Latest Jobs at Discovery Limited

Job Purpose

• The fraud risk analyst is responsible for implementing the current and proposed bank’s fraud controls including the monitoring of fraud rule management across the full Bank's suite including card, digital, secured and unsecured lending. The candidate must be able to manage a range of projects in assessing and enhancing fraud prevention and detection. The successful candidate will be required to monitor and report on risk exposures, implement risk management policies and procedures, and make recommendations to senior management on fraud risk management practices. Overall, the fraud risk analyst will be required to minimise the impact of potential fraud and financial crime threats.

Areas of responsibility may include but are not limited to:

• Ensures the appropriate systems, processes and controls are in place to deliver on the anti-fraud strategy.
• Drives the awareness of financial crime control management to build an appropriate anti-fraud risk culture.
• Provides internal and external customers with the appropriate fraud protection, detection and investigation services, policies, controls and training.
• Provide regular reports to senior management and stakeholders on fraud risk exposure, mitigation measures, and emerging risks.
• Assesses and provides advisory to products, channels and processes from a financial crime/fraud control perspective.
• Conduct investigation and root cause analysis for fraud rule management to support customer and Bank.
• Monitor tools to track and report on fraud risk metrics on a day-to-day basis.
• Ensures that fraudulent behaviour on customer accounts, through the various channels, are monitored, analysed and detected.
• Defines and implements strategy to generate appropriate red flags to determine staff involvement.
• Highlights breaches that could impose regulatory sanction.
• Provides independent assurance on the status of fraud risk management across card, digital (EFT), secured and unsecured lending offerings.
• Monitor industry trends and regulatory developments to ensure fraud risk management practices align with industry best practices and regulatory requirements.

Education and Experience

• Minimum 3 years’ experience in risk management.
• Minimum Bachelor degree in Commerce, Risk, Mathematical Science or Accounting.
• 3+ years’ experience in a relevant field such as banking and fraud detection and prevention.
• Retail experience is highly advantageous.
• Expert knowledge gained from experience in Retail, Online and Digital Banking as well as financial crime.
• Sound knowledge of the retail banking industry across all product areas; card, digital, secured and unsecured lending.
• Relevant experience in financial crime and fraud risk management and understanding of financial crime and reputational risk factors posed by customers.
• Knowledge and understanding of IT systems and controls.

Personal Attributes and Skills

• A sound knowledge of the financial / retail banking industry.
• Advanced computer literacy, especially MS Excel.
• Ability to identify fraud risk and translate it into practical business initiatives and prevention strategies.
• Detail conscious.
• Planning and problem solving.
• Identify, analyse and address financial crime and fraud risks appropriately in order to move the business forward.
• Must be able to critically evaluate business information.
• Must be able to work autonomously and within a team.
• Knowledge and understanding of IT systems and controls would be advantageous.
• Fraud rule writing or knowledge would be advantageous.

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Job Purpose

• Discovery Bank has developed a broad range of models supporting its business and decision-making processes. These include its business case evaluation and enterprise valuation model, credit management (customer scoring, loan behaviour models, underwriting, impairment calculations), product pricing (including membership, rewards and Vitality Money), the valuing of exposures, financial instruments and positions, and various risk measurement models (e.g. interest rate risk)
• The Model Risk Analyst is responsible for ensuring the potential loss to the Bank introduced by these models is minimised and is within its risk appetite and tolerance levels.
• Some key risks related to models and algorithms include Improper estimation of parameters, invalid assumptions, poor data quality, inappropriate logic, poor model implementation and documentation.

