Aquarius Recruitment Specialists

12 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Durban, KwaZulu-Natal, South Africa
Jul 18, 2017
Permanent
To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve the Company’s strategy to be the most admired bank Qualifications• Matric / Grade 12 / National Senior Certificate • Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers• FAIS Accreditation Regulatory Examination Level 1 Experience• 2-3 years in a relationship management or banking environment Job Specification• Complete tasks through planning and reviewing against set targets• Manage resources (time; processes and support teams) to optimize value against client expectations• Comply with risk standards; policies and procedures through training and development as required by group compliance framework• Research and analyse information by using problem solving techniques to propose solutions for work challenges• 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• The 4th point seems to be missing - is this ok because it could have been covered in other activities - above)• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management• Demonstrate an understanding of risk parameters by managing client relationships according to credit principles• Improve results by tracking and analysing financial reports against agreed measures• 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• Understand clients business and needs through proactive client relationship management according to portfolio mandate• Build relationships with internal stakeholders through communication and networking as determined by client needs• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients Key Skills• Conducting root cause analysis • Working with a group to identify alternative solutions to work situations• 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 minimize 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 peoples understanding • Identifying trends • Checking accuracy of reports and • 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 presentations • Writing business proposals • Providing professional advice/opinion • Using different approaches in new work situations Key Competencies • Communication • Energy • Building Trusting Relationships • Managing Work (includes Time Management) • Sales Disposition • Sustaining Customer Satisfaction Knowledge • Banking knowledge • Banking procedures • Business Acumen • Business principles • Business writing • Communication Strategies • Data analysis • Governance, Risk and Controls • Microsoft Office • Company policies and procedures • Company vision and strategy • Principles of financial management • Principles of project management • Relevant regulatory knowledge • Relevant software and systems knowledge • Decision-making process • Company culture • Cluster Specific Operational Knowledge Employment EquityPreference will be given to candidates from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 18, 2017
Permanent
To attend to the accurate & timeous completion of tax returns of Trusts, Individuals & Estate Returns in accordance with information supplied by the Relationship Manager and or Client, with the requirements of Tax Legislation and in terms of the company policy & procedures Qualifications• Diploma in Taxation• Registered Tax Practitioner - SAIT Membership Experience• 3 years tax experience in the financial or banking sector• Sound working knowledge Tax Legislation applicable to Individuals, Estates and Trusts - including CGT Job Specification• Client Service/ Managemento Managing relationship with Clients, Client Relationship Managers, Trust & Estate Officers and SARS• Accurate completion of Tax Returnso Obtain all relevant information to complete return. Input data on system to calculate final tax liability. Advise client of tax due which we think will arise when assessment is raised• Accurate calculation of Assessment & Provisional Tax Paymento Ensure accurate calculations of assessments/ tax liability on relevant Tax system and provisional tax calculations on tax system• Payment of Assessments & Provisional Taxo Ensure payment of assessments and provisional tax is made on or before due date• Timeous Raising of Objections (where necessary)o Assessment (IT34) do not correspond with our estimated calculation, object to tax assessment within stipulated timeframe• Maintain Agreed Policies & Procedureso Regularly & consistently meeting all SARS and departmental policies and procedures• Risk and Complianceo Manage risks by pro-actively identifying potential risks and obtaining legal & procedural knowledge of operation and adhere thereto• Invoicing & Fee collection: Financial Targetso Ensure clients are invoiced as soon as Tax Return has been finalised. Ensure payment is made on or before due date. Follow up on overdue accounts Key Skills• Administrative procedures and systems • Business writing • Data analysis • Microsoft Office • Relevant regulatory knowledge Key Competencies • Adaptability • Continuous Learning • Decision Making • Managing Work (includes Time Management) • Quality Orientation • Technical/Professional Knowledge and Skills
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 18, 2017
Permanent
