Aquarius Recruitment Specialists

14 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Cape Town, South Africa
Jul 12, 2018
Permanent
To develop, implement and monitor the investment offering for company in line with company Group strategy. Duties and Responsibilities: Conduct asset manager research and selection to ensure that we have the best fund managers overseeing a given mandate Conduct and compile Industry research and product development to provide the most appropriate range of products to clients Use quantitative and qualitative analysis to make investment recommendations and strategic decisions Identify and interpret relevant information using logic to seek cause and effect relationships 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 Evaluate performance of fund/investment through regular review Develop software proficiency to deliver required outputs Express ideas or facts clearly in written documentation so that the content is understood by the recipient Develop sound product and industry knowledge Assess the impact of regulation on the business and implementing required changes Support the achievement of the business strategy, objectives and values by 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 Contribute to a culture conducive to the achievement of transformation goals by participating in the company 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   Qualifications: Bachelor of Business Science; Bachelor of Commerce; Bachelor of Science (Quantity Surveying); FAIS-accredited qualification/registration (Essential) Chartered Financial Analyst (CFA) / Master of Business Administration (MBA) / M. Com (Finance specialization) (Preferred) Skills/Competencies and experience: 5-10 years in a similar environment (Minimum Experience) MS Office - Intermediate Business writing - Advanced Relevant regulatory knowledge - Intermediate Industry trends - Intermediate Business Acumen - Intermediate Relevant software and systems knowledge - Intermediate Banking knowledge - Basic Banking procedures - Basic Research methodology - Advanced Principles of financial management – Intermediate Cluster specific operational knowledge - Basic Principles of project management - Intermediate Business principles - Intermediate Business terms and definitions - Intermediate Communication Strategies - Advanced Data analysis - Advanced Decision-making process - Advanced Governance, Risk and Controls - Advanced Key Competencies: Conducting root cause analysis Analyzing situations or data that requires an in depth evaluation of multiple factors Developing ways to minimize risks Drafting reports Managing conflict situations Influencing stakeholders to obtain buy-in for concepts and ideas Sharing information in different ways to increase stakeholders understanding Brainstorming ways of improving a product or situation Challenging the status quo with a view to improving the environment or peoples understanding Communicating standards to others Comparing two or more sets of information Conducting a needs analysis Writing business proposals Working with a group to identify alternative solutions to a problem Interacting with diverse people Building and maintaining effective relationships with internal and external stakeholders Analyzing and interpreting quantitative and qualitative data Interacting with various levels of management Managing multiple projects Answering customer questions Communicating complex information orally Communicating complex written information Identifying trends Checking accuracy of reports and records Conducting gap analysis Coordinating and securing buy-in from internal stakeholders Preparing and delivering presentation Providing professional advice/opinion Using different approaches in new work situations Behavioural Competencies: Strategic thinking Customer Focus High Impact Communication Business Partnerships Driving for Results Mentoring Aligning performance for success
Aquarius Recruitment Specialists Johannesburg, Gauteng, South Africa
Jul 12, 2018
Permanent
Role Summary 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 the company’s business strategy   Job Description 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 the company’s culture building initiatives (e.g. staff surveys etc) Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green 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’s 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   Qualifications Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Post Graduate qualification in Sales and Marketing would be to your advantage   Experience 5 years experience in Sales and Marketing with Project Management experience
Aquarius Recruitment Specialists Gauteng, South Africa
Jul 12, 2018
Permanent
