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    • Current Vacancies at Liberty Group South Africa

    Posted: Jun 28, 2024
    Deadline: Not specified
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  • Lead Specialist: Investment Proposition

    Job Purpose

    • To motivate, inspire and lead the business development team to collaborate with the right financial advisers, both within group and externally, to deliver the revenue needed to meet business case expectations.

    Minimum Experience

    • 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

    Additional Minimum Qualifications

    • CFA and/or CFP will be advantageous.

    Key Responsibilities

    • Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
    • Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
    • Plan to deliver work outputs related to a service or operational area, Manages interdependent functional activities, and directs best-practice priorities, standards and procedures to ensure efficiency within area of specialisation.
    • Develop key collaborative strategies across all sales channels to ensure delivery of expected business case revenue numbers.
    • To lead, coach and develop BDM's to become insightful by providing soft skills and sales technique training and development, small to medium IFA (independent financial adviser) business understanding and supporting ongoing technical knowledge development.
    • To develop data driven strategies and rigorous processes to ensure the right BDM behaviours are embedded and measured.
    • Play a key role on exco in contributing to the overall strategy and direction of the platform business.
    • Partner with key IFAs to help them entrepreneurially grow their business and in turn grow their assets under management on our platform.
    • Communicate effectively and with clarity key messages and data reports with useful and insightful commentary across GIP and group.
    • Be knowledgeable about new digital technology which helps both the GIP platform and financial advisers.
    • Have a clear understanding of operations, proposition and IT and use this in depth knowledge to create and develop great customer experiences for financial advisers.
    • Leverage relationships across the business to deliver group related distribution targets.

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to careers.liberty.co.za to apply

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