Provide quantitative and qualitative support to retail and institutional teams on our Core Range. Conduct research on optimal strategies for low cost funds used in retail and institutional markets (Eg. multi-asset passive portfolios) and meet with clients and stakeholders - present and build relationships Qualifications• Matric / Grade 12 / National Senior Certificate • Advanced Diplomas/National 1st Degrees • Chartered Financial Analyst (CFA) / Masters of Business Administration (MBA) /M.Com (Finance specialisation) - Preferably Experience• Minimum 4 to 5 years of experience, preferably in an asset consulting, investment or quantitative analyst roles• Experience in programming language (python, java etc)• Machine learning, data science skill set, data modelling, automation Job Specification• Provide quantitative and qualitative support to retail and institutional teams on our Core Range• 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 the Company 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 Key Skills• Passionate - about clients, investments and life• Positive, “can do” attitude, directed energy• 100% ethical - utmost integrity and respect• Always improving self and team• Values relationships highly - internal and external• Proud of output - delivers high quality, professional• Enquiring mind - challenges respectfully and can be challenged• Team player - collaborative but accountable• Embraces transformation and diversity• Never give up. Humble in success• Individuals who are able to give and receive constructive feedback - great emotional intelligence• Individuals that have ambition and courage • Individuals who are commercially minded Key Competencies • Aligning Performance for Success• Building Partnerships• Coaching • Customer Focus• Driving for Results• High - Impact Communication Employment EquityPreference will be given to candidates from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 12, 2017
Permanent
• Play an active role in all aspects of the asset management operations function including the implementation of investment decisions within a multi-manager structure, the review and verification of portfolio valuations performed by external fund administrators, reporting to external and internal stakeholders and ensuring accurate and efficient processing of instructions Job Responsibilities • Responsible for the daily cash allocation process from end-to-end including the execution and authorization of electronic fund transfers • Validation of Unit Trust client instructions and handling of related queries • Implementation of investment decisions and ensuring portfolio accurately reflect the investment views in terms of manager and asset allocation• Review and verify portfolio valuations and pricing produced by the external fund administrators • Review of cash and scrip reconciliations and liaising with external parties to ensure outstanding items are resolved timeously• Monthly reports/accounting reconciliation between trustees and manco for unit trust funds and resolution of reconciling items • Assisting external auditors in annual audit of unit trust funds • Implement and review pricing standards and best practice and application thereof • Compile and review regulatory and client reporting on a monthly and quarterly basis • Prepare and review fee calculations relating to funds and entities • Coordinating the launch, merger and closure of funds and all other investor related activities • Ensure process documentation is up to date; this includes the assessment of risk and controls in the processes Experience • 3 years asset management administration and/or Unit trust pricing experience • Unit trust fund and MANCO accounting experience would be beneficial • Previous experience within an asset management operations function would be advantageous Qualifications• Commerce degree or diploma Key Competencies• Strong attention to detail • Strong numeracy skills • Investment industry understanding • Strong administration background • Efficient and ability to meet deadlines • Good time management skills • Proactive and able to use initiative • Excellent communication skills • Critical thinker and strong problem solving skills Systems knowledge• Advanced Microsoft Excel skills • Working knowledge of Flexcube and Invest One will be an advantage Employment Equity• Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 12, 2017
Permanent
To provide research and analytical information as well as technical investment support to the Business Development team. This role is expected to assist with reporting working closely with the team and other relevant parties with the opportunity to grow and assume wider responsibilities   Job Responsibilities Assist with conducting research and analysis of retail funds and track trends Respond to departmental queries on the market, funds or portfolio construction Work closely with the team members to develop and build statistical models for analysis Assist with the implementation and maintenance of a structured process to review asset management competitors (including hedge, multi managed, DFM, single management and factor based investing) Formulate unit trust and/or solution specification and positioning documents for all existing and proposed investment solutions Provide expert advice to business on queries relating to the company’s investments suite and unit trust industry statistics Provide written collateral for inclusion in client, intermediary and staff publications Present on investment solutions during intermediary workshops / meetings Investigate the external asset management landscape, including analysis of broad industry statistics and trends to prepare findings and insights to key business stakeholders Document and deliver report on Company’s Investments and competitor offerings for use in investment solutions related decision making forums and