Role Summary: To sell and service the company’s products to internal and external intermediaries in order to meet the company’s business strategy targets.   Job Description: Achieve agreed-to activities through structured calling patterns based on client segmentation Position company’s products by utilizing sales aids in line with the company practices Document client interactions according to the agreed format to complete activity reports Demonstrate proficient investment knowledge in product specifications and processes Provide feedback and escalate complaints in line with policies to mitigate risk Resolve work challenges by communicating identified challenges to specific departments for action according to policies and procedures Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets Educate and inform intermediaries by disseminating product and process information in line with the company focus areas to grow market share Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s Culture building initiatives (e.g. staff surveys etc). Participate and support corporate social responsibility initiatives for the achievement of key business strategies Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems Demonstrate understanding of intermediaries' business practices by conducting ongoing structured meetings in order to establish intermediaries' needs Collaborate with departments within the company by sharing information in alignment with the company’s focus areas Build relationships with internal suppliers by communicating according to service level agreements Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions Understand and embrace the company’s vision and demonstrate the values through interaction with team and stakeholders Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team Qualifications: Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Preferred Qualification: Certified Financial Planner Experience: 2-3 years in financial services   Key Competencies: Building Customer Loyalty Building Trusting Relationships High-Impact Communication Managing Work Sales Disposition Technical/Professional Knowledge and Skills Technical / Professional Knowledge: Administrative procedures and systems Banking knowledge Banking procedures Business principles Business terms and definitions Data analysis Governance, Risk and Controls Microsoft Office Relevant software and systems knowledge Business writing skills Cluster Specific Operational Knowledge
Aquarius Recruitment Specialists Cape Town, South Africa
Jul 12, 2018
Contract
Job Purpose: To research and evaluate investment opportunities, generate recommendations for the company’s clients, and to maximize performance and generate revenue for the bank. Job Responsibilities Researching JSE listed Industrial and resource shares Contribute to a culture conducive to the achievement of transformation goals by participating in company 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 Deliver investment advice to clients to meet their expectations Participate in investment strategy meetings to present and formulate investment opportunities Engage external service providers and key stakeholders associated with investment opportunities Formulate investment recommendations in accordance with the company’s investment framework in order to minimize investment losses Vote shareholder proxies in accordance with the company's Responsible Investment Framework Generate research reports and investment recommendations to enable investment decisions Conduct financial analysis of listed companies in line with the company's evaluation framework Contribute to the company's investment strategy discussions to formulate house views 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 time frame 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 Matric / Grade 12 / National Senior Certificate (Essential) Advanced Diplomas/National 1st Degrees (Essential) B. Comm degree with majors in investment related subjects or Chartered Financial Analyst (Preferred) Chartered Financial Analyst (Preferred)   Experience Required Working with a group to identify alternative solutions to work situations Analysing situations or data that requires an in depth evaluation of multiple factors Interacting with diverse people Developing ways to minimize risks Building and maintaining effective relationships externally and internally Drafting reports Analysing and interpreting qualitative and quantitative data Managing conflict situations Interacting with various levels of management 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 Coordinating and securing buy-in from stakeholders Comparing two or more sets of information Preparing and delivering a presentation Conducting a needs analysis Conducting gap analysis Providing professional advice/opinion Writing business proposals   Minimum Experience Level 2-5 years experience in an investment role in a Financial Services Industry  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 Knowledge Business Acumen   Behavioural Competencies Earning Trust Communication Continuous Learning Collaborating Work Standards Technical/Professional Knowledge and Skills
Aquarius Recruitment Specialists Johannesburg, Gauteng, South Africa
Jul 12, 2018
Permanent
