Aquarius Recruitment Specialists

7 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Gauteng, South Africa
Sep 10, 2018
Permanent
Key Responsibilities: Formulate clear strategic objectives and a business plan for specific client area Work closely with Segment Head and other Account Managers in x Segment in terms of developing  client strategy and plans (i.e. sales and retention strategies) Actively use and leverage capability of a cluster wide CRM Understand client needs in order to identify appropriate products and solutions Actively manage key client relationships focusing on growing and developing existing clients together with generating new business Influence overall profitability of client area by meeting targets, as agreed with Segment Head Position and package the Retail business simply and effectively to the client area Act as the key interface between the client and the company as well as a company brand ambassador Prepare and deliver selling presentations and client feedback reports   Minimum Requirements:   Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc), unless qualified by extensive experience and track record Relevant postgraduate qualification would be advantageous (e.g. CFA, CFP) At least 5 years experience in investment sales Deep understanding of investment principles, financial instruments and unit trusts Strong understanding of the segment landscape, different players and key needs   Key Competencies: Deep knowledge of self, the company, the client, the context Strong technical knowledge of products and solutions Ability to develop and manage committed relationships Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes The capacity and ability to clearly articulate and package a single company Retail value proposition to the client area (marketing competency) Deep understanding of the dynamics of the specific segment and ability to “close the deal” Strong market facing presence Technical aptitude and product knowledge Behavioural Competencies: Results orientation – unquestionable work ethic Very strong relationship management skills Passionate and very bullish about segment opportunity Team player Ability to be an effective team player and pro-active individual Analytical, innovative and demonstrates initiative Ability to understand existing code Excellent communication skills both written and verbal
Aquarius Recruitment Specialists Johannesburg, Gauteng, South Africa
Sep 07, 2018
Permanent
Purpose of the Role: To support the growth and development of the distribution channels to enable the company to expand its reach and business, through new and existing initiatives and effective delivery of the channel development strategy into the market; in line with company business strategy. Duties and Responsibilities: Deliver on the growth plans for the direct retail investor channel through sales and new client acquisition Identify and leverage company’s scale and distribution opportunities Build strong relationships with external stakeholders by networking and regular communication Build and maintain working relationships by networking; ongoing communication and sharing relevant information Support business development initiatives by implementing the agreed Service Level Agreement with the regional distribution owners Contribute to a culture conducive to the achievement of transformation goals by participating in culture building initiatives (e.g. staff surveys etc) Participate and support corporate responsibility initiatives for the achievement of business strategy Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company Create awareness and expand business opportunities by presenting products through various media Support implementation of projects by coordinating and project managing all activities and making suggestive recommendations Create new business initiatives and expand current distribution channels by identifying opportunities through market and competitor analysis; recommending innovative ideas for services Minimise risks by adhering to regulations; policies and procedures and executing on governance Identify business opportunities from existing and new channels by analysing available data; collaborating with other departments; engaging and meeting relevant stakeholders Gather information and make Client Value Proposition (CVP) by understanding the bank process; researching (market insights); reviewing market segment information and proposing ideas that are aligned to business strategy Put together a business case by compiling all relevant information; come up with findings and draft a proposal with appropriate recommendations and alternatives Support the achievement of the business strategy; objectives and values by reviewing the company and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned Identify training courses and career progression for self through input and feedback from management Ensure all personal development plan activities are completed within specified timeframe Share knowledge and industry trends with team and stakeholders during formal and informal interaction Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations Essential Qualifications: Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Preferred Qualification: BBusSci or Bachelor of Commerce Post Graduate qualification in Sales and Marketing Preferred Certifications: Certified Financial Planner Type of Exposure: Conducting root cause analysis Working with a group to identify alternative solutions to a problem Analysing situations or data that requires an evaluation of multiple factors Interacting with diverse people Building and maintaining effective cross-functional relationships with internal and external stakeholders Developing ways to minimise