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Manager – Security Operations
Date: 3 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
Responsible to manage the technologies for the various business units to ensure they deliver outcomes that support the objectives of the business. This includes the day-to-day management of the IT relating to systems and/or equipment.
Leading and Managing Privileged Access Management(PAM), IDN, Endpoint Security and Datacentre Security teams.
Key Responsibilities
- Develop and implement tactical delivery plans and set operational targets to achieve an IT strategy that aligns with Business direction and objectives
- Analyse and anticipate tactical strategy and practice issues and proactively develop alternatives to enhance the quality of IT solutions whilst aligning to policies and guidelines.
- Continuously track and measure the delivery of operational plans, realign and improve where required
- Proactively plan for practice & operational IT delivery changes, identify priorities and associated resources needed and monitor applied changes
- Realign strategies and objectives through the use of insights and knowledge gained through reporting measures
- Drive delivery of capabilities required to enable new service or technologies that enables business strategies
- Drive the implementation of the Information Security Service Catalogue i.e. a business view of the services provided by IT
- Monitor and measure Service Level Agreements (SLAs) between IT and Strategic partners and contractors.
Additional Key Responsibilities
- Promote and align to the new ways of work and drive a culture of continuous improvement within IT
- Collaborate and develop effective relationships within IT and the organisation to deliver business and IT objectives and ultimately create a competitive advantage
- Enable the provision of a robust, stable, performant applications environment that support and enable business related operational tactics.
- Manage, build & maintain a holistic view of the IT security systems, processes, information & IT assets as it relates to hosted systems & infrastructure.
- Advise on and oversee the implementation of security measures to safeguard information in computer files against accidental or unauthorised damage, modification or disclosure.
- Ensure the right resources are available and in place with appropriate support to achieve the business requirements.
- Identify trends and patterns to ascertain root causes to technical challenges and highlight specific remediation’s that will maintain and/or enhance quality & service standards.
Minimum Experience
- 8 – 10 years’ experience in a similar environment, of which 3 – 4 years at senior management level
Minimum Qualifications
- Bachelor`s Degree and Advanced Diploma in Information Technology and Computer Sciences CISSP (Certified Information Systems Security Professional), CISM (Certified Information Security Manager)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Specialist: Onboarding
Date: 2 Sept 2025
Location: Cape Town WC ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide specialist advice and support and to work collaboratively within their team and across other teams in the business to deliver exceptional onboarding customer experiences.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria.
- Comply to business rules and processes pertaining to the agent set up on the various source systems.
- 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.
- Work collaboratively with distribution to ensure IFA and Tied adviser accounts are onboarded successfully with exceptional levels of service.
- Develop deep relationships with adviser back office staff to ensure smooth running of the process.
- Working with marketing and as necessary other departments to develop materials and content which may be client facing to ensure a smooth onboarding experience.
- Ensure that new business and servicing processes operate efficiently including the checking of documents and other regulatory requirements.
- Train adviser office staff to ensure smooth operation and complete understanding of the platform.
- Document all processes and procedures for the onboarding process ensuring version control.
- Develop relationships with Fund Manager Companies to be able to effectively manage any queries regarding proposition.
- Collect data for and triage any requests for amendments to our fund list. Ensure the governance process is followed.
- Use management information to identify where improvements can be made and drive relevant improvement implementation.
- Have complete mastery and confidence in the platform and the processes surrounding it and an exceptional product knowledge of platform funds.
- Help to train new team members in knowledge of products, processes and systems.
- Manage risks and adhere to compliance in line with company policies.
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
- Integrate new knowledge attained through formal and informal learning opportunities and apply in the execution of own role.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- 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
- Product Related System Application (Intermediate)
- Customer Understanding (Basic)
- Service Delivery (Basic)
- Query resolution (Intermediate)
- Customer Liaison (Intermediate)
- Research and Information Gathering (Basic)
- Customer Advice (Technical) (Basic)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Trust and Integrity (Basic)
- Persuading and Influencing (Basic)
- Driving for Excellence (Basic)
- Professional/Technical learning (Basic)
- Analytical Thinking (Basic)
- Entrepreneurial and commercial thinking (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
- Leading Change (Intermediate)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Resilience (Basic)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Head: Underwriting
Date: 2 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide advice and support in practice formulation and associated best practice improvement tactics; enabling the provision of specialist underwriting expertise.
