Specialist: Investment Marketing at Liberty Group South Africa

Purpose

• To provide specialist advice and support related to the marketing of products and or service, enabling the achievement of predefined objectives as per agreed SOPs. The role will require investment marketing and servicing to a group of existing corporate clients as well as both internal and external stakeholders as well as to support sales initiatives, particularly from an investment perspective, within the bundled product space and default regulations.

Minimum Experience

• 2 - 3 years experience in a similar environment

Critical Job

• Advise and provide opinions on investment, default regulations, statutory and environmental factors.
• Produce investment and technical publications, articles and investment updates.
• Develop and deliver appropriate investment training materials.
• Facilitate investment learning interventions.
• Represent the company or division at internal and external investment forums. Ensure the support of intermediaries, consultants and team members on investment related queries.
• Client relationship management. Key account management.

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Marketing

Additional Minimum Qualifications

• B.Com degree with majors in Economics, Finance or Business Science or Equivalent (NQF Level 7 qualification).
• Valid Driver’s Licence is essential. Actuarial, CFP, CFA or MBA would be advantageous

Outputs

Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Monitor the effectiveness of marketing related initiatives and activities to identify recommendations for improvement.
• Assist and support the implementation and execution of marketing activities in alignment with identified objectives and strategies.
• Execute marketing plans and initiatives in alignment with organisational requirements and in support of the overall marketing strategy.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

• Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

• Manage and maintain uploaded marketing material to ensure accuracy, brand and related compliance as well as content relevance.
• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

• Research and Information Gathering (Basic)
• Reporting and Interpretation (Basic)
• Product and/or Service Knowledge (Intermediate)
• Marketing management (Basic)
• Customer Advice (Technical) (Basic)

Behavioural Competencies

• Creative and Innovative Thinking (Proficient)
• Stakeholder Engagement and Management (Basic)
• Professional/Technical learning (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Communicating with Impact (Basic)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Basic)