Role Summary: To deliver sales team's results through enabling others, and ensure alignment to the company’s strategic focus areas.   Job Description: Build and maintain relationships with relevant stakeholders Identify and meet stakeholder needs, including giving them regular feedback Identify opportunities for collaboration Ensure effective resource capacity and planning Achieve clear accountability of team members Ensure resource capacity is aligned to the needs of the business Ensure relevant processes and procedures are followed Plan and monitor development by scheduling and tracking team progress against performance Engage with the team and identify additional training and development requirements Ensure relevant stakeholders are kept informed and updated Identify opportunities for improvement Ensure transformational targets are met Contribute to a culture of transformation by participating in the company’s culture building initiatives, business strategy, and CSI Stay abreast of developments in field of expertise, ensuring personal and professional growth Understand and embrace the company’s vision and values, leading by example Participate in the development and implement action plans to address issues raised in culture surveys Create a client service culture through various interventions Achieve operational excellence Encourage team to generate innovative ideas and share knowledge Manage budget costs within budgeting constraints Set and allocate sales targets for the team Review sales targets against performance Ensure profitability of distribution medium Make recommendations for alternate improvements to the business by reviewing non-performing areas Meet financial targets through monitoring, tracking and reviewing performance of the team Ensure quality sales standards are agreed to and delivered on Manage performance of staff by implementing performance agreements and ensuring a clear vision Mentor and coach staff on identified performance gaps Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes Follow the recruitment process when recruiting talent Maintain a high performing team and ensure an environment for optimal performance is created by identifying talent pool through career conversations, using the talent grid principles and developing talent retention programs Manage the on-boarding process of new employees.   Qualifications: Essential Qualifications - NQF Level Matric / Grade 12 / National Senior Certificate Preferred Qualification Relevant Bachelor Degree or Diploma.   Experience: Minimum 3 years sales Leadership role Managing a team of people Communicating job requirements and performance standards to others Managing a sales team Conducting performance appraisal interviews Conducting performance feedback meetings Creating a business plan   Checking performance data to measure employee performance Implementing a strategic plan Measuring client satisfaction Enforcing disciplinary actions against employees Working with clients to solve client problems Assuming a key leadership role Investigating and reviewing processes to improve client satisfaction Recruiting and staffing Coaching and mentoring of others Managing business risks Providing constructive feedback to employees   Exposure: Managing a team of people Managing a sales team - not in dictionary Creating a business plan Implementing a strategic plan Measuring client satisfaction Working with clients to solve client problems Investigating and reviewing processes to improve client satisfaction Coaching and mentoring others Providing constructive feedback to employees Behavioural Competencies Becoming a Business Advisor Building the Sales Team Building Trusting Relationships Coaching the Sales Team Driving for Results High-Impact Communication Making Sales Operations Decisions Raising the Bar
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 11, 2018
Permanent
Job PurposeTo provide input to the multi manager team across numerous areas including fund research, client servicing and sales support, reporting and oversight of fund management process for the purpose of growing assets under management and achieving the required investment return objectives. Job Responsibilities • Conduct thorough investment research by using quantitative and qualitative methods• Be knowledgeable in the digital space and have ability to assist with the development of the company’s digital capability and offerings• Grow assets under management through appropriate achieving business objectives• Oversee fund fact sheet outputs• Ensure that the funds offered to clients are appropriate through understanding of markets requirements• Be a confident presenter and have the skill and ability to convey thoughts and positions in an easy and understandable manner• Communicate fund performance and positioning to sales and distribution team• Manage relationships with potential and existing Asset Managers with whom we invest • Attend monthly investment management meetings for fund review and oversight• Ensure timely production of reporting material by gathering and presenting relevant information. This will include the ability to automate as much of the processes as possible• Adhere to the Chartered Financial Analyst (CFA) Code of Conduct for investing• Day to day management of funds by implementing relevant processes• Develop improved digital offerings to clients - via mobile app, websites, technology in general as well as automation of processes• Support the achievement of the business strategy, objectives and values by 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• Contribute to a culture conducive to the achievement of transformation goals by participating in company Culture building initiatives• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company Essential Qualifications - NQF Level • Matric / Grade 12 / National Senior Certificate • Advanced Diplomas/National 1st Degrees Preferred Qualification • Chartered Financial Analyst (CFA) and post graduate degree in Finance and Economics Type of Exposure• Working with a group and individually to identify alternative solutions to a problem • Analysing situations or data that require an in depth evaluation of multiple factors • Interacting with diverse people • Developing ways to minimise risks• Building and maintaining effective relationships externally and internally • Drafting reports • Analysing and interpreting qualitative and quantitative data • Managing conflict situations • Interacting with various levels of management • 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 • Brainstorming ways of improving a product or situation • Communicating complex written information• 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 • Coordinating and securing buy-in from stakeholders • Comparing two or more sets of information • Preparing and delivering a presentation • Conducting a needs analysis • Conducting gap analysis • Providing professional advice/opinion • Writing business proposals Minimum Experience Level • 2-4 years experience in similar or related role 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 Knowledge • Business Acumen • party systems proficiency (e.g. MorningStar/ INet) Behavioural Competencies • Applied Learning • Communication • Customer Focus • Decision Making • Managing Work • Technical/Professional Knowledge and Skills
Aquarius Recruitment Specialists Cape Town, South Africa
Jul 11, 2018
Permanent
Our client is looking to employ a Group Compliance Officer to manage the Compliance Functions of the company. This position will report to the Head of Compliance and Chief Operating Officer. Duties and Responsibilities: • Designing, development and implementation of compliance frameworks• Identifying and prioritising key regulatory obligations and the risks associated therewith• Determining the impact of current and new legislation, projects and products• Acting as Anti-Money Laundering Officer and responsibility for all FICA reporting• Developing and maintaining relevant Compliance Risk Management Programmes• Monitoring compliance with key regulatory requirements and ethical obligations • Monitoring the efficiency of and consistency of compliance controls and assisting with enhancement of procedures and controls• Tracking and facilitating the resolution of any potential non-compliant findings together with the respective business units • Drafting, updating and reviewing Group compliance policies and procedures• Interaction with the regulators, particularly the FSCA, in relation to new fund registrations, retirement fund rule amendments etc • Interacting with the relevant Ombudsmen and dealing with all client complaints • Membership of relevant ASISA or other industry committees• Statutory reporting to regulators where required for Group companies• Liaising with Internal audit and External Audit where necessary• Providing reports on a regular basis, and as directed or requested, to keep the Board and senior management informed of the operation and progress of regulatory compliance efforts• Promoting a compliance culture that values responsible conduct and compliance with internal and external obligations• Creating a compliance culture of awareness through regular communication with staff • Developing and conducting regular training to staff on key legal and regulatory obligations, including AML training and FAIS training• Dealing with compliance queries from all business units as well as clientsQualifications and Experience: • A post graduate qualification, preferably with LLB or CA(SA) qualification • Have passed FAIS RE 1, 3, 4 and 5 exams • Minimum of five years’ experience in ComplianceCompetencies Required: • Strong compliance experience within an environment similar to Sygnia • Approved FSCA Compliance Officer • Excellent working knowledge of FAIS Act, CISCA, Pension Funds Act, Long Term Insurance Act (and New Insurance Act), POPIA and GDPR • Practical experience in interacting with business executives and relevant board committees (e.g. Audit committee and Risk Committee) • Strong analytical skills and a good eye for detail • Proficient in MS Office (Word, PowerPoint and Outlook) • Ability to understand broad business issues • Ability to work independently when required • Ability to manage a team • Must be able to multi-task
Aquarius Recruitment Specialists Cape Town, South Africa
Jul 11, 2018
Contract