people risks Analysing and interpreting qualitative and quantitative data Drafting reports Interacting with various levels of management Managing conflict situations Managing multiple projects Influencing stakeholders to obtain buy-in for concepts and ideas Answering internal customer questions Sharing information in different ways to increase stakeholders understanding Communicating complex information orally Communicating complex written information Brainstorming ways of improving a product or situation Challenging the status quo with a view to improving the environment or people's understanding Identifying trends Checking accuracy of reports and rec Communicating standards to others Conducting gap analysis Conducting a needs analysis Comparing two or more sets of information Coordinating and securing buy-in from stakeholders Preparing and delivering presentation Writing business proposals Providing professional advice/opinion Using different approaches in new work situations Minimum Experience Level: 5 years experience in Sales and Marketing with previous Relationship Management experience - private banking or personal banking  Technical / Professional Knowledge: Banking knowledge Banking procedures Business Acumen Business principles Business terms and definitions Business writing Communication Strategies Governance, Risk and Controls Industry trends Microsoft Office Principles of financial management Principles of project management Relevant regulatory knowledge Relevant software and systems knowledge Research methodology Data and Business analysis Cluster Specific Operational Knowledge Support Decision -Making Process Behavioural Competencies: Continuous Learning Decision Making Innovation Building partnerships Planning and Organizing Technical/Professional Knowledge and Skills
Aquarius Recruitment Specialists Cape Town, South Africa
Sep 07, 2018
Permanent
Job Purpose To develop, implement and monitor the investment offering for the company, in line with the company strategy. Job Responsibilities • Provide quantitative and qualitative support to retail and institutional teams • Conduct research on optimal strategies for low cost funds used in retail and institutional markets (eg. multi-asset passive portfolios)• Meet with clients and stakeholders – present and build relationships• Contribute to a culture conducive to the achievement of transformation goals by participating in culture building initiatives (e.g. staff surveys etc)• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company• Evaluate performance of fund/investment through regular review• Develop software proficiency to deliver required outputs• Develop sound product and industry knowledge• Assess the impact of regulation on the business and implementing required changes• Interact with internal and external clients to assess needs and provide solutions • Provide feedback and presentations to stakeholders.• Develop and use collaborative relationships to facilitate the accomplishment of work goals People Specification • Essential Qualifications - NQF Level• Matric / Grade 12 / National Senior Certificate• Advanced Diplomas/National 1st Degrees Preferred Qualification • Chartered Financial Analyst (CFA) / Masters of Business Administration (MBA) /M.Com (Finance specialisation) Type of Exposure • Conducting root cause analysis • Working with a group to identify alternative solutions to a problem• Analysing situations or data that requires an evaluation of multiple factors • Interacting with diverse people • Building and maintaining effective relationships with diverse internal and external stakeholders • Developing ways to minimise risks • Analysing and interpreting qualitative and quantitative data • Drafting reports • Interacting with various levels of management • Managing conflict situations • Managing multiple projects • Influencing stakeholders to obtain buy-in for concepts and ideas• Answering customer questions • Sharing information in different ways to increase stakeholders understanding • Communicating complex information orally • Communicating complex written information• Brainstorming ways of improving a product or situation • Challenging the status quo with a view to improving the environment or people's understanding • Identifying trends • Checking accuracy of reports and rec • Communicating standards to others• Conducting gap analysis • Comparing two or more sets of information • Coordinating and securing buy-in from internal stakeholders • Conducting a needs analysis • Preparing and delivering a presentation • Writing business proposals • Providing professional advice/opinion • Using different approaches in new work situationsMinimum Experience Level • Minimum of 3 years of experience preferably in an asset consulting, investment or quantitative analyst role• Data science, programming skill preferred Technical / Professional Knowledge • Banking knowledge • Banking procedures • Business principles • Business terms and definitions • Business writing • Communication Strategies • Data analysis • Governance, Risk and Controls • Industry trends • Microsoft Office • Principles of financial management • Principles of project management • Relevant regulatory knowledge • Relevant software and systems knowledge • Research methodology • Decision-making process • Cluster Specific Operational KnowledgeBehavioural Competencies • Aligning Performance for Success • Building Partnerships • Coaching • Customer Focus • Driving for Results
Aquarius Recruitment Specialists Cape Town, South Africa
Sep 06, 2018
Permanent