development of distribution team knowledge base Assist the Investment Consultant with third party manager due diligences Participate in discussions with team and internal business departments on investment solution strategies   Experience 2 to 3 years’ experience within Unit Trust and/or Individual Retirement & Life investment Products Knowledge of financial markets Qualifications A graduate qualification in statistics, quantitative methods and/or mathematics Strong analytical qualification will also be considered   Key Competencies Strong attention to detail Analytical and problem solving skills Proactive and able to use initiative Self-starter Ability to multi-task Highly organised and efficient Ability to communicate complicated issues clearly verbally and in writing Ability to build and maintain relationships Good communication and interpersonal skills “I can” attitude with the motivation and determination to prove themselves. We are looking for a go-getter with strong numerical and analytical skills, and an excellent track record of achievements both academically and in a broader context   Systems knowledge MS Office Visual Basic would be an advantage   Employment Equity Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 12, 2017
Permanent
Job Title: Investment AdministratorKey Responsibilities• Daily unitisation/ valuation of external manager instruments • Daily reporting of unit prices to clients and consultants • Daily processing of client cash flows (including recording the cash flows and modelling the client product range) • Processing payments • Sending investment/ disinvestment instructions to the external managers • Daily and monthly bank reconciliations • Daily and monthly unit-holding reconciliations • Monthly client reporting • Ad hoc reporting incl. regulatory reporting, audit certificates and other reports requested by clients, consultants and managers • Assisting on take-ons/ transitions of new clients • Assisting on restructures/ transitions of existing clients • Processing of manager fees • Processing of Company management fees • Implementing and maintaining controls • Performing controls • Maintaining the process documents Qualifications & Experience • Relevant tertiary qualification; prefer Bachelor of Business Science degree/ Bachelor of Commerce degree. • A minimum of 3 years relevant industry experience is required. Key Competencies• Good communication and interpersonal skills. • Proactive individual. • Responsible and accountable for allocated tasks. • High level of numeracy and accuracy and pays attention to detail. • Team player. • Good analytical/ problem-solving skills. • Deadline-oriented.
Aquarius Recruitment Specialists KwaZulu-Natal, South Africa
Jul 06, 2017
Permanent
Job PurposeTo build, service and maintain a book of discretionary and execution only stock broking clients according to mandates and models, generating revenue for the Business Unit and leveraging relationships to maximize customer value, in line with the company’s strategy. Types of Exposure• Analysing situations or data that requires an in depth evaluation • Brainstorming ways of improving a product or situation• Building and maintaining effective relationships with internal and external stakeholders• Challenging the status quo with a view to improving the environment or people’s understanding• Checking the accuracy of reports and records• Communicating complex information orally• Comparing two or more sets of information• Conducting a client financial needs analysis• Developing ways to minimise risks• Drafting reports• Financial markets experience• Identifying trends• Influencing stakeholders to obtain buy-in for concepts and ideas• Interacting with diverse people• Managing client expectations• Preparing and delivering presentations• Providing professional adviceEssential Qualifications• Advanced Diploma/National 1st Degrees• Registered Securities Trader Exam• Registered Persons Exam (RPE) Minimum Experience• 2 years in the financial markets environmentKey Competencies• Excellent communication skills• Able to contribute to team success• Able to build trusting relationships• Ability to expand and advance opportunities• Good time management skills• Able to sustain customer satisfactionEmployment Equity• Preference will be given to applicants of designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 04, 2017
Permanent
Our client is looking for a quantitative analyst to join its dynamic team. The focus is mainly on performance and risk analysis, but does also involve knowledge and application of broader quantitative and investment related topics.   Key Responsibilities Write-up of daily market commentary Data gathering, verification and preparation Monthly and quarterly fund and client reporting, including, but not limited to, Investment Analysis Reports and Fund Fact Sheet Updating, maintaining and automating various reporting processes as required Maintaining process documentation Performance and management fees calculations and verification Various portfolio and investment related quants research Adhoc analyses Support function to Administration and Investments; including, but not limited to, daily unit price and client model checking   Qualifications Sc. in Actuarial Sciences/Or other relevent degree Experience Experience within financial services advantageous Strong MS Excel skills   Key Attributes Strong analytical and numerical skills Strong communication skills Attention to detail whilst always linking numbers to the bigger picture Ability to work methodically Good organizational skills Deadline driven A passion for investment analysis Ability to work in a team