Key outcomes may include but are not limited to:

• Key driver in the development, roll out and operationalization of the Bank’s Model Risk Management strategy, policy and frameworks; and their continuous enhancement. Successful implementation of these will improve the Bank’s ability to identify models that are not fit for purpose, consider and prioritise model development and enhancements requirements, while ensuring appropriate governance is maintained.
• Custodian of the key aspects of Model Risk: Inventory Management; Risk Assessment, Development, Implementation and Validation; Governance including document control and reporting.
• Provide assurance on the following aspects of robust model development and usage:
• Design (including data quality, traceability and preparation),
• Build (including assumptions, methodology and parameters and the usage of statistical techniques, the fitness of the model),
• Implementation and Documentation
• Usage (ongoing monitoring of the model and analysis of the outcomes)
• Sensitivity reviews, Scenario analysis and Stress Testing
• Embed the appropriates structures and control mechanisms to ensure that the models are able to consistently generate accurate, consistent and predictable results, thereby mitigating the risk of model error.
• Perform and report the results of model validation for new/rebuilt models to the Model Risk Committee and other relevant governance committees for approval.
• Create the model development and documentation standards for business in line with the Model Risk Management Framework.
• Manage the various risks through the model lifecycle.
• Stay abreast of developments in banking model development and prudential reporting practices.
• Conducting research on statistical/modelling techniques, advancements and potential enhancements to existing models.

Work Experience

• Interest in banking model development and validation (preferably retail and treasury). A minimum of 1 year's relevant experience in the South African banking sector would be advantageous.

Education / Qualifications / Accreditations with Professional Body

• Bachelor’s degree in mathematical, statistical or quantitative fields - e.g., financial mathematics, actuarial science, statistics, data science, etc. (or engineering).
• Honours degree is preferred

Technical Skills or Knowledge

• SQL or other data management tools certified/qualified to an advanced level.  Programming using Python/VBA/SAS or similar
• Highly analytical and strong quantitative skills
• Able to cope with the pressure, setbacks and the fluid nature of a start-up business
• Proficient in Microsoft products, particularly PowerPoint, Word, Excel.
• Ability to structure, manipulate and interpret large volumes of data (both structured and unstructured)
• Highly detail-oriented with the ability to shift between strategic and tactical approaches
• High levels of initiative and self-motivation
• Presentation skills, including proposal/recommendations document preparation experience
• Project management abilities

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Key Purpose:

The successful applicant will be responsible for but not limited to the following job functions:

• The successful applicant will be based in Durban. 

Assessing the case in relation to the following:

• Members clinical history
• Members benefit structure
• Clinical Information and coding supplied
• Level of care provided
• Appropriateness of the facility
• Appropriateness of the treating doctor
• Appropriateness of treatment
• Managing the benefit for the member and the risk for the relevant scheme through a thorough process to approve or decline Funding to ensure that the member gets the appropriate level of care
• Discharge planning by providing the member with alternatives to receive treatment (This includes Hospital @ Home, Homecare etc.)

Effective and accurate communication to all stakeholders:

• Case update to the provider
• Funding decisions and benefit confirmation to the members
• Request for additional information from the treating doctor or practice manager
• Engaging with Patient Services Manager and hospital staff
• Handling escalations from Providers and internal stakeholders
• Preparing and presenting complex case to clinical review
• Trend Analysis of inefficiencies and proposals to correct
• Appropriate internal case referrals for clinical management

Operational Targets:

• Attend to patients on daily report
• Review all low acuity admission requests
• Quality of processes

 Education and Experience:

The following requirements are essential:

• Matric
• Must be a Registered Nurse
• Valid SANC Registration
• 3 years Clinical experience in a private hospital setting (ICU, Trauma/Casualty, Medical/General ward preferable)
• 2 years Managed health care experience 
• Microsoft Office (Specifically Excel experience)
• Valid Driver’s License and own transport ( working hours are between 08:30 -17:00 & travel up to 50KM may be required)
• Effective Communication Skills (Verbal & Written)
• Telephone Etiquette
• Active Listening Skills

The following requirements are advantageous:

• 1 – 2 years ICU experience
• Knowledge of DH SOP’s and Process experience (internal only)
• Provider payment arrangements (internal Only)
• Clinical coding knowledge of ICD-10 and/or CCSA

