Aquarius Recruitment Specialists

8 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Durban, KwaZulu-Natal, South Africa
Feb 02, 2018
Permanent
Role SummaryTo deliver sales teams 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. QualificationsEssential Qualifications - NQF Level • Matric / Grade 12 / National Senior Certificate Preferred Qualification • Relevant Bachelor Degree or Diploma. ExperienceMinimum 5 years selling to financial advisers• 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 Key Competencies • Budgeting • Business administration and management • Business principles • Business terms and definitions • Change management • Client service management • Client service principles • Communication Strategies • Diversity management • Employee training/development • Financial Accounting Principles • Governance, Risk and Controls • Operations planning • Organisational systems • Principles of project management • Relevant regulatory knowledge • Staff resource planning • Strategic planning • Business writing skills • Management information and reporting principles, tools and mechanisms 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
Feb 01, 2018
Permanent
The successful candidate will be responsible to ensure multiple simultaneous projects are managed and delivered to achieve the desired outcomes through collaboration and co-ordination with internal and external stakeholders Job Responsibilities • To plan, manage and co-ordinate a program of multiple business related projects and achieve goals and objectives as set for successful delivery and implementation • Enable project delivery through implementing systems and processes for effective project management • Implement quality systems and metrics for measuring project success • Ensure that all project governance principles are adhered to and is aligned with project methodologies and processes • Develop and manage effective working relationships with stakeholders across the business and externally, driving effective stakeholder engagements and a project service culture • Manage projects and resource allocation from concept through business case development to implementation • Manage and report on various projects through tracking project progress and reporting and project scoping and planning. This requires project management of individual projects simultaneously and reporting in the form of consolidated project artefacts • Lead cross functional project teams to ensure effective completion • Analyze trends and data to provide accurate business intelligence to projects sponsors and business stakeholders • Manage all stakeholder expectations and queries with proactive, and appropriate solutions within agreed timelines • Manage target and budget goals for the projects, whilst ensuring effective control of costs • Develop and implement business projects for process enhancements and new processes and products within a Business Unit. Quantify benefits. Implement process metrics for measuring efficiency of all key business processes. • Provide a framework to ensure that projects are planned and implemented to maximise benefit delivery and limit project and business risks, as well as scope Experience• Minimum of 3 years’ experience in a Unit Trust Management Company, Linked Investment Service Provider (LISP) and/or asset management environment with the ability to act as Subject Matter Expert relating to deliverables within this environment • At least 3 years project management experience with management and delivery of multiple business related projects Qualifications• Relevant Bachelor's degree • Accredited project manager qualification - PMP or Prince certification or Programme Management certification (PGMP) • Post Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous Key Competencies• Meticulous • Planning and organising • Problem solving skills • Decision making • Client focused with ability to build and maintain client relationships • Proactive and able to use initiative • Self-starter • Highly organized and efficient • Team player • Excellent communication and interpersonal skills • Ability to lead others Systems knowledge• Proficient in MS Office Suite, with intermediate or advanced MS Project skills Employment Equity• Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jan 31, 2018
Permanent
To co-ordinate and deliver the end-to-end learning process, including designing, and facilitating learning interventions in partnership with management, HR and identified stakeholders. To align and integrate all learning interventions to business and talent requirements Job Specification• Engage with key individuals to identify learning objectives and requirements as aligned with the business culture and objectives • Develop learning programs to meet learning objectives • Identify learning needs and propose solutions to address learning gaps • Design and administer assessments to evaluate learning and knowledge acquired • Provide formal learning (technical and soft skills training) to new and current employees • Conduct regulatory and technical training in line with industry changes and/or requirements • Provide technical support and guidance to employees as required in assisting with queries and practical support i.e. knowledge sharing, on the job learning • Compile and update learning material, in conjunction with key stakeholder’s to ensure learning content is accurate and relevant • Conduct on-going training needs analysis to determine development areas and provide recommendations for performance management and personal development plans • Maintain knowledge of learning and development technology and tools as well as regulatory amendments and industry best practices • Co-ordinate year planner to manage learning requirements from business • Compile reports on learning interventions including analysis of data and provide feedback to senior management • Assist with regulatory reporting requirements Experience• Minimum of 3 years’ experience in a learning & development or facilitator role within Collective Schemes/ Asset Management/Financial Services industry • Experience with learning and development methodologies • Knowledge and understanding of the Financial Services industry and related legislation, i.e. FICA, FAIS, RDR, TCF Qualifications • Relevant tertiary qualification • Education and Training Development Practitioner certificate/diploma i.e. OD ETDP or similar • Certified Assessor and Moderator – an advantage Key Competencies• Strong organizational and planning skills • Excellent verbal and written communication skills • Presentation and facilitation skills • Independence and accountability • Exceptional relationship building skills • Performance and results driven • Collaborative and cooperative • Resilience • Business Acumen • Passion for development of people • Knowledge of Adult Learning processes and practices Systems knowledge• Proficient in MS Office suite • Adult learning principles and methodologies Employment Equity• Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jan 30, 2018
Permanent