Job Purpose: To research and evaluate investment opportunities, generate recommendations for the company’s clients, and to maximize performance and generate revenue for the bank. Job Responsibilities Researching JSE listed industrial and resource shares Analysing JSE and offshore listed property companies and contribute toward fixed income related research Contribute to a culture conducive to the achievement of transformation goals by participating in company 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 Deliver investment advice to clients to meet their expectations Participate in investment strategy meetings to present and formulate investment opportunities Engage external service providers and key stakeholders associated with investment opportunities Formulate investment recommendations in accordance with the company’s investment framework in order to minimize investment losses Vote shareholder proxies in accordance with the company's Responsible Investment Framework Generate research reports and investment recommendations to enable investment decisions Conduct financial analysis of listed companies in line with the company's evaluation framework Contribute to the company's investment strategy discussions to formulate house views 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 time frame 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 Matric / Grade 12 / National Senior Certificate (Essential) Advanced Diplomas/National 1st Degrees (Essential)   B. Comm degree with majors in investment related subjects or Chartered Financial Analyst (Preferred) Chartered Financial Analyst (Preferred)   Experience Required Working with a group to identify alternative solutions to work situations   Analysing situations or data that requires an in depth evaluation of multiple factors Interacting with diverse people Developing ways to minimize risks Building and maintaining effective relationships externally and internally Drafting reports Analysing and interpreting qualitative and quantitative data Managing conflict situations Interacting with various levels of management 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 Coordinating and securing buy-in from stakeholders Comparing two or more sets of information Preparing and delivering a presentation Conducting a needs analysis Conducting gap analysis Providing professional advice/opinion Writing business proposals   Minimum Experience Level 2-5 years experience in an investment role in a Financial Services Industry  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 Knowledge Business Acumen   Behavioural Competencies Earning Trust   Communication Continuous Learning Collaborating Work Standards Technical/Professional Knowledge and Skills    
Aquarius Recruitment Specialists Cape Town, South Africa
Jul 11, 2018
Permanent
The Tax Reporting Senior Administrator will be responsible for all reporting to the various regulatory tax bodies, both locally and internationally   Key Duties Monitors, assesses and advises the various business units on changes in Tax, FATCA, CRS and exchange control legislation Provision of and assistance with developing and implementing solutions for the changes in Tax, FATCA, CRS and exchange control legislation Prepares, analyses, reconciles and submits statutory reporting for tax, FATCA, CRS and exchange control measures Assists with implementation and monitoring of solutions for tax, FATCA, CRS and exchange control reporting and compliance Test changes implemented across the various systems, SARS submission files and other regulatory reports Improving current internal processes and providing input into tax, FATCA, CRS and exchange control related projects Performance or assistance with the reporting of returns to SARS for all client related products Proficient in the Microsoft Office suite and Paxus Administration System   Qualifications Bachelor of Commerce or related equivalent University degree   Key Competencies Alternative investment industry and administration knowledge Broad understanding of systems, procedures and processes Excellent presentation and communication skills, both verbal and written Strong problem solving skills Ability to plan, schedule and organize in a systematic and orderly manner Strong interpersonal skills, being supportive and patient with users Sound judgement Proficient in the Microsoft Office suite and Paxus Administration System The Tax Reporting Senior Administrator will be responsible for all reporting to the various regulatory tax bodies, both locally and internationally   Key Duties Monitors, assesses and advises the various business units on changes in Tax, FATCA, CRS and exchange control legislation Provision of and assistance with developing and implementing solutions for the changes in Tax, FATCA, CRS and exchange control legislation Prepares, analyses, reconciles and submits statutory reporting for tax, FATCA, CRS and exchange control measures Assists with implementation and monitoring of solutions for tax, FATCA, CRS and exchange control reporting and compliance Test changes implemented across the various systems, SARS submission files and other regulatory reports Improving current internal processes and providing input into tax, FATCA, CRS and exchange control related projects Performance or assistance with the reporting of returns to SARS for all client related products Proficient in the Microsoft Office suite and Paxus Administration System   Qualifications Bachelor of Commerce or related equivalent University degree   Key Competencies Alternative investment industry and administration knowledge Broad understanding of systems, procedures and processes Excellent presentation and communication skills, both verbal and written Strong problem solving skills Ability to plan, schedule and organize in a systematic and orderly manner Strong interpersonal skills, being supportive and patient with users Sound judgement Proficient in the Microsoft Office suite and Paxus Administration System
Aquarius Recruitment Specialists Cape Town, South Africa