 Personal Attributes or Competency Profile

The Discovery Person

• Values Driven
• Optimistic
• Learns on the Fly
• Resilient
• Instils Trust
• People Savvy
• Drives Results
• Problem Solver
   

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Job Description

• To lead, manage and guide a team of Life, Short - term, Health Conservations and Servicing consultants to reach required targets
• Identifying and implementing sales and retentions opportunities
• Dealing with elevated queries/problems. (email, telephonic and system driven queries).
• Co-ordination of own administration
• Maintaining accurate details and statistics of all queries (email, telephonic and discovery system driven queries)
• Identifying and implementing process improvements
• Implementing compliance policies and procedures
• Daily / weekly / monthly reporting
• To facilitate any necessary course of action to achieve the conservation of business

Key purpose

• To lead, manage and guide a team of Life, Short - term, Health Conservations and Servicing consultants to reach required targets. To facilitate any necessary course of action to achieve the conservation of business

Key Outputs

The successful candidate will be expected, but not limited to perform the following key outputs:

• Leading and managing a team of 12 - 14 Conservations and Servicing consultants
• Performance Management including the setting of KPIs and the measurement thereof
• Coaching and developing the team and identifying talent
• Inspire, motivate and support team
• Drive staff to achieve required targets and maintain / improve set SLAs’
• Conduct QAs’ on agents calls/ queries and identify areas of improvement and implement accordingly
• Ability to work independently and efficiently
• Ability to multi-task and meet allocated daily / weekly / monthly deadlines
• Dealing with elevated queries/problems. (email, telephonic and system driven queries)
• Implement processes and design Standard Operating Procedures
• Identify and implement process improvements
• Compile and distribute daily / weekly / monthly reports in the format required by management
• Ensuring continual communication between management and staff and all other stakeholders
• Relationship building with all internal and external stakeholders to achieve objectives
• Adhere to and enforce internal policies (Discovery Group policies & Legislative policies)
• Assisting with interviews & Role plays
• Availability to work overtime from time to time, which may include weekends

Personal attributes and skills

• Excellent verbal and numeric communication skills
• Quality driven
• People-focused
• Attention to detail
• Strong Interpersonal Skills
• Strong Leadership skills
• Problem solving skills
• Decision making skills
• Stress tolerance
• Creative and innovative
• Excellent time management skills and ability to prioritise time to meet deadlines
• Organizational awareness
• Detail and process orientated
• Self-motivated & optimistic
• Customer centric
• Solution orientated
• Ability to work independently and efficiently
• Team player
• Ability to work within a team and drive team culture

Qualification & Experience

• Grade 12 – essential
• 3 years Conservations/Retentions Team Leader experience – essential
• Proficient in English – essential (writing, reading, speaking)
• Bi-lingual – advantage (writing, reading, speaking)
• Computer literate - MS Office, especially Excel (Intermediate Level) – essential
• Regulatory Exam and FAIS credits required
• NQF 5 credits / Wealth Management - essential
• Completion of the various Classes of Business
• Bachelors degree will be advantageous

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Job Purpose

• The Fraud Operations Team Leader is responsible for leading a team of Fraud Detection Consultants overseeing day to day operations functions across all fraud types from Card, Online,Application, Identity Theft and Account takeovers. The role includes user acceptance testing requirements with the aim of continuously improving and automating processes to ensure aseamless and digital customer experience within Fraud Operations.

