PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
Read more about this company
Management of client service team leaders and broader team while supporting the wealth business
Active management of team service levels and maintaining daily targets
Provide and oversee support to PSG Wealth clients and advisers on client queries, new business support and operational matters
Capacity management of client service teams, ensure that there is adequate capacity to meet service levels
Provide and oversee that operational daily team controls are conducted
Serve as the key point of escalation and ensure that client needs are met while maintaining the highest standards of service quality
Help support sales initiatives and create control functions to support processes
Key support of the Wealth client services Target Operating Model (TOM) and service operations
Steer the team to provide technical input as well as manage business testing
Assist with resolving complex customer issues timely and provide effective solutions
People
Performance management of team leader to achieve team targets
Ensure that client service team are multi-skilled for funds and securities servicing and platform operations
Effective management of training plans and ensure that indirect and direct reports are trained adequately at all times
Execution of the Human Resource development management strategy to build depth in the team and improve staff retention
Ensure compliance and regulatory mandatory training is completed
Performance management of team leader to achieve targeted KPI scores
Encourage and drive a culture of excellent client experience through collaboration, supportive challenge and teamwork
Governance
Perform, monitor and review business unit metrics reporting for business requirements in accordance with business reporting structures
Minimize operation risk incidents by adhering to the risk governance framework and implement effective controls
Attend and support requirements for internal and external audits
Participate in change meetings or release weekends to ensure that appropriate understanding, actions, testing and readiness to deliver and implement change
Performance management of team leader to achieve team targets
Minimum requirements:
BCom in Economics/Finance/Financial Management or related
Financial Services experience
Certificate in Financial Planning advantageous
4+ years Leadership/management experience
4+ years LISP platforms experience or similar investment administration environment
In depth knowledge of different types of operational risks, systems and processes
Experience in dealing or building relationships with advisers
Extensive change management experience
Strong understanding of risk/compliance policies and processes for a financial service business
20 Initiatives to Boost Employee EngagementAre you struggling with improving employee engagement at work? This article covers everything from better communication to building a strong workplace culture.
30 Common Interview Mistakes to AvoidThis piece examines 30 of the most common mistakes applicants make at interviews, so you know how to better avoid them.
Gmail
Yahoomail