Jul 09, 2018
Permanent
Job PurposeSupport the formulation of marketing strategy and the annual marketing plan and manage and effect the implementation of the marketing plan with the objective of influencing targeted consumers or businesses to choose the company products and services and to achieve specific measurable business and marketing objectives. Key DutiesManage allocated budgets in line with implementation plans by keeping a running budget indicating actuals vs budget and reporting on budgetary position including rationale for deviationsUnderstand financial principles including costs as it impacts the ability to formulate and execute relevant marketing plans/interventions/campaigns Interrogate and managing costs of suppliers in terms of industry norms and deliverables against campaign briefs to ensure value delivery from suppliers Provide content in support of the development of the marketing strategy for the Business UnitUnderstand Divisional/Business Unit objectives to ensure relevant implementation of plansProvide input on campaigns and activities for relevant marketing reportsCoordinate tasks, resources and internal and external stakeholders to ensure the relevant, timeous implementation of the initiatives and campaigns per the signed off marketing planProvide input into and influence the Client Value Proposition (CVP) and product and service development to ensure relevance based on understanding of the target market Ensure relevant and impactful marketing and communications tactics and implementation. Identify and engage with all relevant stakeholders across Business Unit to ensure robust implementation of marketing initiativesBuild and maintain collaborative relationships with identified key stakeholders to deliver on business resultsSupport the achievement of the business strategy, objectives and valuesIdentify training courses and career progression for self through input and feedback from managementEnsure all personal development plan activities are completed within specified timeframeShare knowledge and industry trends with team and stakeholders during formal and informal interactionSeek opportunities for and obtain buy-in for developing working process enhancements and/or efficiencies that will improve the impact and effectiveness of your roleSupport the company Way' to ensure relevant marketing plans, briefs and execution that build the company brandContribute to a culture of transformation goals by "living" the brand and values and being an active and collaborative team playerParticipate in and support CSI for the achievement of group vision and businessSeek and advocate opportunities for relevant innovationCommunicate briefs that provide the required insight and direction to guide solutions to the specific marketing and communications objectives, aligned to business objectivesCritically evaluate proposals and creative solutions from agenciesManage the agency through debriefs, facilitating approvals and post-approval delivery of the defined initiatives/campaignsComply with governance requirements to minimise risk to all stakeholdersMeasure marketing campaigns through the application of relevant measurement and tracking toolsEssential Qualifications - NQF Level Diploma Advanced Diplomas/National 1st Degrees Preferred QualificationBachelor of Arts: Marketing , Bachelor of Commerce: MarketingEssential CertificationsMarketing Association of South Africa (MASA)Minimum Experience Level Three or more years as an intern, marketing assistant or marketing coordinator ExposureStrategic thinking skills - the ability to think beyond the immediate and tacticalUnderstanding of market strategy principles incl. market segmentation; target markets; positioning principles; branding principles; media & channel planning; social & digital platforms Marketing Mix Optimisation skills - the ability to understand and apply all the elements of the marketing mix to successfully impact the marketing of a product or service Ability to understand and apply knowledge of customer insights; CVP frameworks and products and services features & benefits to ensure effective marketing campaignsAnalytical skills - ability to process information/insights resulting in plans/interventions/campaigns that are effective Creative evaluation skills - ability to judge creativity in the context of briefs; effective business solutions; & marketplace impact and dynamicsInfluencing stakeholders to obtain buy-in for concepts and ideas Sharing information in different ways to increase stakeholders understandingBrainstorming ways of improving a product or situation Working with a group to identify alternative solutions to a problemInteracting with diverse people Building and maintaining effective relationships with internal and external stakeholders Behavioural CompetenciesBuilding Partnerships Communication Customer Focus Decision Making Initiating Action Innovation Work Standards Quality Orientation Technical / Professional Knowledge Accounting principles Business principles Business terms and definitions Communication Strategies Data analysis Governance, Risk and Controls Company’s vision and strategy Decision-making process Company/Division/Cluster/Business Unit specific business knowledge Company’s Brand and Marketing Way Marketing