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  • Posted: Jan 20, 2025
    Deadline: Not specified
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    At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
    Read more about this company

     

    Specialist: Service & Advisor Support

    Purpose

    • This role is accountable for ensuring client value by leveraging our research support portfolio to maintain renewal revenue and maximize customer retention across all of our clients.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Higher Certificates and Advanced National (Vocational) Certificates [Level TBA: Pre-2009 was L4] in Office Administration

    Additional Minimum Qualifications

    Outputs

    Process

    • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
    • Provide advice and support to find solutions to difficult customer complaints in order to achieve and maintain set customer service excellence standards.
    • Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
    • Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
    • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
    • Proactively identify problems, apply known solutions and escalate more difficult problems.
    • Plan for task execution and adjust priorities against an established plan.

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    Specialist: Sales Coach (Umhlanga, KZN)

    Purpose

    • To provide specialist advice and support relating to sales coaching, in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed SOPs.

    Minimum Experience

    • 3 - 5 years experience in a similar environment

    FAIS Requirements

    • FAIS Recognized Qualification 
    • RE05

    Minimum Qualifications

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

    Outputs

    Process

    • Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
    • Assist and support the seamless integration and implementation of effective HR processes, programs and practices into daily operations.
    • Collate and gather information to identify business issues and opportunities to improve current operations.
    • Analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
    • Execute training and development plans and initiatives in alignment with organisational requirements and in support of the overall L&D strategy.
    • 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.

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    Manager: SIAM Finance & Value Management

    Purpose

    • Standard Bank Investments and Asset Management (“SIAM”) is a business unit within the Insurance and Asset Management (“IAM”) Business Line in Standard Bank. SIAM consists of various businesses within the Group, including STANLIB, Liberty Investments, LibFin, Melville Douglas, Group Investment Platform (INN8 and STANLIB LISP), across various geographies including South Africa, Jersey and Nigeria.
    • The Finance and Value Management Office (“FVMO”) is a small team with a diverse skill set, including a CA, CFA, Actuaries and a data scientist. The team is headed up by the Chief Specialist: SIAM Value Management, who reports into the SIAM Finance and Value Management Officer (SIAM CFO).
    • The main purpose of the SIAM FVMO team is accountability for the commercial outcomes of SIAM. This stretches across a range responsibilities, including Financial reporting, Value management and financial metric reporting, Production of Management information to enable decision making, strategic forecasting and supporting / driving various commercial projects across the value chain.
    • We are looking for a dynamic Finance Manager to join our team and bring their unique skill set to complement and enhance the overall team capability. The successful individual will own the production and delivery of all the financial reporting and related MI processes within the SIAM team. This includes building strong relationships with the CFO’s and Heads of Finance of all the business units in SIAM, and integrating / consolidating the individual business results into a well-articulated SIAM commercial story. The individual will also contribute and support various commercial projects.
    • The role will report into the Chief Specialist: SIAM Value Management.

    Minimum Experience

    • 5 - 8 years experience in a similar environment

    Minimum Qualifications

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

    Additional Minimum Qualifications

    • Candidates must be a qualified Chartered Accountant (SA) or hold a CIMA designation

    Process

    • Ensure Quality and Compliance: Accountable for maintaining the quality, service, and outputs of the work area, ensuring strict adherence to established policies, procedures, and standards.
    • Problem Solving and Solution Implementation: Proactively identify operational issues, analyze cause and effect, and select the most effective solutions based on experience and contextual understanding.
    • Work Planning and Organization: Plan and organize multiple team activities, assigning priorities within a defined framework while considering specific situational contexts.
    • Monthly Financial Reporting: Oversee the production of the monthly SIAM financial position, including sourcing explanations for key movements in preparation for Flash reporting.
    • Financial Management Information: Produce SIAM Financial Management information, detailing headline earnings, RoE, costs, revenue, NCCF, and other key financial metrics.
    • Financial Analysis and Projections: Analyze financial data and trends to forecast future revenues and expenses accurately.
    • Reconciliation and Accuracy: Ensure accurate reconciliation of the SIAM financial position with underlying business records and group finance.
    • Strategic Forecasting and Budgeting: Prepare strategic forecasts and budgets, monitoring performance against actual outcomes.
    • Ad-Hoc Reporting and Analysis: Produce ad-hoc management information, conducting deep-dives into relevant business areas as needed.
    • Process Improvement: Implement ongoing improvements to financial reporting processes, accommodating changes in stakeholder requirements and facilitating semi-automation.
    • Project Support and Execution: Provide support for and execution of finance-related projects within the team.