Aquarius Recruitment Specialists KwaZulu-Natal, South Africa
Jul 04, 2017
Permanent
• To manage client accounts and portfolios in accordance with agreed mandates and within the limits and control standards of the approved investment management standards and policies. Provide investment advice to clients, execute trades, build and retain client base Key Duties• Structures portfolios to achieve client's investment objectives• Monitors client's investment needs and makes the appropriate portfolio adjustments• Manage and maintain relationships with an approved client base including responsibility for ensuring that the full spectrum of products are offered to all clients• Ensure that any reduction in the scope of mandates or decrease in limits is actioned immediately upon advice• Responsible for growing and improving the quality and size of client base• Take particular care to ensure the spirit as well as the letter of the firm's ethical guidelines are met in all business dealings• Developing client base via direct and third party marketing• Ensure transactions are limited to approved stocks and are within written mandates and delegated limits - at all times• Ensure that any expansion in the scope of mandates or increase in delegated limits are confirmed in writing before they are actioned• Ensure that required details of each deal are recorded immediately, completely and accurately after the deal takes place in the required format and that this information is passed promptly to other parties, as required• Evaluating research reports and using in-house models to establish appropriate portfolio structures Key Requirements • Must be a member of the JSE, i.e. have written the JSE membership exams• A relevant tertiary qualification is essential – B.Com Degree• 5 years stockbroking, asset or portfolio management experience• 4-5 years in the financial markets environment• Knowledge of Broker dealing accounting systems (BDA, TALX, CATS, MAIA)• Registered Securities Trader Exam, Registered Persons Exam (RPE) Type of Exposure • Analysing situations or data that requires an in depth evaluation of multiple factors • Developing ways to minimize risks • 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 • Comparing two or more sets of information • Writing client investment proposals • Conducting a client financial needs analysis • Working with a group to identify alternative solutions to a problem • Interacting with diverse people • Communicating complex information orally and in writing Key Competencies• Administrative procedures and systems • Banking knowledge • Banking procedures • Business principles • Business terms and definitions • Business writing • 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 • Business Acumen • financial markets knowledge • communication • unit specific operational knowledge • Behavioural Competencies • Communication • Contributing to Team Success • Building Trusting Relationships • Expanding and Advancing Opportunities • Managing Work (includes Time Management) • Sustaining Customer Satisfaction  
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 04, 2017
Permanent
This position is within the Retail Division and the candidate will be reporting to the Team Coordinator. The job requires the candidate to work actively within a team and its daily processes and procedures. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on time to ensure that the case is finalized and to maintain contact with IFA's and clients. This person will need to be flexible, energetic, and trustworthy, organized, selfdisciplined, and enjoy working in a team environment. Main responsibilitiesValidating all incoming instructions with regards to:Various legislative requirements relating to all applicable productsCompleteness and accuracy of instruction from client/brokerProof of payment or money transferFICA requirements complied with (where relevant)Processing of incoming instructions in respect of:New business transactionsExisting business transactions (investments, retirement's, withdrawals,switches, transfers, cessions and estate lates)Amendments to existing static data (investors, advisors, employers)Ensuring all incoming work is captured within required turnaround times andbefore relevant cut offs.Attending to queries from clients, IFA's and internal customers and responding toqueries on time and diligently.Providing clients/ IFA's with superior levels of service.Maintaining records of all interactions with clients / IFA's on Siebel CRM.Correct and timeous rectification of errors.Liaise with clients / IFA's regarding the correct implementation of instructionsreceived to meet with our service delivery standards.Support fellow team members and Team Coordinator.Ad hoc duties as may be required from time to time. QualificationsRelevant experience – Relevant Business Degree or Job Related Experience wouldbe an advantage but not essential.Sound knowledge of the either the Life Insurance industry including Pension Fundsand/or the Unit Trust industry would also be an advantage.Intermediate Computer Literacy – Word, Excel, EmailSkills/competencies and experienceAccuracy and Attention to DetailExcellent Time Management SkillsExcellent Problem Solving SkillsExcellent Verbal and Communication skillsAbility to function well under pressureClient focused and self motivatedResults orientatedAbility to work effectively as part of a teamAbility to accept responsibility for all tasks done