Job Description The candidate will be responsible for the accurate distribution of work based on cut-off times and work types, ensuring that business turnaround times are met.  The candidate will also be responsible for various types of reporting centered around work coordination and will be required to perform duties within specified processes and deadlines as well as ad hoc duties and additional responsibilities from time to time. Key Responsibilities To manage and monitor all the daily queues and workflow To manage the distribution allocation of all incoming work The identifying and allocation of all client instructions received within the dedicated deadlines to the relevant Administration teams through any of the following means: Incoming faxes Original instructions received from walk in clients Original instructions received via the mail post To identify and split any service requests where there is a requirement to do so Creating new client contacts Preparation and posting of brochures for all the company’s major products Scanning and photocopying Sorting and distribution of incoming mail Filing and Metro File maintenance Mailing of marketing material across all products Support to the head of Retail Client Services and the Administration teams in ad-hoc duties as required Management of cut-off times Support fellow team members and team coordinator To ensure timeous processing of daily workflow so as to meet/exceed client expectations and Service Level Agreements (SLA’s)  To perform daily service request reconciliations to ensure all work items have been processed Exception reporting and resolution To identify trends (trend analysis) To report any queue irregularities To recommend efficiencies to existing processes and provide input to new processes To document all processes, procedures and controls and ensure material is continually updated as relates the work function Implement controls to mitigate processing risk, particularly associated with work distribution, cut-off’s and turnaround times Assist with an queries/provide knowledge support where required Ad hoc duties/projects as may be required from time to time Qualifications Relevant business / commerce degree or current related experience Sound knowledge of the Unit Trust / LISP industry an advantage Intermediate Computer Literacy – Word, Excel, Email Skills/Competencies and experience Accuracy and attention to detail Ability to accept responsibility for all tasks done Ability to ensure a thorough knowledge of processes and procedures Ability to function well under pressure Ability to work effectively as part of a team Computer Literacy Deadline Driven Excellent time management skills Excellent verbal and written communication skills Excellent Problem Solving skills Flexible, energetic, trustworthy, organised, self disciplined Good communication skills Results orientated Self motivation The highest standards of personal integrity
Aquarius Recruitment Specialists Cape Town, South Africa
Sep 05, 2018
Permanent
Purpose of the Role: To grow business by acquiring new property finance clients predominantly in the commercial property market/sector to add value to the company’s client offering. Job Responsibilities: Contribute to a culture conducive to the achievement of transformation goals by participating in the culture building initiatives (e.g. staff surveys etc.) Participate and support corporate responsibility initiatives for the achievement of business strategy Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company Grow and maintain our client base in the commercial property sector through networking with external stakeholders Manage relationships with other business units like Legal and Client Services through communicating with them Grow the lending book through business acquisition by using internal and external channels of communication such as internet and telephone Contribute to business results by charging market related fees on each lending transaction Achieve the required risk-adjusted returns on equity through appropriate interest margins and fees raised Manage workflow through preparation of transaction application; credit and legal processes Explore solutions to market challenges by making proposals to internal stakeholders on how to enhance client wealth Manage risk by following due process in the processing of client applications Support the achievement of the business strategy; objectives and values Identify training courses and career progression for self through input and feedback from management Ensure all personal development plan activities are completed within specified timeframe Share knowledge and industry trends with team and stakeholders during formal and informal interaction Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations       Qualifications: Essential Qualifications - NQF Level Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Preferred Qualification: Bachelor of commerce Degree in Property Economics Type of Exposure: Conducting root cause analysis Working with a group or independently to identify alternative solutions to a problem Analysing situations or data that requires an evaluation of multiple factors Interacting with diverse people Building and maintaining effective cross-functional relationships with internal and external stakeholders Developing ways to manage risks Analysing and interpreting qualitative and quantitative data Drafting reports Interacting with various levels of management Managing conflict situations Managing multiple projects Influencing stakeholders to obtain buy-in for concepts and ideas. Answering customer questions Sharing information in different ways to increase stakeholders understanding Communicating complex information orally Communicating complex written information Brainstorming ways of improving a product or situation Challenging the status quo with a view to improving the environment or people's understanding