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    Specialist: Commissions Product Owner

    About the role

    • To define stories and prioritize the team backlog to streamline the execution of program priorities while maintaining the conceptual and technical integrity of the features or components for the team.

    Minimum Qualifications and Experience

    • Bachelor's Degree or Equivalent
    • Scaled Agile Framework (Leading SAFe, SAFe Product Owner/Product Manager (POPM)
    • Entry level BA certification
    • 2-3 years experience in a similar environment

    Key Responsibilities

    • Collect information and associated documentation required to effectively process transactions.
    • Type, edit and generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
    • Plan for, administer and process project management related tasks and activities effectively and efficiently in alignment with performance objectives.
    • Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
    • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
    • Collect information for project tracking and status reporting according to defined project reporting standards.
    • 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.
    • Plan for task execution and adjust priorities against an established plan.
    • Manage and monitor the implementation of the Agile capability activities and processes in order to deliver on approved operational plans in an effective and efficient manner.
    • Proactively identify problems, apply known solutions and escalate more difficult problems, and continuously recommending improvements.
    • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.

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    Specialist: Learning & Development

    Purpose

    • To provide specialist advise & support related to learning and development to ensure the enhancement of knowledge & skills, through the execution of predefined objectives as per agreed SOPs.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in People/Human Centred Development

    Additional Minimum Qualifications

    Outputs

    Process

    • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
    • Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
    • Adhere to identified best practices in providing advice and support from a specialist perspective.
    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Develop and design appropriate assessment tools to effectively measure the transference of knowledge.
    • Execute training and development plans and initiatives in alignment with organisational requirements and in support of the overall L&D strategy.
    • 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.

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    Snr Specialist: IT Systems Developer (Cloud Data Engineer)

    Purpose

    • To build and manage AWS data pipelines to ensure systems are scalable, reliable, and optimized for analytics, machine learning, and various business needs.

    Key Responsibilities

    • Design and implement large scale enterprise data solutions by using a combination of the of the following technologies – AWS Glue, AWS Step-functions, AWS RedShift, AWS Lambda, AWS Athena, AWS Lakeformation, Spark, Python.
    • Analyze, re-architect and re-platform on-premise data warehouses to data platforms on AWS cloud using AWS and 3rd party services.
    • Design and build production data pipelines from ingestion to integration within a big data architecture, using PySpark, Python and SQL.
    • Design, implement and support an analytical data infrastructure providing ad-hoc access to large datasets and computing power.
    • Interface with other technology teams to extract, transform, and load data from a wide variety of data sources using SQL and AWS big data technologies.
    • Continual research of the latest big data and visualization technologies to provide new capabilities and increase efficiency.
    • Collaborate with other tech teams to implement advanced analytics algorithms that exploit our rich datasets for statistical analysis, prediction, clustering and machine learning.
    • Help continually improve ongoing reporting and analysis processes, automating or simplifying self-service support for customers.

    Minimum Experience

    • Advanced Data Engineering knowledge and experience working with modern data practices.
    • Experience building/operating highly available, distributed systems of data extraction, ingestion, and processing of large data sets.
    • Experience working with distributed systems as it pertains to data storage and computing.
    • Experience performing root cause analysis on internal and external data and processes to answer specific business questions and identify opportunities for improvement.
    • Strong analytic skills related to working with unstructured datasets.
    • Build processes supporting data transformation, data structures, meta data, dependency, and workload management.

