Wealth Manager - Pretoria

Purpose of the Role:
To manage clients wealth needs through an ongoing advisory process to achieve the company’s strategic goals of client centricity and revenue generation; as per the business strategy.

Job Responsibilities:
Contribute to a culture conducive to the achievement of transformation goals by participating in building initiatives (e.g. staff surveys etc.)
Participate and support corporate social responsibility initiatives for the achievement of key business strategies
Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
Deliver on due dates through the timeous documenting and scheduling of reviews.
Focus on eliminating waste and optimising vendor expenditure by managing the billing analysis and audit process
Obtain cost efficiencies by promoting competition as a mechanism
Define the savings that could be extracted; by advising and guiding internal stakeholders on the management thereof
Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions
Understand and embrace the company vision and demonstrate the values through interaction with team and stakeholders
Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frame
Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team
Ensure all successes are communicated to Group Technology through the various publications ( e.g. Full View; Engage)
Actively working towards building a network across all areas in GT and understanding the end to end service
Oversee service level agreements by managing and tracing the SLA reviews and by updating appropriate registers and plans accordingly
Identify recurrent incidents and incidents that are not yet matched to existing incident data through the Analysis of incident data
Identify problems or known errors and record incidents resulting from incident data for which a structural solution has to be found
Determine the root cause; by reviewing the problem resolution with specialist staff and reference the relevant supporting documentation
Monitor and follow up on issues raised that might cause possible compliance and risk issues by documenting and reporting issues to the relevant stakeholders as well as tracking and monitoring solutions
Ensure that the databases are updated and deadlines are met
Document all successes for future reference and lessons learned
Manage quarterly reviews and recognition though communication thereof
Manage the implementation of the Knowledge Management Plan and systems; policies and processes
Promote Knowledge Management principles; processes and procedures to encourage collaboration and information sharing
Produce and distribute Management reports by collating the required information
Ensure contract process is followed by working in close relation with the Vendor Management and contracting office
Ensure the availability of reliable and secure knowledge; information and data throughout the Service Lifecycle
Use; establish and maintain effective working relationships with other employees; including external stakeholders; through the use of customer service skills
Meet client needs by sending necessary communications to the targeted audience
Build and maintain relationships by ensuring that all data on the Information Technology Service Management Catalogue is updated and communicated
Create internal synergy by providing information on progress

People Specification:
Matric / Grade 12 / National Senior Certificate
National Certificates and Occupational Awards

Preferred Qualification:
Commercial degree/diploma e.g. B.Comm/B.Sc Actuarial Science/Business Science, Certified Financial Analyst, Regulatory FAIS Exams

Essential Certifications:
FPI (Financial Planning Institute) membership

Type of Exposure:
Built a high performance culture
Built and maintained stakeholder relationships
Delivered compliance risk management programmes and advice
Designed Workforce Planning Solutions
Developed and Implemented Communications Strategy
Improved Processes and Culture
Manage internal process
Managed Transformation & Innovation
Managed Governance
Managed Process Results
Managed Relationships
Managed Self and Team
Managed budget
Supported Transformation, Change and continued Improvement
Provided operational support for Governance, Compliance and risk based assurance

Minimum Experience Level:
Minimum 5 years related experience

Technical / Professional Knowledge:
Banking knowledge
Banking procedures
Business Acumen
Business principles
Business terms and definitions
Business writing
Communication Strategies
Data analysis
Governance, Risk and Controls
Industry trends
Microsoft Office
Principles of financial management
Principles of project management
Relevant regulatory knowledge
Relevant software and systems knowledge
Research methodology
Decision-making process
Cluster Specific Operational Knowledge

Behavioural Competencies:
Continuous Learning
High-Impact Communication
Managing Work
Sales Disposition
Sustaining Customer Satisfaction
Technical/Professional Knowledge and Skills

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