Job Purpose:
To support the Wealth Management SA (WMSA) business in identifying opportunities for different segments and work to use identified insights to design compelling, disruptive, and commercially viable Client Value Propositions for the Advice and Philanthropy (Giving) offering. We are looking for individuals who thrive in a fast-paced and constantly evolving organizational environment and who are familiar with financial planning, comprehensive wealth advice, and the philanthropic landscape in South Africa.
Job Responsibilities:
CVP Design, Development and Implementation:Design, develop and deploy client value propositions to support clients and their families to achieve their financial planning, wealth advice, and philanthropic aspirations, by following a client segment-led approach. This includes local and international offerings for comprehensive financial planning and wealth management advice, philanthropic advice, estate planning, wealth structuring advice, stock-broking and investment management, fiduciary products, and financial accounting and tax services.
Drive the design and build of innovative client value propositions to maximize market share, client growth, and retention.
Identify and engage with key stakeholders in WMSA to ensure implementation of CVP activities.
Build and maintain collaborative relationships with stakeholders to deliver on CVP objectives.
Coordinate implementation of the CVP from end to end and generate concise business plans in support of the CVPs.
Ensure alignment with segment heads for proposition design and development.
Share best practices and L&D initiatives to ensure frontline staff are conversant with the CVPs.
Monitor and provide feedback to enhance CVPs.
Research and Insights:
Ensure market-leading CVPs based on client needs and behavior.
Monitor, analyze, and articulate competitor activity and emerging market trends.
Leverage analytics and client research feedback to build a fact-based understanding of client needs.
Client Experience Improvement:
Drive and entrench a consistent client experience through all engagement platforms.
Provide support to identify client experience improvements and propose fixes.
Take ownership of designing the client journey mapping process.
Ensure continuous improvement of the CVP through regular research and surveys.
Assist in complaints root cause analysis.
General:
Contribute to a culture conducive to the achievement of transformation goals.
Participate in corporate social responsibility initiatives.
Ensure personal growth and enable effectiveness in performance of roles.
Coordinate the development of marketing material to raise the profile of our advice and philanthropy offering.
Qualifications – NQF Level:
Advanced Diplomas/National 1st Degrees
Preferred Qualification:
B.Degree in Commerce or Marketing and above NQF 8
Essential Certifications:
FAIS Regulatory Examination 1 qualification
Minimum Experience Level:
Essential:8 – 10 years' experience in developing, designing and enabling client and segment value propositions in the Wealth Management, Banking and Financial Services Industry. 3-5 years' experience in roles within market insights, consumer research, or product management. Completion of RE5 Fais Exams (non-negotiable). Demonstrate commercial thinking acumen.
Preferred:5 years' experience in marketing/product/project management; digital marketing experience is preferred. Postgraduate Diploma in Financial Planning and CFP® designation.
Technical / Professional Knowledge:Regulatory knowledge.
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