Minimum Experience
5 – 8 years experience in a similar environment, of which 2 – 3 years at specialist level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Curative Health
Additional Minimum Qualifications
Outputs
Process
- Determine resource allocation priorities and deployment necessary to support the effective integration of processes.
- Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
- Keep abreast of changes and new legislation and developments within industries that may affect area of specialisation.
- Provide underwriting advice and support related to complex assessments that invole major risks for the organisation.
- Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
- Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
- Plan to deliver work outputs related to a service or operational area, Manages interdependent functional activities, and directs best-practice priorities, standards and procedures to ensure efficiency within area of specialisation.
Customer
- Provide authoritative, 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.
Finance
- Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialisation.
Learning and Growth
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
Governance
- Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialisation.
Competencies
Liberty Values
Technical Competencies
- Research and Information Gathering (Proficient)
- Underwriting process (Proficient)
- Underwriting Skills (Proficient)
Behavioural Competencies
- People Management and Empowerment (Proficient)
- Relationship Management and Networking (Proficient)
- Problem Solving and Analysis (Proficient)
- Governance, Ethics and Values (Proficient)
- Professional/Technical learning (Proficient)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Senior Specialist: Business Development Risk(PTA)
Date: 2 Sept 2025
Location: Pretoria GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide specialist advice and support in the development and implementation of business development and associated service delivery processes, methods and techniques; enabling the provision of sound planning/forecasting services.
Minimum Experience
3 – 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Process
- Advise on and assist with the development of business plans and proactively identify new opportunities with the relevant stakeholders.
- Contribute to efforts related to the development of innovative business models to support the development of new business initiatives.
- Identify business opportunities and develop customer relationships for the acquisition of new business to achieve identified targets.
- Determine operational feasibility by evaluating analysis, problem definition, requirements, solution development and proposed solutions.
- 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.
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.
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
- Provide advice and support to the business with the aim of mitigating litigation risk across impacted organisational operations.
- Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.
Technical Competencies
- Continuous Process Improvement (Advanced)
- Research and Information Gathering (Intermediate)
- Business Interaction (Proficient)
- Business Acumen (Proficient)
Behavioural Competencies
- Professional/Technical learning (Intermediate)
- Entrepreneurial and commercial thinking (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Relationship Management and Networking (Intermediate)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Junior IT Systems Developer
Date: 2 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
About the role
Ready to code your future with us?
Apply now and take the next step in your software engineering journey!
Are you passionate about coding and eager to grow your software engineering skills? We’re looking for a Junior IT Systems Developer to join our dynamic team. This is a fantastic opportunity to work alongside experienced engineers, contribute to exciting projects, and build your technical expertise in a supportive environment.
Why Join Us?
- Be part of a forward-thinking tech team
- Gain exposure to cutting-edge tools and methodologies
- Grow your career in a supportive, learning-focused environment
- Make a real impact through innovative software solutions
Minimum Experience
3 – 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Minimum Qualifications and Experience
- Education: Degree or Diploma in IT or equivalent.
- Experience: Minimum 2-3 years in software development, with exposure to translating business requirements into technical solutions.
- Skills:
- Strong coding skills in any programming language
- Understanding of software engineering principles
- Familiarity with Agile, CI/CD, TDD, and design thinking
- Ability to work collaboratively and meet deadlines
- AWS
Key Responsibilities
- Write, test, and deploy code in one or more programming languages.
- Collaborate with senior engineers to deliver high-quality software solutions.
- Participate in peer code reviews and agile ceremonies.
- Troubleshoot and resolve software issues.
- Contribute to the full software development lifecycle.
- Continuously learn new technologies and best practices.