Strategy understanding as it relates to the components of the marketing mix and how this i Analytical and systems thinking ability to enable the application of client insights, market/competitors Communications strategy skills and understanding including all communications mix elements (ATL/B Understanding of branding & brand building principles and techniques as drivers of marketing strategyWriting of briefs and verbal articulation thereof to internal and external stakeholders Development and implementation of marketing plans in support of the marketing and business strategies Development of marketing presentations as required that are in support of marketing strategies, objective Financial and numeric competence to enable marketing plan execution ito (i) setting of SMART objectiveAbility to professionally use Powerpoint, Word & Excel
Aquarius Recruitment Specialists Cape Town City Centre, Cape Town, South Africa
Jun 26, 2018
Permanent
To provide proactive professional legal advice and risk management services to internal clients to mitigate the company’s legal risk. Key Duties: Provided Legal advice: Create a solution that achieves stakeholder objectives, mitigates risks and complies with regulatory requirements by providing legal and/or specialist advice, opinions, drafting and by vetting documentation (agreements). Provide meaningful legal advice to stakeholders by conducting research through electronic legal portals, consultations with legal counterparts and external attorneys and counsel. Provide input into ERCO and/or other risk reports by highlighting risks to management/relevant stakeholder for corrective action to be taken and by identifying legal or reputational risks. Assist the attainment of goals and objectives that will best mitigate legal risks by drafting, reviewing, settling and negotiating documentation and transactions with the view to implementing the legitimate expectations of the transacting parties. Provide input/comments at regulatory/industry forums/bodies and committees on behalf of company or in relation to the business interests of the bank by attending and participating in relevant forums. Represent the bank at any dispute resolution forum by presenting the bank's case at the forum. Keep stakeholders abreast of recent developments in law and regulation that might impact their business through relevant communication channels and/or ad hoc in transaction meetings. Provide legal input into key business projects. Attend to regulator applications and amendments to supplemental deeds. Good understanding and working knowledge of the Collective Investment Schemes Act, Pension Funds Act, Income Tax Act, FAIS, Financial Intelligence Center Act and Companies Act. Ability to communicate legislation changes and opportunities to all stakeholders via articles, presentations and opinions. Managed Stakeholder relationships: Build and maintain effective relationships with relevant stakeholders and users by attending meetings and forums. Identify legal and/or specialist needs of relevant stakeholders to provide relevant legal advice and proactively meet their needs by building trusting and professional relationships. Develop trusting professional internal relationships by keeping relevant stakeholders and users informed of any new changes to the law which may impact their business. Managed Costs: Ensure that the legal fees remain reasonable and/or competitive by overseeing outsourced legal costs in relation to repetitive matters. Deliver advise cost effectively by using internal resources to draft documents and by providing opinions to users where appropriate and where capability exists. Managed Transformation and Change: Contribute to a culture conducive to achieving transformation goals by participating in the company’s Culture building initiatives (e.g. Barrett Surveys). Achieve business strategy (e.g. Social responsibility, Green Strategy) by participating and supporting corporate social responsibility initiatives. Deliver a world class service through others and ensure a client service culture through various required interventions. Adopt best work processes and practices currently in place to promote optimisation through promoting multi-skilling. Managed Self: 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. Provide solutions addressing risks by taking the appropriate steps to mitigate the bank's legal risk and by working with the team in identifying legal risks, reporting risks to the relevant stakeholders. Essential Qualifications: Professional Qualifications/Honour’s Degree Matric / Grade 12 / National Senior Certificate Preferred Qualification: LLB/ Bproc/ or similar Admitted attorney/advocate/ LLM/LLD Technical/Profession Knowledge: Banking knowledge Business Acumen Business principles Diversity management Governance, Risk and Controls Legal Risk and practice management Regulatory, Legal and Economics Principles Research and development Stakeholder management Business writing skills Management information and reporting principles, tools and mechanisms Exposure: Coaching and mentoring others Identifying business risks Making legal decisions Assessing legal compliance Drafting legal agreements; opinions; letters Managing legal risks Networking and building relationships Establishing and maintaining collaborative relationships with peers / managers Behavioural Competencies: Communication Continuous Learning Decision Making Innovation Managing Work Technical/Professional Knowledge and Skill   Minimum Experience: 5 - 7 years experience as legal advisor