Areas of responsibility may include but not limited to

• Manages day to day Fraud operations ensuring operational quality and delivery against SLA’s (internal and external).
• Ensure management of Card Fraud on VRM focusing on alert management to case completion within acceptable TAT`s
• Ensure management of Online Fraud on Actimise on alert management to case completion within acceptable TAT`S
• Ensure management of Application Fraud on SAFPS
• Management of all Fraud disputes and liaise with the Fraud Case Investigators
• Ensures adequate UAT (User Acceptance Testing). Gives input into solution design at inception
• Ensures immediate support is available during system incidents and outages
• Leads the team with ongoing mentoring, coaching and development. Also conducts recruitment and resource planning for the team
• Continuously improves processes and systems to reduce load and improve client experience
• Manages, drives and monitors team performance and incentives
• Conducts Quality Audits on a sample of the team’s recons, cases and bank-initiated exceptioms
• Proactively monitors exception drivers and continuous improvement processes to avoid future occurences (error trending and root cause analysis)
• Networks and builds strong relationships both internally and externally to achieve objectives
• Prepares and compiles monthly reporting
• Ensure IQS objectives are met monthly.
• Responsible for performance management and disciplinary action
• Managing, analysis, running, and execution of operational reports
• Manages all financials aspects relating to the team: Overtime, leave and staff utilisation

Skills

• Analytical
• Fraud, Investigative and Forensics
• Process mapping and improvement
• Customer Focused
• Risk operations
• Detail orientated
• Ability to prioritise
• Deadline driven
• Resilient
• Able to work under pressure
• Stress Management
• Strong project management skills
• Persuasion skills
• Systems testing
• Root cause analysis

Qualifications

• A completed or studying towards a degree (Risk management/BCOM) plus
• Studying towards or completed NQF Level 5 Fraud and Forensics related qualification

Preferred:

• Any relevant Banking, Financial or Business qualification
• Studying towards or completed NQF Level 5 Fraud Management qualification

Work Experience

• At least 2-3 years' leadership experience in Fraud Operations and Risk Management environment
• Experience in leading a team in a financial services environment within Risk Management.
• Experience in leading and managing a team with proven success in the fraud environment.

Special Conditions

• Shift work 24/7
• Overtime may be required

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Key purpose

• To lead the marketing, sponsorship and experiential marketing portfolio for Vitality, delivering integrated brand and member experiences that strengthen engagement, build brand affinity, and support strategic business objectives.
• The role is accountable for developing and executing brand, communications, sponsorship and experiential marketing strategies across Vitality’s flagship properties, including the Vitality Run Series, Team Vitality, running and cycling sponsorships and ambassador programmes, member rewards and experiences, strategic health and wellness activations, and new sponsorship opportunities.
• Key responsibilities include defining and implementing brand and communication strategies, partnering with senior stakeholders to align marketing solutions to business objectives, assessing Discovery Ltd. registration number: 1999/007789/06. Companies in the group are authorised financial services providers. Discovery Group – Talent Acquisition Page 2 of 4 Confidential

Confidential

• and optimising the impact of these strategies across the organisation, and collaborating closely with key partners, ambassadors and event organisers to drive business growth, positive brand sentiment and meaningful member engagement.
• The role works closely with business stakeholders, race organisers, rights holders, agencies, suppliers and partners to maximise sponsorship value, deliver exceptional customer experiences and drive measurable business outcomes.

Important to note:

• This role requires managing multiple projects and events at one time, and this is on-going throughout the year. You also need to be able to manage your own time and be a self-starter. Success requires strong project management skills, attention to detail, resilience, commercial acumen, creativity, work calmy under pressure, and be resilient. The successful candidate has the the ability to thrive in a fast-paced environment while consistently delivering exceptional member and partner experiences.

AREAS OF RESPONSIBILITY MAY INCLUDE BUT NOT LIMITED TO:

