Aquarius Recruitment Specialists

6 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Gauteng, South Africa
Nov 23, 2017
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
Nov 23, 2017
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
Nov 23, 2017
Permanent
This is a new role within the business, the requirement for which has evolved through continued growth and development since the business’ inception in 2010. With the business positioned for sustainable growth, this is an opportunity to be an integral part of its development Job Specification • Administrative Support o Developing agendas for client meetings, setting up meetings and recording attendanceo Assisting with document preparation for client meetings o Taking meeting minutes during client meetings, ensuring minutes are formatted and delivered to the Directors on time. o Assisting with managing the Company's filing system o Updating and organising the client database o Assisting with documenting meetings and following up on correspondence and action items o Assisting the Directors with client proposals, reviewing drafts and validating formatting prior to delivery o Liaising with the Directors on all issues pertaining to client investments, correspondence, requirements and communication o Ensuring prompt delivery of client reports and updates o Assisting with all administrative tasks as required to run the business in an efficient and optimal manner o Arranging logistics for meetings when required • Complianceo Monitoring and ensuring all client files are maintained and updated in terms of regulatory requirements (FAIS and FICA) o Liaising with third party Compliance service providers, assisting with reporting and adherence to compliance requirementso Updating and managing client records and files in terms of compliance requirements o Managing and maintaining the integrity and completeness of all documentation and data in client files o Assisting with the preparation for any compliance reports or audits. • Operational Support o Following up and liaising with vendors / asset managers on all deals, transactions and client instructions o Updating client portfolio information for valuation purposes and for monthly/quarterly reporting o Requesting and acquiring all source documentation relevant for client reporting o Documenting all correspondence and dealings with clients and communicating with the Directors o Investigating / making enquiries on new products / third party offerings requested by the Directorate in response to Client interest o Liaising with other ops team members to ensure reports, presentations and other ad hoc deliverables are completed • Client Liaison o Interacting with clients telephonically, via correspondence or assisting the Directors in client meetings o Dealing with sensitive and confidential information o Handling administration of clients’ requests for changes in their portfolios such as redemptions and switcheso Drafting implementation instructions for client signoff and reporting on status of transactions o Monitoring, managing and reporting on any transitions that might occur within clients’ portfolios Key Competencies and Skills • Excellent organisational skills • Excellent attention to detail • Ability to create and manage logical and efficient workflows and operational systems • Excellent communication skills • Proficient in Microsoft Office • Experience in Financial Services and in particular with FAIS
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Nov 02, 2017
Permanent
Assist the head of the department to manage the department as well as getting involved with various ongoing projects within the business Provide training to staff where a need is identified Perform research in developments within the industry and disseminate the information to the department Identify improvements to processes and controls to improve efficiencies and to manage risk Monitor clients and processes to ensure we meet service standards Identify and investigate anomalies Identify projects to be completed within the business and manage or perform these as required Assist with development and testing of system development and changes Interact with other areas within the Employee Benefits departments Build relationships between departments in the Company’s Group   Qualifications Recently qualified CA(SA) Past experience in employee benefits administration or audits of retirement funds Good understanding of control processes and the management of risk Strong working knowledge of MS Office (MSWord, Excel, Powerpoint) Experience with the SARS e-filing and E@syfile applications will be beneficial   Key Competencies Good inter-personal skills Ability to work individually as well as in a team Ability to research a problem and identify the best course of action Good analytical/ problem-solving skills Proactive individual, who is willing take responsibility and accountability for allocated tasks Great at aligning performance for success Not afraid of taking ownership
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 31, 2017
Permanent
• 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 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• 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. Qualifications• Essential Qualificationso Matric / Grade 12 / National Senior Certificate o Advanced Diplomas/National 1st Degrees • Preferred Qualificationso Chartered Financial Analyst (CFA) / Master of Business Administration (MBA) / M. Com (Finance specialisation) Experience• 3 - 10 years in a similar environment Industry Exposure• Conducting root cause analysis • Working with a group to identify alternative solutions to work situations. • Analysing situations or data that require an in depth evaluation of multiple factors • Interacting with diverse people • Building and maintaining effective relationships with diverse internal and external stakeholders • Developing ways to minimise risks• Analysing and interpreting qualitative and quantitative data • Drafting reports • Interacting with various levels of management • Managing conflict situations • Managing multiple projects• Influencing stakeholders to obtain buy-in for concepts and ideas. • Answering customer questions • Sharing information in different ways to increase stakeholders understanding • Communicating complex information orally • Communicating complex written information• Brainstorming ways of improving a product or situation• Challenging the status quo with a view to improving the environment or peoples understanding • Identifying trends • Checking accuracy of reports and rec • Communicating standards to others• Conducting gap analysis • Conducting a needs analysis • Comparing two or more sets of information • Influencing; coordinating and securing buy-in from internal stakeholders • Preparing and delivering a presentation • Writing business proposals • Providing professional advice/opinion • Using different approaches in new work situations Key Skills and 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 • 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 Johannesburg, Gauteng, South Africa
Oct 26, 2017
Permanent
To provide a high standard of client service to a range of large, sophisticated institutional asset owners which include pension and provident funds, medical aids and trusts• Deliverables will range from day-to-day managing of client expectations, coordinating delivery of various services to clients, continuous monitoring of the client’s portfolio and regular client communication through report-back presentations • As primary client contact take responsibility for ensuring delivery of excellent client service and building/maintaining existing client relationships• Responsible for all client specific administration, including maintaining compliance records, preparing meeting deliverables, • Manage onboarding and implementation processes with new and existing clients, including contracting with clients and their service providers Qualifications and Experience• Investment Science, Quants, Economics, Actuarial experience may be useful but not necessary• Minimum of 3 to 5 years total in the investment / asset management industry • For example: portfolio structuring / asset allocation / portfolio management background Investment advice to Private/Institutional clients• Worked for another consultant / investment manager / stockbroker/ bank• A good understanding of the financial markets and the ability to communicate the latest developments in these• Client centric attitude• Ability to market, network and cross sell solutions• Quantitative ability in terms of performance and risk calculations• Sound and broad technical investment knowledge (ideally from a quants or actuarial background)• Investment Science, Quants, Economics, Actuarial experience maybe useful but not necessary Key Responsibilities and Competencies• As primary client contact take responsibility for ensuring delivery of excellent client service and building/maintaining existing client relationships• Responsible for all client specific administration, including maintaining compliance records, preparing meeting deliverables, completion of time sheets and general maintenance of CRM records• Manage onboarding and implementation processes with new and existing clients, including contracting with clients and their service existing clients, including contracting with clients and their service providers • Manage collation and recording of client documentation on investment strategies, investment manager research, investment policy statements and other ad-hoc documents as may be required by the client • Manage revision and distribution of client reports produced on a regular basis by different specialist teams within the company• Manage collation of presentations for client report back meetings from different specialist teams within the company • Present at client feedback meetings in terms of portfolio performance and risk reports and any other related matters• Strong ethics, integrity, doing the “right” thing for the ultimate beneficiary - the members of pension funds• Have a broad understanding of general investments and more specifically the investment process relating to asset owners ranging from portfolio construction to risk and performance reporting and also including other admin related matters• Excellent project management and administration skills• Excellent communication skills (both written and verbal)• Pro-active approach to managing own and others’ deadlines• Detailed focused• Presentation skills