Identifying trends Checking accuracy of reports and rec Communicating standards to others Conducting gap and needs analysis Comparing two or more sets of information Coordinating and securing buy-in from stakeholders Preparing and delivering a presentation Writing business proposals Providing professional advice/opinion Using different approaches in new work situations business proposals   Minimum Experience Level: 5 years experience in structured lending in a financial institution Technical / Professional Knowledge: Microsoft Office Cluster Specific Operational Knowledge Business writing Relevant regulatory knowledge Principles of project management Industry trends Business principles Business Acumen Business terms and definitions Relevant software and systems knowledge Communication Strategies Banking knowledge Data analysis Banking procedures Decision-making process Research methodology Governance, Risk and Controls Principles of financial management Behavioural Competencies: Sales Disposition Building Trusting Relationships Driving for results Technical/Professional Knowledge and Skills Managing Work Decision Making      
Aquarius Recruitment Specialists Cape Town, South Africa
Sep 05, 2018
Permanent
Job Description Role of Operational Tax Specialist will assist the business in bridging the gap between the Tax team and Retail Operations by acting as a one point of contact and assisting with tax related implementation/process changes across all Retail Products. Job Summary The function includes (but is not limited to): Implementation of legislative tax changes Assist the tax team with the implementation of new tax processes or tax changes introduced by National Treasury/SARS across Retail products. E.g. Dividend Withholding tax, ITA88, provisional tax certificate process, redesign of tax certificates, process for electronic ROT submissions etc. Manage any IT development items impacting ops processes. Assist with internal business communications to affected business areas (CSC, Distribution, Operations, SSTax etc.) regarding process changes. SARS reporting Assist the Tax team with the development and implementation of new SARS Business Requirement Specifications impacting tax certificates, forms and Ops processes. SARS Data Gathering project: in-depth analysis of SARS submission requirements across all affected products and impact on current operational processes. Implementation/review of control check reports and additional Siebel/Apian validations to improve data quality. Tax content Ensure that tax related content on Wiki Product pages are up to date. Ensure tax related processes and content are accurately documented in operational process notes. Ongoing maintenance of forms to ensure that tax content remains relevant and accurate. Ongoing maintenance of operational tax calculators and assistance with implementation and testing of new calculators/ tools for operations. Operational and system reviews Review operational tax processes, identify gaps and recommend improvements/ implement controls System reviews (with specific focus on associated tax rules and treatment) Ad hoc review of investor tax documentation on record e.g. tax directives, ROTs, DWT declarations etc. Managing relationships Liaising with external vendors (such as ebTax) where required regarding system queries or errors Assisting in building and maintaining successful relationships with key tax representatives in Operations e.g. hosting monthly Tax Operations meetings Competencies Accuracy and attention to detail Autonomous Problem solving skills Sound judgement and decision-making Teamwork Skills Effective verbal and written communication skills Processes and procedures oriented Sound knowledge of the retail processes and procedures
Aquarius Recruitment Specialists Cape Town, South Africa
Aug 29, 2018
Permanent
Purpose of the Role:This position is within the Retail Division of the company and the candidate will be reporting to the Death Claims team leader. The candidate will attend to the death notification, validation and processing and/or payment of all life, retirement and discretionary products. The candidate will ensure accurate, diligent and timeous processing of all instructions received from beneficiaries, executors and IFA’s. There will be a high emphasis on solid process and systems knowledge, sharp client servicing and swift resolution of enquiries. Key Responsibilities: • Process incoming death claim instructions in respect of:o Life & Retirement products o Discretionary products • Validate and verify death notification documents• Liaise with beneficiaries, executors and IFA’s on incoming instructions• Timeous processing within SLA's• Continuous focus on process improvements to improve efficiency and reduce risk• Draft and maintain all process related documents• Efficient handling of enquiries from beneficiaries, executors and IFA’s• Consulting with Legal, Tax and other departments• Providing beneficiaries, executors and IFA’s with superior levels of service• Maintaining an audit trail of all interactions with beneficiaries, executors and IFA’s on Siebel• Ad hoc duties and projects Requirements: • Sound knowledge about life, retirement and discretionary products• Good systems knowledge Competencies: • Case management (planning, organizing, scheduling)• Self-disciplined and ability to function well under pressure• Good verbal and written communication skills• Ability to work effectively as part of a team• Self-motivation and ability to work autonomously• Accuracy and exceptional attention to detail• Excellent problem solving skills• Diligent, trustworthy and responsible• Excellent time management skills• Methodical work ethic• Good judgement and discretion• Good knowledge management skills