Job Overview:Business Segment: Personal & Private BankingLocation: ZA, GP, Johannesburg, Baker Street 30Job Type: Full-timeJob Ref ID: 80433439A-0001Date Posted: 9/13/2024Job Description:We are looking for a highly skilled Executive to lead the development and execution of Money Management (MM) and Advisory propositions as part of our comprehensive customer value propositions (CVP). This position spans across the full spectrum of daily money management to long-term financial planning, providing strategic direction from ideation through to implementation. You will be responsible for driving customer growth, enhancing client experiences, and ensuring the sustainability of related financial outcomes for PPB South Africa segments (excluding Wealth and Investments).Proposition Development: Lead the design, construction, and implementation of MM and Advisory value propositions, ensuring alignment with PPB's vision of improving financial well-being for future generations.Strategic Input: Provide guidance across various business functions, including product selection, strategy formulation, and frontline training, to position PPB as the trusted financial partner for customers.Expert Leadership: Act as a trusted and credible subject matter expert (SME), contributing to the development of segment value propositions, product frameworks, and ensuring adherence to regulatory requirements.Client Experience & Growth: Develop strategies that enhance client relationships through insights, data analytics, and tailored financial advice, enabling the front line to deliver personalized, holistic financial solutions.Advisory Framework: Own and drive the integrated client experience capability for MM and Advisory, ensuring consistency in the delivery of financial advice across all customer segments.Advisor Segmentation Strategy: Develop and implement an advisor segmentation strategy, including segmentation criteria, remuneration, and practice management to drive advisor effectiveness and alignment with PPB's objectives.Consumer Financial Education: Promote financial wellness through education initiatives for both staff and clients, integrating responsible lending into broader advisory and product value propositions.Governance & Risk Management: Ensure compliance with regulatory and governance standards, including financial inclusion and education initiatives, while actively monitoring the performance of customer value propositions.Collaboration & Innovation: Stay updated on local and international trends in money management and advisory services, sharing insights and best practices to continuously evolve and enhance our offering.Qualifications:Minimum Qualifications:Type of Qualification: Post Graduate DegreeField of Study: Business CommerceExperience Required:10 years experience in a financial advisory role and managing an income statement. Regulatory experience as it pertains to the financial advisory environment.Additional Information:Behavioral Competencies:Generating innovative ideas and solutions.Strategic thinking with a long-term vision.Offering insightful guidance and leadership.Challenging assumptions and encouraging growth.Maintaining composure under pressure and driving action.Technical Competencies:Advanced expertise in strategic planning, project management, and policy development.Strong knowledge of financial needs analysis, advisor segmentation, and client relationship management.Proficient in knowledge and quality management, ensuring high standards of delivery.People Management: This role involves managing a team of 4-10 direct reports, with a player/coach leadership style.
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