Competencies
- Analytical thinking and data interpretation
- Attention to detail and quality assurance
- Teamwork and communication
- Ethical conduct and reliability
- Openness to feedback and continuous learning
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Security Operations Centre Engineer
Date: 2 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
The SOC Engineer is responsible for ensuring that all logs and data are properly ingested into the SIEM platform. They will also contribute to use case development, rule creation, and rule refinement to enhance threat detection capabilities. Additionally, the SOC Engineer will provide thought leadership within the SOC build function, driving continuous improvement in processes, consistency, and operational efficiency
Minimum Qualifications & Certifications
- Matric
- Degree in Management Practices or Information Systems Management or related
Certifications (one or more of the following)
- Security+
- CEH (Certified Ethical Hacker)
- OSCP (Offensive Security Certified Professional)
Experience
3 – 5 years’ experience in a similar environment
Key Responsibilities
Technical Responsibilities
- Proficient in Unix, Windows, Oracle, SQL, DB2.
- Strong understanding and experience in SIEM platforms.
- Skilled in creating and managing use cases for threat detection.
- Familiarity with scripting languages and regular expressions (RegEx).
- Competent in Unix command-line operations.
- Capable of building and tuning rules within SIEM systems.
Collaboration & Communication
- Uses a consistent approach to deliver projects collaboratively.
- Strong verbal and written communication.
- Effective in building relationships across teams.
- Able to produce both technical and executive-level reports.
- Solid Technical background
Security & Problem Solving
- Moderate understanding of cyber-attack methods.
- Anticipates issues and seeks resolutions proactively.
- Keeps up to date with IT security news, attack vectors, and technologies.
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Quality Engineer
Date: 1 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
About the role
Are you passionate about delivering high-quality software solutions? We’re looking for an IT Quality Engineer to join our dynamic team and play a key role in ensuring our products meet the highest standards. You’ll be involved in the full IT QA lifecycle, applying agile principles and enabling efficient testing frameworks.
You’ll work closely with developers, data teams, and external vendors (e.g., HCL, Rubric, Wipro) to execute testing and contribute to strategic quality initiatives.
Minimum Qualifications and Experience
- Diploma in Information Technology (Required)
- Bachelor’s Degree in Information Technology (Preferred)
- 1–4 years of experience in the Software Development Life Cycle (SDLC)
Key Responsibilities
- Plan and execute exploratory, integration, and acceptance testing
- Collaborate with developers to create test stubs and drivers
- Conduct test environment readiness assessments
- Maintain detailed records of test execution and results
- Raise and escalate defects, and manage defect SLAs
- Participate in Agile ceremonies and team collaboration sessions
- Use management tools to track quality metrics and progress
Competencies
Behavioural:
- Adopting Practical Approaches
- Articulating Information
- Embracing Change
- Managing Tasks
- Thinking Positively
- Taking Action
Technical:
- Structured Test Methods & Processes (Advanced)
- Quality Assurance (Seasoned)
- Test Driven Development (Seasoned)
- Intelligent Testing (Proficient)
- SDLC Methodologies & Tools (Proficient)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Specialist: Business Analyst
Date: 1 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
About the Role
Are you passionate about driving business efficiency through smart analysis and innovative solutions? Join our dynamic team as a Business Analyst and help shape the future of our business processes and systems!
As a Business Analyst, you will play a key role in identifying, analysing, and documenting improvement opportunities across various business lines and functions. Your insights will directly contribute to enhancing operational efficiency, automating manual processes, and ensuring the successful implementation of change initiatives.
You’ll collaborate with Business Unit Management, Process Owners, Agile Product Teams, IT Stakeholders, and external vendors to identify and implement optimisation and automation opportunities.
Minimum Qualifications and Experience
- A degree in Business Commerce or Information Technology (Required).
- Experience:
- 1–2 years in business analysis and process improvement.
- 1–2 years in project management and financial modelling.
- Total: 3 years of relevant experience.
Key Responsibilities
- Analyse business processes to identify pain points and automation opportunities.
- Recommend and implement solutions using workflow and automation technologies.
- Conduct deep-dive analyses to map current processes and propose enhancements.
- Collaborate with stakeholders to assess risks and ensure compliance.
- Track and report on project performance and business impact.
- Engage with vendors and internal teams to design and deliver optimal solutions.
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.