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jul 03, 2017
Permanent
• To manage, organise, control and plan the activities of the Estates Department Key Responsibilities• Managed financial targets (35%)o Prepare an annual action plan in support of the roll-out budget to achieve the business strategy aligned to the estates strategy and ensure implementation of the action plan across a team of estates o Prepare and execute a marketing plan in support of the business strategy across a team of estateso Measure delivery and performance against the annual budget and take action where necessary o Distribute the budget against the team based on the portfolio and track and monitor their delivery against targets o Implement plans and projections in order to achieve budgeto Closely monitor and address short comings with individuals by identifying reasons for short comings, providing the necessary assistance and taking further action where required o Monitor and manage office errors to keep them within an acceptable level and monitoring cost impactPerformance Indicators Constantly met all financial targets  Quality and turnaround standards achieved for all processes, standards, systems, services and assets  Delivered project targets cost effectively Self and team improved efficiency and productivity month on month• Managed service delivery to clients (30%)o Manage and monitor the deadwood in the team by ensuring the deadwood is under target, create plans to address deadwood if it is above the target to get it under targeto Monitor estates to ensure they are closed within the target period o Monitor action targets for estates to ensure agreed actions are completed, if they are not achieved address why o Manage the complaints and compliments register by tracking and monitoring complaints and addressing service delivery issues as and when required o Manage the overdue liquidation and distribution accounts by tracking and monitoring against the agreed target for each estate officer, address estates over target with individuals and create an action plan and /or address non performancePerformance Indicators Met all agreed client service and satisfaction objectives  Fully understood client needs and delivered services to requirements Trusting working relationships built with subordinates, manager, peers and other departments to deliver results• Created new business as a result of cross-selling and collaboration (5%)o Build and maintain relationships across intermediaries to source agency estates Contact heirs of estates to determine need and offer wills facilityPerformance Indicators Sound relationships developed and maintained with suppliers and other stakeholders• Managed Self and Team (5%)o Manage performance of staff by implementing performance agreements, ensuring a clear vision, agreeing on goals and objectives, providing regular feedback on performance, recognising and rewarding achievement and take appropriate corrective action where requiredo Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken in order to improve performanceo Tailor development needs as identified to ensure that business unit stays abreast in field of expertise and deliver on the expectations from stakeholderso Create environment of teamwork by engaging with staff formally and informally, keeping staff informed and encouraging participation in decision making processes to motivate staff to perform and contribute to the success of the businesso Build capability of self and staff by identifying current and future training and development needs and by recruiting and managing talent to ensure an environment for optimal performance is createdo Identify talent pool through conducting career conversations and utilising the talent grid principles and develop talent retention programmes (e.g.. rotation) to maintain a capable high performing teamo Ensure self and staff understand and embrace the Company’s Vision and Values by leading by example and re-enforcing values during meetings to achieve goals and objectives. o Manage the on boarding process of new employees by ensuring execution of preparations according to the on-boarding check-list, resulting in a pleasant experience on the first dayPerformance Indicators Self and team lived the Company’s values Positive teamwork environment contributed to more effective results All employees had a clear vision, measurable goals and objectives and understood how their performance was viewed, recognised and rewarded  Self and team members had required skill, professional/ technical expertise Team was engaged and motivated in achieving better performance than the previous review period• Managed Transformation and Innovation (5%)o Manage performance of staff by implementing performance agreements, ensuring a clear vision, agreeing on goals and objectives, providing regular feedback on performance, recognising and rewarding achievement and take appropriate corrective action where requiredo Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken in order to improve performanceo Tailor development needs as identified to ensure that business unit stays abreast in field of expertise and deliver on the expectations from stakeholderso Create environment of teamwork by engaging with staff formally and informally, keeping staff informed and encouraging participation in decision making processes to motivate staff to perform and contribute to the success of the businesso Build capability of self and staff by identifying current and future training and development needs and by recruiting and managing talent to ensure an environment