Specialist: Investment Consultant at Liberty Group South Africa

Purpose

• Cultivates a panel of Independent wealth managers (IWMs) through marketing, exceptional service delivery and product knowledge. Generate new platform business for INN8 and grow INN8s market share.

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

Key Responsibilities

• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.
• Continual assessment of the industry trends and wealth manager needs with the aim to identify new trends and developments
• Collect and record data on HNW IFA’s within your panel to ensure the business can make data driven, client centric decisions.
• Development and successful execution of regional business plan and distribution strategy.
• Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets customer needs. Take personal accountability for delivery.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
• To attract quality and profitable new business from HNW IFA’s to the INN8 platform.
• Collect and record data on IFA’s within your panel to ensure the business can make data driven, client centric decisions.
• Development of internal and external relationships to help drive sales through the INN8 platform.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
• Support other team members within and external to CAE to help drive sales through the INN8 platform.