Develop, implement and monitor the investment offering for the company in line with the company’s strategy Job Description• Conduct asset manager research and selection to ensure that the company has 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 reviewing the company’s 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 • Chartered Financial Analyst (CFA) / Master of Business Administration (MBA) / M. Com (Finance specialisation) Experience• 5 - 10 years in a similar environment. Key Competencies • 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 • Aligning Performance for Success • Building Partnerships • Customer Focus • Strategic Decision Making • Driving for Results • High-Impact Communication • Inspiring Others Employment Equity• Preference will be given to candidates from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jan 24, 2018
Permanent
We are looking for an experienced business development executive/advisor consultant with great client engagement and interpersonal skills to join its dynamic team. As a business development executive you will be accustomed to developing and maintaining effective business relationships with advisors and delivering a proactive service that enhances the image of the company and contributes to the growth and profitability of the Retail business unit Key Duties and Responsibilities• Developing and maintaining strong working relationships with advisors• Following up on advisor requests and queries in a timely manner and ensuring service standards are met• Presenting to advisors the benefits of the Company’s offering• Finding and exploiting new business opportunities• Liaising with internal departments to ensure that excellent customer service standards can be met• Keeping up to date with competitor products and service offerings• Participating in proactive sales and marketing initiatives Qualifications• B.Com or any other completed university degree• Minimum of 2 years’ experience working within a business development/sales role within financial services; advisor consulting experience in an investment company or insurance house would be ideal• RE5• Ability to work in a team• Computer literacy Key Competencies• Excellent communicator and listener with a good command of English/Afrikaans• Customer service mindset• Able to interact with clients effectively• Good organisational skills• Energetic with a positive and friendly attitude• Professional and presentable• Experienced negotiator
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jan 24, 2018
Permanent
• As an Analyst you will work as part of the Retirement and Investments team in the company’s Cape Town office on a wide variety of complex projects• You will serve as a key resource for the consultant in charge of each of your engagements by performing many intricate aspects of the client work. As you grow and gain more expertise, you will have the opportunity to become a key contact for the client, which will include attending meetings and presenting work• This role would be suitable for an actuarial or non-actuarial candidate with suitable financial/investment experience Key Responsibilities• Contributing to the team’s activities across a portfolio of actuarial consulting clients involving all aspects of advice (predominantly on asset side with potential for liability aspects) • Perform actuarial valuations of pension, provident and benefit funds. These funds may be defined benefit or defined contribution in nature • Quarterly and monthly investment reports for various clients • Investment strategy reviews for clients • Perform valuations of client company liabilities (such as post-retirement medical aid schemes, share options, etc.) in terms of relevant legislation or guidance notes • Calculation of member monthly return allocations (unitisations)• Manager performance fee calculations and verification • Automating various client reporting processes, updating and maintaining processes as required, documenting processes • Asset allocation rebalancing, preparing investment instructions • Complete work in accordance with Government regulations surrounding pension plans • Seek and participate in key learning and development opportunities/maintain steady progress through exams (if actuarial or CFA) • Prepare the first draft of deliverables for review by the consultant • Calculation of member reserve values on both individual and group bases• Valuation and collateral monitoring of Liability Driven Investments • Assisting other consultants with any relevant investment consulting issues• Liaise effectively with colleagues and clients regarding data collection, analyses, and project execution • In addition, there will be scope to get involved with project work relating to various aspects of employee benefit consulting, e.g. on the conversion of retirement funds to defined contribution, cost impacts of company actions like restructuring, and benefit comparisons Key Competencies • Excellent oral and written communication skills • Ability to communicate effectively with colleagues at all levels • Ability to respond to all communications effectively and in a timely manner • Ability to work both independently and on client teams and enjoy a fast-paced environment • Ability to juggle several different projects concurrently and deliver on all of them • Advance experience with MS Excel and MS Word • Conscientious and detail focused individual Qualifications• Bachelors Degree required with actuarial specialisation Experience• Ideally at least 3 years investment/financial experience, although strong candidates with less experience
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Jan 24, 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, Western Cape, South Africa
Jan 24, 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 Specification• Oversee the day-to-day management of staff and develops/maintains individual and team metrics• Plans, allocates and measures individual employee’s work and makes decisions regarding performance appraisals, recognition and development• Review and validate performance data used by various stakeholders• Troubleshoot 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 practice• Take overall responsibility of correctness and timeous distribution of internal and external reports• Drive improvement of reporting structures as internal and external requirements develop• Responsible for researching and resolving any database discrepancies• Manage and take ownership of data to enrich reporting data warehouse and ensure optimum efficiency• Maintenance 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 relevant• Ensure 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 degree• CIPM qualification is preferred Experience• Minimum 4 years prior work experience in a similar role within the asset management environment is essential• In-depth knowledge of portfolio instruments in collective investment schemes and their appropriate classification• Spreadsheet and reporting experience essential• A quantitative degree and investment focus will be an advantage• Previous management experience Key Competencies• Attention to detail and high level of accuracy• Ability to work independently • Accountability and responsibility for accuracy of work• Self-starter, take initiative and be proactive• Diligence and numeracy ability• Analytical and problem solving skills• Time management and organizational skills• Ability to meet deadlines • Passionate, ambitious and energetic Systems knowledge• In depth knowledge of Microsoft Office incl. Excel & PowerPoint• Working knowledge of Inet & Morningstar preferred & basic programming language Employment Equity• Preference will be given to candidate from designated groups