Senior Investment Consultant

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Closing Date
24 October 2023

Purpose

This role creates the opportunity for the successful candidate to provide specialist support and advice to Internal and External Stakeholders in the development and implementation of business development, management planning and associated service delivery processes, methods and techniques, enabling the provision of sound business development expertise. Strong interpersonal skills are required as there are daily interactions with various distribution channels.
The successful candidate will be a part of the Sales Enablement team a dynamic team that is passionate about people development and business development.

Minimum Qualifications and Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level.
• Appropriate Bachelor degree and Post Grad Diploma in Financial Planning, a CFP-designation will be beneficial.
• Understanding of the legislative requirements in Investments.
• Understanding of Investment solutions.
• Problem solving and analysis.
• Implement strategic development plans in Investments.
• Relationship management and networking.
• Presentation skills, formally and informally.
• Proactivity, accountability and the ability to work independently.
• Self-motivated.
• Business acumen.

Key Responsibilities

• Correctly interpret and understand business and or customer requirements in order to develop and produce appropriate solutions.
• Contribute to efforts related to the development of innovative business models to support the development of new business initiatives.
• Identify development areas and business development opportunities and implement and execute accordingly, measuring and increasing production numbers.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Translate technical information into useable business intelligence to support business development initiatives.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Build and maintain strong relationships with key internal and external stakeholders to facilitate delivery and implementations of initiatives being driven.

Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.

The Companys approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.