• Lead the development and execution of sponsorship, experiential marketing and integrated communications strategies that support Vitality's business objectives, strengthen member engagement and enhance brand value. Translate complex business needs into strategically sound, creative and impactful campaigns, turning strategy into memorable experiences across running, cycling, wellness and member engagement platforms.
• Build and maintain strong relationships with senior stakeholders, race organisers, rights holders, ambassadors, agencies, suppliers and partners to maximise sponsorship value, drive business growth and deliver strategic outcomes. Lead cross-functional collaboration across marketing, legal, finance, operations and customer experience teams to ensure seamless execution.
• Oversee the planning and delivery of large-scale events, activations and member experiences, managing budgets, timelines, suppliers, governance, risk and operational excellence while ensuring alignment with Discovery's brand standards.
• Leverage data, analytics and emerging technologies, including Generative AI tools such as Microsoft Copilot, Adobe Firefly and Adobe Express or similar, to enhance planning, reporting, content creation, campaign performance and executive decision-making. Continuously identify opportunities to improve efficiency, creativity, customer engagement and commercial impact.
• Develop and coach team members, fostering a high-performance culture that encourages innovation, collaboration and professional growth.

Technical skills and knowledge

• Brand and communications strategy
• Digital and social media marketing
• Project management and planning
• Presentation and communication skills
• Sponsorship strategy, rights management and activation
• Experiential marketing and event management
• Stakeholder and partnership management
• Budget management and financial acumen
• Data analytics and reporting
• Supplier management
• Generative AI and AI-assisted productivity tools
• Adobe Express and Adobe Firefly or similar
• Content creation and visual storytelling
• Dashboard development and performance reporting
• Marketing technology and digital engagement platforms

Competencies

• Customer-focused
• Commercially minded
• Problem solver
• Manage and be responsible for budgets
• Influential leader
• Highly organised and able to manage multiple projects simultaneously
• Coach and develop direct reports
• Relationship Builder: Develops and maintains strong, collaborative relationships with internal stakeholders, external partners, and service providers.
• Strategic Thinker: Understands the broader business context and aligns sponsorships and experiential marketing initiatives to organisational objectives.
• Operational Excellence: Delivers projects efficiently, manages multiple priorities, and ensures high standards in execution.
• Creative & Innovative: Brings fresh ideas, encourages creativity, and actively seeks new ways to enhance sponsorship and event impact.
• Detail-Oriented: Pays close attention to logistics, compliance, and risk management, ensuring nothing is overlooked.
• Adaptable & Resilient: Responds positively to change, manages ambiguity, and remains calm under pressure.
• Collaborative: Works effectively across teams, integrates diverse skills, and facilitates cross-functional cooperation.
• Professional & Ethical: Acts with integrity, maintains confidentiality, and upholds Discovery’s values in all interactions.
• Results-Driven: Focuses on measurable outcomes, tracks progress, and strives for continuous improvement.
• Excellent Communicator: Communicates clearly and confidently, both verbally and in writing, with stakeholders at all levels.

EDUCATION AND EXPERIENCE

Qualifications

• Minimum 3-year undergraduate, Marketing degree
• Post graduate qualification in marketing is preferable
• Must have managed at least one person for at least 2 years

Experience

• Minimum 5 years' experience in marketing and communications, sponsorships, experiential marketing.
• Proven experience managing large-scale events, activations and partnerships.
• Strong experience working with rights holders, agencies and external partners.
• Experience managing budgets and delivering measurable commercial outcomes.
• Experience using Generative AI tools and digital content platforms will be advantageous.
• Previous people management experience preferred.
   

A knowledge of the following will need to be developed or will be advantageous:

Sponsorships & Experiential marketing environment in South Africa and internationally
Various marketing and media channels, including digital media
Print and production and merchandising processes (including time lines and costing)
 

Additional advantageous experience

Experience using Microsoft Copilot, Generative AI platforms and AI-enabled productivity tools.
Experience with Adobe Express and Adobe Firefly or similar.
Experience creating executive presentations and visual reports.
Experience implementing AI-assisted marketing workflows.
Demonstrated ability to utilise data analytics and visualisation tools to support decision-making.
Exposure to marketing technology platforms, customer engagement tools and digital content ecosystems.
 

