Job Overview Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Baker Street 30 Job Type: Full-time Job Ref ID: 80433636A-0001 Date Posted: 9/17/2024Job Description:We are seeking a highly analytical and strategic professional who is passionate about our clients and ensuring best-of-breed solutions are available to advisors to support their clients in the attainment of financial planning objectives. This role also focuses on optimizing revenue streams, improving portfolio returns, and identifying new profit opportunities through data-driven decision-making.You will leverage your extensive financial product experience, mathematics, and science knowledge to solve complex business challenges such as best-of-breed solutioning, revenue leakages, tax inefficiencies, and cost optimization.Product Evaluation: Provide input on product evaluations aligned with advice philosophy and segment customer value propositions (CVP). Serve on product and fund approval committees, ensuring alignment with client demand and segment strategy.Profit Science Initiatives: Design and implement initiatives that optimize revenue and portfolio returns by identifying key profit levers and addressing issues such as revenue and tax leakages.Business Case Management: Lead the conceptual design and implementation of business cases, orchestrating between internal and external stakeholders to drive successful outcomes.Cost Optimization: Identify and mitigate recurring cost leakages through improved cost allocation methodologies, implementing necessary controls and process changes.Revenue Interventions: Manage ongoing revenue interventions and commercial agreements with product manufacturers and platforms, ensuring compliance with financial and business objectives.Stakeholder Management: Collaborate with key stakeholders including product manufacturers, advisory teams, external financial service providers, and tax/legal partners to ensure alignment and drive strategic initiatives.Advisor Strategy: Align and optimize advisor remuneration and incentives with client-centric strategies, driving business growth and client satisfaction through targeted interventions.Succession Planning: Manage advisor succession and retention mechanisms to ensure business continuity and long-term financial performance.Income Statement & Cost Modelling: Provide guidance on income statement mapping, cost modelling, and allocation methodologies to support profit drivers such as non-interest revenue and direct costs.Regulatory Compliance: Ensure adherence to all regulatory requirements and governance standards in all profit science initiatives and processes.Market Analysis: Stay updated on market trends and insights to ensure product offerings remain competitive, especially for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.Qualifications:Minimum Qualifications:Type of Qualification: Post Graduate Degree Field of Study: Business CommerceExperience Required:Over 12 years of experience in financial advisory, with expertise in data analysis, quantitative modelling, and financial statement interpretation.Deep knowledge of FAIS-regulated products, financial advisory, and related tax laws.Experience in commercializing data, developing financial models, and collaborating with finance, financial planning, investment, or insurance sectors.Additional Information:Behavioral Competencies:Practical problem-solving skills with a strong attention to detail.Innovative thinker who can generate creative solutions and challenge established ideas.Strategic visionary with a focus on long-term trends and business planning.Ability to stay calm under pressure, resolve conflicts, and handle change effectively.Technical Competencies:Quantitative Analysis: Advanced expertise in building and interpreting complex quantitative models to assess risk and revenue potential.Financial Modeling: Strong proficiency in financial models and quantitative analysis tools.Product Development: Ability to stay attuned to market needs, drive product innovation, and maintain competitiveness.Investment Analysis: Experience in assessing investment opportunities and their economic impact.Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or ******
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