Specialist: Investment Consultant
Closing Date: Not Specified
Location: Durban KZN ZA, NL, ZA
Company: Liberty Group Limited
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, we go 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
Minimum Experience
Minimum Qualifications
Additional Minimum Qualifications
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
- 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
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
- 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.
Competencies
Technical Competencies
- Building a business case (Intermediate)
- Research and Information Gathering (Basic)
- Business Interaction (Intermediate)
- Business Acumen (Intermediate)
- Risk management (Intermediate)
Behavioural Competencies
- 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 Values
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.
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