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Job Purpose

• The IBM MQ Technical Support Specialist is responsible for the administration, support, maintenance, and optimisation of the IBM MQ messaging platform. The role ensures the availability, reliability, performance, and security of the IBM MQ environment by monitoring platform health, resolving incidents and problems, implementing changes, and providing technical expertise to support the secure and reliable exchange of messages between business applications and systems.
• The incumbent forms part of a team that provides 24/7 support for the application and system products with a focus on high availability and rapid resolution of incidents. Interfaces with various IT stakeholders and business stakeholders in ensuring comprehensive operational support for the scope of business applications and systems. Builds and maintains a knowledge base of technical support information for the support and maintenance of the environment.

Areas of responsibility may include but are not limited to

Operational Support

• Be part of a team providing 24/7 application support capability for 3rd party and internally developed non-SAP applications e.g., Card Management Systems, Calypso, Actimise AML and Fraud, OpenText, SAS etc. that are used in the execution of the Discovery Bank’s mandate and business. 
• Monitor the application systems’ availability and uptime and report any downtime and feedback to the relevant role players.
• Monitor capacity usage in the applications in scope and provide input to ongoing capacity plans.
• Ensure that application system software is maintained according to OEM specifications.
• Ensure that upgrades to any application system together with the underlying infrastructure are tested and performed in a structured manner in line with the Bank’s change and release processes.
• Interface with IT stakeholders and ensure that the underlying environment is maintained according to the application specifications and requirements through-out their lifecycle.
• Create and maintain documentation related to in scope applications and their supporting systems e.g. installation procedures, operational support documents etc.
• Support and manage any 3rd party interfaces and services.
• Perform root cause analysis, performance tuning and optimisation and other service improvement activities to ensure that the applications operate optimally.
• Log, respond and action incidents in accordance with incident and problem management procedures.
• Communicate critical alerts, statuses and issues to management and perform actions to resolve.

Education and Experience

• A 3-year National Diploma or Bachelor's Degree in Information Technology, Computer Science, or a related field.
• A minimum of 6 years' experience in IBM MQ platform administration, technical support, or a related middleware support role.
• Proven experience supporting IBM MQ messaging infrastructure, including installation, configuration, administration, monitoring, troubleshooting, and performance tuning.
• Experience supporting integration technologies and enterprise messaging solutions in a complex corporate environment.
• Experience in technical support, incident management, problem management, and change implementation within enterprise IT environments.
• Previous experience in the banking or financial services industry will be an advantage.

Technical Skills or Knowledge

• Strong knowledge of IBM MQ administration, configuration, monitoring, troubleshooting, performance tuning, and security.
• Experience supporting enterprise IBM MQ messaging platforms in high-availability and mission-critical environments.
• Sound understanding of message queuing concepts, publish/subscribe messaging, channels, listeners, queue managers, clusters, and client connectivity.
• Knowledge of IBM MQ security, including SSL/TLS, channel authentication (CHLAUTH), object authorities, and user authentication.
• Experience with IBM MQ installation, upgrades, patching, backup, recovery, and disaster recovery processes.
• Knowledge of ITIL processes and service management best practices.
• Working knowledge of application server technologies such as JBoss, Apache Tomcat, and Open Liberty.

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About the role

• The Senior Marketing Manager role is for the Discovery Health brand, with a key focus on its Africa (excluding South Africa) business under the Global Health Solutions division, which offers Health Insurance, Healthcare administration services and Vitality products for the African market, and beyond.
• Its health insurance and healthcare administration offering leverages the best of Discovery’s experience in designing and managing shared-value health insurance across the globe to make employees healthier and enhance and protect their lives.

Key Purpose

To lead the development and implementation of integrated marketing, brand and communication strategies that support business growth, strengthen brand equity and deliver measurable commercial outcomes:

• Driving and defining the implementation of brand and communication strategy and solutions.
• Interfacing with senior business people to define and co-ordinate brand or communication strategy.
• Understanding the impact of that strategy across business.

