Manager, Advisory Propositions at Standard Bank Group

JOB DESCRIPTION

To lead and manage the Advisory function by developing and overseeing the implementation of strategies, processes, and procedures, standards and guidelines that are customised, tailored, researched and technically accurate to ensure Standard Bank Financial Consultants (SBFC) meets its Service Level Agreements (SLAs) and compliance standards, and that client experience is enhanced.

QUALIFICATIONS

Minimum Qualifications

• Degree in Finance and Accounting
• Certificate or Degree in Banking/Legal studies

Minimum Experience:

• 10 years' of extensive experience in-depth knowledge of products, processes and systems of financial planning, FAIS, risk and compliance as it relates to SBFC.
• 8 years' of providing recommendations based on key client information, in line with their stated needs, objectives, risk profile and market trends.
• 6 years' of managing technical teams within the financial planning space

ADDITIONAL INFORMATION

Behavioral Competencies:

• Examining Information
• Adopting Practical Approaches
• Developing Strategies
• Providing Insights
• Developing Expertise

Technical Competencies:

• Lead continuous improvement initiatives by monitoring turnaround times and the quality of paraplanning outputs in order to establish corrective measures that improve departmental efficiency and effectiveness
• Optimise departmental delivery by establishing and implementing management information systems to enable accessibility of data and reports for decision making
• Manage departmental spend by delivering paraplanning and monitoring projects and initiatives on time and within budget in order to ensure that costs are in line with the set budget
• Monitor departmental compliance of various procedures and processes in Standard Bank Financial Consultants (SBFC) using Financial Services Assurance, Compliance, Risk and Group Internal Audit guidelines in order to ensure all paraplanning processes and procedures are documented and maintained
• Develop and implement a comprehensive advisory and paraplanning strategy aligned to the overall SBFC strategy, goals and objectives