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jun 21, 2018
Permanent
Play an integral part of the manager selection process within manager selection. You will be expected to contribute to all aspects of the process ranging from the analysis of quantitative data to conducting face-to-face due diligence meetings as part of the qualitative assessment in order to facilitate informed investment decision-making Job Responsibilities • Detailed understanding of asset manager strategies locally and globally• Screening of investment manager universe through various sources• Conducting manager meetings as part of the investment due diligence and on-going monitoring process• Ability to articulate the investment philosophy & process, positioning and performance of various manager strategies, and proactively flag concerns• Integral part in compiling and maintaining the approved “buy-list” for the various parts of the business• Build strategic relationships with asset managers within the asset management industry• You will be expected to keep up to date with changes within the asset management industry Experience• At least 3 years manager research experience within the multi-manager, fund of funds or asset consulting environment Qualifications• B.Com (Hons) / Business Science degree majoring in Finance, Economics, Financial Analysis or Portfolio Management• CFA or related studies beneficial Key Competencies• Strong presentation, verbal and written skills• Confidence in articulating and defending a position• Ability to focus on what is relevant• Questioning and inquiring mind that takes pleasure in figuring things out• Team player Systems knowledge• Working knowledge of Microsoft Office essential, INET and Morningstar preferred Employment Equity• Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, South Africa
Jun 20, 2018
Permanent
Lead a team of performance and reporting analysts responsible for delivering accurate and timely information to various stakeholders. The successful candidate is expected to drive improvements to the reporting structure and bespoke reports, working closely with developers, reporting analysts and other relevant parties Job SpecificationOversee the day-to-day management of staff and develops/maintains individual and team metricsPlans, allocates and measures individual employee’s work and makes decisions regarding performance appraisals, recognition and developmentReview and validate performance data used by various stakeholdersTroubleshoot performance issues through working with analysts, portfolio managers, operations, clients, etc.Drive internal and external reporting processes, liaising with various departments to ensure reports meet regulatory and client requirements, and implement industry best practiceTake overall responsibility of correctness and timeous distribution of internal and external reportsDrive improvement of reporting structures as internal and external requirements developResponsible for researching and resolving any database discrepanciesManage and take ownership of data to enrich reporting data warehouse and ensure optimum efficiencyMaintenance of the monthly attribution models to quantitatively assess manager and investment team decision making; work with quantitative analyst to improve robustness of attribution Maintain of integrity of investment database(s) including accurate classification of information and identification and correction of errors; liaise with developers and managers to ensure information is captured correctly Ensure various parties are provided with relevant and timely reports of underlying portfolios; engage with investment team and developers to ensure reports remain accurate and relevantEnsure marketing team are provided with relevant data to run retail and institutional reports on a monthly and quarterly basis & build presentations Qualifications B.Com or Business Science or other relevant degreeCIPM qualification is preferred ExperienceMinimum 4 years prior work experience in a similar role within the asset management environment is essentialIn-depth knowledge of portfolio instruments in collective investment schemes and their appropriate classificationSpreadsheet and reporting experience essentialA quantitative degree and investment focus will be an advantagePrevious management experience Key CompetenciesAttention to detail and high level of accuracyAbility to work independently Accountability and responsibility for accuracy of workSelf-starter, take initiative and be proactiveDiligence and numeracy abilityAnalytical and problem solving skillsTime management and organizational skillsAbility to meet deadlines Passionate, ambitious and energetic Systems knowledgeIn depth knowledge of Microsoft Office incl. Excel & PowerPointWorking knowledge of Inet & Morningstar preferred & basic programming language Employment EquityPreference will be given to candidate from designated groups
Aquarius Recruitment Specialists Cape Town, South Africa
Jun 19, 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