    Additional Minimum Experience

    • Proficiency in SQL with expertise in writing and optimizing complex queries.            
    • A successful history of manipulating, processing and extracting value from large, disconnected data sets.
    • Experience supporting and working with cross-functional teams in a dynamic environment.
    • Experience in a Data Engineering roles.
    • Experience with the following is a must: AWS Glue, PySpark, SQL
    • Experience with data pipeline and workflow management tools like AWS StepFunctions and Control-M would be beneficial but not required.
    • Experience with AWS cloud services: EC2, EMR, RDS, DynamoDB would be beneficial but not required.

    Minimum Qualifications

    • Bachelor's Degree in Computer Science, Information Technology, or other relevant fields.
    • Has experience in any of the following AWS Athena, AWS Glue, Pyspark, AWS DynamoDB, AWS Redshift, AWS Lambda and AWS Step Functions.
    • Proficient in SQL, Python and PySpark
    • Proficient in utilizing a cloud platform and services
    • Knowledge of software engineering best practices across the development lifecycle, including agile methodologies, coding standards, code reviews, source management, build processes, testing, devops and operations.

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    Specialist: Broker Consultant

    Purpose

    • To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

    Additional Minimum Qualifications

    Key Responsibilities

    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
    • Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
    • Ensures that underwriting practice and rules are fully understood and appreciated.
    • Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
    • 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.

    go to method of application »

    Chief Financial Officer/ Finance Value Management Officer- SBG Investment and Asset Management

    Purpose

    • Accountable for leading the Finance and Value Management (FVM) function for the SBG Investment and Asset Management (SIAM) Business Line. Develops and executes the Finance and Value Management strategy and alignment to the SIAM Business Line; provision, oversight and sign off on financial statements.

    Minimum Experience

    • 10+ years experience in a similar environment, of which 3 - 5 years at executive management level

    Minimum Qualifications

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

    Additional Minimum Qualifications

    • C.A. (S.A.) or Fellow of Actuarial Society of SA or equivalent qualification; Member of SAICA or ASSA or equivalent body Preferred

    Key Responsibilities

    • Accountable for the formulation of functional operating models and value-chain integration, ensuring alignment with strategic objectives.
    • Proactively identify cross-functional problems of which the causes are ambiguous and uncertain, models alternative solutions, develop scenarios and establish contingency plans in alignment with the strategy.
    • Plan for effective organisational management across the value-chain, set strategic objectives and priorities among existing services, processes or systems and new developments, and specify the required measurements to monitor performance effectiveness.
    • Facilitate scenario planning by driving a strong agenda to migrate to this, through ArtificialIntelligence.
    • Member of the following forums IAM Business Line Exco, IAM and Business Line financial, capital and risk forums, SBG management Excos, and any risk and compliance forums as required.
    • Adopt and drive the measurement of relevant digital, platform and omnichannel related non-financial metrics to ensure focus and delivery of the financial outcome, key new revenue streams and digital migration.
    • Drive and deliver Group scorecards that are agile to support the IAM Finance Business Line strategic performance across countries, where applicable.
    • Drive and develop business strategies as related to new product offerings as relevant to IAM Business Line , ensuring the application of a customer level pricing lens.
    • Drive the scenario planning and analysis, interpretation and projections of business results to support IAM Business Line in shaping the future.
    • Investigate and report on value leakages and define mitigation strategies to resolve same within IAM Finance and Value Management Business Line.
    • Manage equity partnerships with IAM Business Line partners and stakeholders, to drive research into, and selection and implementation of, platforms and interfaces, together with Innovation, to meet the platform needs of the Group.
    • Plan, coordinate and execute the IAM finance planning cycles, taking into account business and SBG and IAM Group Finance and Value Management timelines and requirements.
    • Provide all leading indicators that drive productivity and financial outcome for IAM Business Line.
    • Provide input and influence to the digital and platform journey and understand the financial implications of customer behaviour by clearly articulating the forecasting outcomes across countries.

    Method of Application

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