Areas of responsibility may include, but are not limited to:

• Unpack complex business needs and provide creative solutions that consider all relevant stakeholders.
• Create integrated solutions that are consistent across brands, businesses and customer segments.
• Ensure that solutions are in line with the Discovery marketing model.
• Develop people through coaching (as required)
• Manage a budget
• Build and maintain relationships with key business people, both at a strategic and operational level
• Analyse marketing performance and customer insights to optimise campaigns and improve business outcomes.
• Identify opportunities and bring new ideas and solutions to the business.
• Conduct feasibility assessments and evaluate new approaches.
• Measure impact, identify improvement opportunities and implement corrective action.
• Respond effectively to business needs and changing priorities.

Competencies
Knowledge

• Strong understanding of healthcare, health insurance, financial services, employee benefits or other regulated commercial environments.
• Understanding of African (excluding South Africa) market dynamics, including varied customer, employer, broker, partner and stakeholder contexts.
• Strong customer and market understanding, including customer needs, behaviours, market context, category dynamics, competitors and collaborators.
• Commercial marketing understanding, including how marketing supports business growth, customer engagement, retention, acquisition, profitability and value creation.
• Understanding of brand positioning, value propositions, brand messaging and brand experience across customer and stakeholder touchpoints.
• Knowledge of campaign development, CRM, lifecycle marketing, channel management and performance measurement across digital, intermediary, employer, partner and direct channels.
• Working knowledge of insight, research and data interpretation to support marketing decisions and improve performance.

Skills

• Translate complex healthcare, insurance and business information into clear, audience-appropriate communication.
• Develop clear and compelling narratives for senior stakeholders, partners, clients, brokers, employers and customer audiences.
• Develop integrated marketing, brand and communication strategies that connect business objectives, customer needs and channel execution.
• Define clear objectives and measures, make intentional trade-offs and link business and brand strategy to marketing actions.
• Lead campaign development from brief to delivery, including creative development, content planning, stakeholder input, approvals, channel adaptation and measurement.
• Use insight, performance data and market feedback to optimise campaigns and improve outcomes.
• Lead cross-functional stakeholder alignment by building trust, navigating complexity, managing trade-offs and pre-aligning decisions.
• Manage agency and partner relationships effectively, including clear briefs, constructive feedback, scope management and accountability for quality output.
• Apply strong execution discipline, including timeline management, ownership, attention to detail, governance and approval management.
• Apply a sense-test-learn approach to improve marketing effectiveness over time.

Attributes

• Purpose and values-led, with commitment to Discovery’s Core Purpose and Values in decisions and interactions.
• People-centred, with a focus on building strong teams, developing people and bringing out the best in others.
• Performance-oriented with humility, setting high standards while treating people with dignity, care and respect.
• Innovative and prudent, with optimism, curiosity and a bias toward better solutions.
• Bold, action-oriented and committed to excellence in execution.
• Owner-minded, with strong business case thinking, responsible budget management and care for Discovery’s reputation.
• Clear and inspiring communicator, able to simplify complex and intangible topics for different audiences.
• Constructive challenger, open to rigorous debate, reasoned decision-making and alignment once decisions are made.
• Ethical and values-led, committed to doing the right thing, especially when decisions are complex.

Education and Experience

Qualifications

• Minimum 3-year undergraduate
• Post graduate qualification in marketing is preferable
• Relevant industry qualification
• Minimum of 7 years’ experience in Marketing or Communication
• Experience in healthcare, health insurance, financial services, employee benefits or related regulated industries. Experience across African markets (excluding South Africa) and B2B healthcare marketing will be advantageous.
   

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Key Purpose

• The Investment Specialist is responsible for driving investment growth, product positioning and franchise enablement through deep investment and product expertise, structured support and targeted training. Operating within the Discovery Invest technical marketing team, the role provides high-impact specialist support to franchises, Business Consultants (BCs), Independent Financial Advisers (IFAs) and tied advisers, with a specific focus on the activation and enablement of new IFAs to confidently position and sell Discovery Invest solutions. The role identifies growth opportunities and drives adviser understanding, positioning and adoption of Discovery Invest products.
• This role bridges strategy and execution by combining technical investment knowledge, training, commercial insight and relationship management to activate new advisers, build sustainable assets under management, and improve client investment outcomes.

