Head: Corporate Distribution at Liberty Group South Africa

Purpose

• To develop tactical strategy and delivery plans, integrate practice formulation and to ensure operational implementation and adaption across multiple practices i.t.o. corporate sales methodology, governance and delivery objectives.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at management level

Minimum Qualifications

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

Additional Minimum Qualifications
Outputs
Process

• Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
• Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
• Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.
• Develop and implement newly designed sales programmes and strategies for the growth and servicing of all assigned corporate accounts.
• Strengthen direct corporate relationships and strategies to retain key clients.
• Implement client value proposition against company strategy.
• Identify and manage sales activities, programs and strategies to retain and grow our existing business with key stakeholders.
• Anticipate and develop plans to assure that the company will be able to benefit from growth opportunities.
• Monitor relationship management case load and key performance indicators for measuring our corporate segment success.
• Manage and develop a team of client fund manager professionals and a client servicing team, which includes training and coaching the team on an ongoing basis, and being accountable for the team’s success.
• Identify opportunities to continuously improve on the newly launched digital platform in order to foster innovation in terms of client servicing.
• Build stronger alignment between investment professionals and distribution.

Customer

• Build strong customer-centric relationships and develop service level agreements that promote the organisation with stakeholders aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.

Learning and Growth

• Balance, optimise and manage human resources across disciplines through executed human capability plans.

Governance

• Implement the governance management model, framework and policy in own practice and/or tactical areas to identify and manage governance and risk exposure liability pro-actively.

Competencies
Liberty Values
Technical Competencies

• Conflict Resolution (Proficient)
• Product and/or Service Knowledge (Proficient)
• Legal Compliance (Sales) (Proficient)
• Strategic Planning (Proficient)
• Efficiency improvement (Proficient)
• Policy implementation (Proficient)
• Business Interaction (Proficient)
• Negotiation and persuasion skills (Proficient)
• Communication skills (Fundamental) (Proficient)
• Sales life cycle management (Proficient)
• Written Communication (Proficient)
• Sales management (Proficient)
• Presentation Skills (Proficient)

Behavioural Competencies

• Interpersonal Effectiveness (Proficient)
• Relationship Management and Networking (Proficient)
• Problem Solving and Analysis (Proficient)
• Persuading and Influencing (Proficient)
• Leading Change (Proficient)
• Entrepreneurial and commercial thinking (Proficient)
• Governance, Ethics and Values (Proficient)
• Resilience (Proficient)
• Judgment and decision making (Proficient)