Senior Specialist : Client Fund Manager at Liberty Group South Africa

Purpose

• To grow Stanlib AUM by selling and growing the client base of the business at profitable margins.

Minimum Experience

• 3 - 5 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

• B.Com Honours/CFA and Registered RE1

Outputs
Process

• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
• Provides support to portfolio managers by taking on service related tasks and maintaining client knowledge (strategy, personalities, needs, changes, etc.) to assist portfolio when interacting with clients.
• Provides input into new products needs and requirements that accommodate changing industry dynamics and the flow of funds in the industry.
• Records all engagement activities via a robust CRM system to build continuity in relationship management and provide useful management tools and analysis reports to measure the effectiveness of the engagement activities.

Customer

• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
• Execute sales transactions as an end-to-end process calling on new clients, building relationships with them, and selling the Institutional Product range across the board and ultimately retaining these clients.
• Gathers assets (new and cross selling), growing the client base of the business at profitable margins
• Adds value to clients by utilising STANLIB's internal resources and becoming a business enhancer by finding solutions for clients that will improve the client relationship and in turn drive business flow.
• Generates and follows up on leads in the market, Gets referrals from existing clients.
• Proactively creates opportunities for frequent value-added client contact to ensure that STANLIB in front-of-mind for consideration of new mandate placements and tender opportunities.
• Identifies any potential loss of clients and puts effective plans in place to retain them.
• Understands the client servicing and administrative processes and intervenes to enable and enhance client expectations/experience.
• Engages clients on a deep professional level by understanding organizations business and its investment propositions. Knows STANLIB relative positioning in the industry compared to peers across full spectrum of investment propositions.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Competencies
Liberty Values
Technical Competencies

• Telephone and face to face sales (Intermediate)
• Sales life cycle management (Intermediate)
• Research and Information Gathering (Intermediate)
• Developing sales (Proficient)
• New sales development (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Intermediate)
• Problem Solving and Analysis (Intermediate)
• Relationship Management and Networking (Intermediate)