Responsibilities

 IFA Activation & Growth

• Proactively activate new IFAs to support Discovery Invest.
• Identify and address barriers to entry, including product understanding and positioning through tailored specialist support
• Partner with BCs and relationship managers to identify dormant or low-activity IFAs and implement structured reactivation plans
• Leverage expertise in Discovery Invest products, funds and the broader Discovery ecosystem to support IFAs with appropriate product and fund selection, positioning, client conversations, and effective use of Discovery’s integrated ecosystem and value proposition.
• Track and monitor IFA activation progress, identifying opportunities to deepen engagement and increase investment flow

Opportunity Identification & Analysis

• Identify new business and growth opportunities across franchises in collaboration with relationship managers.
• Conduct book and quote system analysis to identify trends, gaps and activation opportunities.
• Support low-activity IFAs and tied advisers with targeted Discovery Invest engagement strategies.
• Provide structured insights and feedback to technical marketing and relationship management teams based on adviser feedback, behaviour and onboarding experience.

Adviser & Franchise Enablement

• Provide specialist investment support and insights across products, funds and platforms to BCs, tied agents and IFAs.
• Enable BCs and advisers to confidently position Discovery Invest solutions through structured guidance and insights.
• Support consistent investment engagement across franchises through regular collaboration and interaction.
• Deliver differentiated, high-touch support to priority advisers and key franchise relationships.
• Partner with distribution teams to align investment activity with broader business and growth objectives.

Product & Fund Positioning

• Support the rollout of new Discovery Invest products and funds.
• Develop and deliver simple, repeatable Discovery Invest positioning frameworks for BCs and advisers.
• Support targeted investment campaigns with franchises aimed at driving adviser activation and new product/fund adoption.
• Deliver quarterly investment and fund overviews to BCs, key brokers and IFAs.

Training & Capability Development

• Design and deliver structured investment training aligned to Discovery Invest technical marketing strategy and product priorities
• Build and strengthen investment capability across the distribution network, including Business Consultants (BCs), Agents, IFAs and Franchise Directors
• Lead onboarding and activation-focused training for new IFAs to enable confidence, competence and early Discovery Invest conversion
• Deliver targeted investment education to address knowledge gaps, under-penetrated product lines and evolving market or product developments
• Enable the effective adoption of new Discovery Invest products through clear technical training, practical application guidance and consistent messaging

Education and Experience

Required:

• Relevant tertiary qualification or equivalent NQF
• Strong investment knowledge and technical understanding
• Solid client-facing experience
• Strong presentation and communication skills
• Proficient in MS Excel
• Sound understanding of the investment landscape, including:
• Investment funds and products
• Performance analysis
• Portfolio construction
• LISP platforms
• 5–10 years’ relevant experience

Key Competencies

• Self-starter with the ability to take initiative and drive projects to completion with guidance
• Strong prioritisation and time management skills
• Analytical mindset with the ability to apply expertise and technology effectively
• Resilient and adaptable, able to operate in a fast-paced environment
• Strong interpersonal skills and ability to work effectively with diverse stakeholders

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Key Purpose of the role

• This Learnership leads to a nationally recognised FETC: Long Term Insurance NQF Level 4 qualification; which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. This programme is strictly for individuals living with a disability.

Areas of responsibility may include but not limited to

Long Term Insurance – Discovery Health:

• Call Centre: Medical Aid client servicing, claims, new business and health benefits administration

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.

Education and Experience

• Grade 12 is essential.
• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60% )
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary qualification (advantage)

Specific Requirements:

• Must be living with a disability
• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 25 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook