Specialist: Investment Product at Liberty Group South Africa

Purpose

• To provide specialist actuarial support that enables sound commercial advice through the application of probability & investment theory and related statistical tools and the execution of predefined objectives as per agreed SOP's.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

Additional Minimum Qualifications
Outputs
Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Adhere to identified best practices in providing advice and support from a specialist perspective.
• Determine probabilities and assess risk through the application of mathematical modelling techniques and statistical concepts.
• Translate and communicate complex specialist area information to users in a practical and usable format to enhance business utility.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Make recommendations to existing products based on market needs, product performance and competitor analysis to increase sales volume and profitability.
• Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
• Collate data related to customer and market requirements and analyse to provide information to inform optimal product solution development.
• Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
• 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.
Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

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

Learning and Growth

• Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

• Liberty Values
• Technical Competencies
• Research and Information Gathering (Basic)
• Quantitative Skills (Intermediate)
• Modelling (Basic)
• Statistical and Mathematical Analysis (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Basic)
• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Basic)