining strategic client relationships and generating trust and credibility with key decision-makers.
- Develop strategic action plans for key clients based on gaps identified by the employer diagnostics.
- Execute and operationalise the client engagement strategy at our Corporate Clients which entails increasing member engagement and enhance employers' financial wellness by improving members' financial wellness.
- Monitor and manage the engagement levels in line with KPA areas for Member Solutions and ensure that the minimum activation criteria are met on an ongoing basis.
- Engage with current and prospective corporate clients to determine their financial wellness needs and provide them with appropriate solutions.
- Engage with current and prospective corporate clients to optimise the effectiveness of their employee benefits and enhancing their employee value propositions through financial wellness.
- Provide input and drive the development of corporate client feedback reports, calculators, analysis and automated reporting.
- Respond to tenders related to employee financial wellness initiatives.
- Prepare proposals that capture client requirements and the relevant aspects of the product or solution.
- Facilitate presentations, meetings and discussions with key senior stakeholders (including intermediaries and distribution channels) to create awareness of the various features and benefits associated with the employee financial wellness value proposition.
- Establish appropriate feedback mechanisms to report back to employers on Member Solutions initiatives and the impact of the employee financial wellness initiatives.
- Generate, analyse and present Broker and Corporate clients report to the relevant stakeholders to identify and unlock opportunism for Member Solutions and Momentum Corporate.
- Contribute to the development of product training material for the client.
Competencies
- Planning and organised skill
- Team work and collaboration skills
- Good Communication and presentation skills
- Good Business Acumen
- Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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