for optimal performance is createdo Identify talent pool through conducting career conversations and utilising the talent grid principles and develop talent retention programmes (e.g.. rotation) to maintain a capable high performing teamo Ensure self and staff understand and embrace the Company’s Vision and Values by leading by example and re-enforcing values during meetings to achieve goals and objectiveso Manage the on boarding process of new employees by ensuring execution of preparations according to the on-boarding check-list, resulting in a pleasant experience on the first dayPerformance Indicators Self and Team built a differentiated culture - improved year on yearMet BEE and Charter targets as related to own team  Actively participated with team in corporate citizen initiatives Encouraged innovation, listened and acted upon ideas from team and provided technical / expert contribution Consistently supported the implementation of business optimisation improvement through team engagement Essential Qualifications• Law Degree or applicable B Com Degree or Association of Trust Companies CAIB• Certificate in Financial Planning (CFP)• Association of Trust companies Key Competencies• Estates Administration (Advanced)• Trust Administration (Advanced)• Strategic planning (Intermediate)• Budgeting (Intermediate)• Financial accounting principles (Intermediate)• Performance management and evaluation methods (Advanced)• The Company’s leadership pipelines, performance standards and performance scorecards (Advanced)• The Company’s vision and strategy (Advanced)• The Company’s culture and values (Advanced)• The Company’s policies and procedures (Advanced)• Business administration and management (Intermediate)• Business principles (Intermediate)• Business terms and definitions (Intermediate)• Communication Strategies (Intermediate)• Staff resource planning (Intermediate)• Operations planning (Intermediate)• Employee training/development (Advanced)• Diversity management (Advanced)• The Company’s Human Resources policies and practices (Advanced)• The Company’s systems (Advanced)• Relevant company product knowledge (Advanced)• Relevant regulatory knowledge (Basic)• Governance, Risk and Controls (Intermediate)• The Company’s coaching framework including coaching for growth (Advanced)• Change management (Intermediate)• Principles of project management (Intermediate)• Business writing skills (Intermediate)• Management information and reporting principles, tools and mechanisms (Intermediate)• Service level agreements (Basic)• Consumer behaviour (Basic)• Client service management (Advanced)• Client service principles (Advanced)• Organisational systems (Basic) Minimum Experience• 5 - 10 years relative experience• Trust companies (Banking); Law firm with Estates exposure • Managing a team of people• 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• Communicating job requirements and performance standards to others• Conducting performance feedback meetings• Checking performance data to measure employee performance• Conducting performance appraisal interviews• Enforcing disciplinary actions against employees• Assuming a key leadership role• Recruiting and staffing• Managing business risks Compliance/Legislative requirements• Estates Act and Wills Act Employment Equity• Preference will be given to applicants of designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jun 30, 2017
Permanent
• The successful candidate will be accountable for the delivery of customer journey, focusing on change management and innovation in the servicing area, specifically in the digital channel, with the possibility for this to expand to other areas of the business over time Job Responsibilities • Formulate clear objectives to develop an investor servicing standard for the Company’s investors through various communication channels • Develop and implement strategies to measure investor engagement with the Company in various market conditions, through transactional experience, and the investor life cycle • Benchmark services standards domestically and internationally • Own the elements of the Company’s digital service including the Company’s secure site, member app, forms, client advisor portal etc. • Manage online client service processes and overall client experience • Lead and manage the staff through developing the team leader and succession • Implement investor experience principles to ensure clients are treated fairly • Track client experiences through client feedback channels and expand current client experience system • Resolve escalated client enquiries Experience• At least 4 years mid to senior level experience in Client Experience Management in investment, asset management, retail or telecoms industry • Experience in digital, online and research techniques • Clear evidence of impact in client experience leadership Qualifications • B.Com or equivalent • CFP will be an advantage • RE5 • Afrikaans verbal and written communication skills is an advantage Key Competencies• Passionate about service and innovation of service • Highly motivated self-starter • Relationship building and Interpersonal skills • Excellent verbal and written communication skills • Influencing Ability to influence • Analytical aptitude • Results orientated • Project management skills • Evidence of outstanding client experience track record with the ability to introduce game changing standards Systems knowledge• MS Office Suite• Exposure to research tools or systems Employment Equity• Preference will be given to applicants from designated groups