Key Competencies
- Technical:
- Business Process Improvement
- Data Analysis
- IT Knowledge
- Project Management
- Emerging Technology Monitoring
- Behavioural:
- Analytical thinking and attention to detail
- Creative problem-solving
- Strong communication and collaboration skills
- Initiative and drive for results
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Senior Manager: Sourcing
Date: 31 Aug 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To develop and oversee the execution of a Procurement Sourcing strategy (aligned to respective commodity), in partnership with the Procurement Business Partnering team, enabling effective supplier and contract management. To develop and oversee the measurement and evaluation of the supplier base across the Insurance Asset Management/Standard Bank Group with the goal of optimising the Total Cost of Ownership as it pertains to sourcing while ensuring suppliers are sourced in line with Preferential Procurement targets.
Qualification and Experience
- Member of Chartered Institute of Procurement & Supply (MCIPS)
- Degree in Purchasing and Procurement
- 12 Years experience in technology sourcing leading complex, multi-year deal structures either directly as a sourcing manager or in a business role with a key focus on supplier relationship management.
- An ability to negotiate and sustain supplier relationships with sound project management and leadership skills. An in depth understanding of the IT development lifecycle.
Essential Functions
- Accountability for benefit realisation, value leakage prevention and issue management (post-contract) within Sourcing by proactively evaluating sourcing activities.
- Accountable for the supplier contracting process, including amendments, service requests, addendums, and work orders ensuring contract drafting standards are met.
- Build and maintain a database of BBBEE complaint suppliers ensuring the availability of compliant and suitable suppliers enabling the achievement of BBBEE targets. Provide guidance to the Procurement Business Partnering team on BBBEE complaint suppliers with the goal of increasing the utilisation and total value of spend across all Preferential Procurement categories.
- Consistently apply Sourcing processes and principles in determining the appropriate commercial and legal structures to meet savings and service targets as well as to prevent value leakage for long-term deals.
- Consolidate the identification of supply base issue across procurement; to enable the continuity of services, minimise downtime, ensure safety standards and manage supply risk.
- Contribute technical expertise in the development of Sourcing goals and objectives based on current and desired state, cost and value drivers.
- Contribute to the development, maintenance and monitoring of the Asset Insurance Management/Standard Bank Group Procurement Sourcing strategy by providing sourcing expertise to manage the cost of and availability of products and services ensuring suppliers maintain ethical practices and are compliant with relevant legislation.
- Define a sourcing plan in collaboration with the Procurement Business Partnering team based on industry trends and business objectives to drive an agile, responsive and efficient sourcing practice across all Legal Entities, Business Units, and Group Corporate Functions. Evaluate Sourcing activities across all Legal Entities, Business Units, and Group Corporate Functions to achieve cost savings with minimal supply risk.
- Define Sourcing methodologies, processes, systems, tools and resources necessary to satisfy the requirements of Group Procurement within IAM/SBG.
- Develop a go-to market Sourcing strategy irrespective of Legal Entity, Business Unit, and Group Corporate Function ensuring alignment to the Group Procurement Sourcing strategy to maximise the value of each purchase and close deals with optimal terms.
- Develop and maintain the commercial relationship with category essential key suppliers enabling effective negotiation and fostering a mutually beneficially relationship.
- Develop methods to store and review suppliers’ capabilities and offerings and manage product and service categories to provide an efficient technology sourcing and contracting process.
- Draft contracts in line with the Contract Drafting Framework ensuring that the contract terms and conditions further ensure compliance with legislation and ethical practices.
- Drive the desired SBG people culture by providing coaching, mentorship and development opportunities to the sourcing team ensuring the team is engaged and motivated in order to deliver on the procurement objectives.
- Drive the Preferential Procurement plan by identifying compliant suppliers and tracking the achievement of Preferential Procurement targets in compliance with Broad Based Black Economic Empowerment (BBBEE) legislation.
- Execute Sourcing initiatives in line with the Group Procurement Stakeholder Engagement Framework and Client Service Framework, overseeing adherence to the framework principles within the Technology Sourcing team.
- Lead and manage the operationalising of contracting ensuring compliant buying channels are available to the business.
- Lead complex multiple year deal structures ensuring the optimal benefit is derived for the IAM/SBG.
Additional Essential Functions
- Monitor and report on Sourcing metrics providing insights on the benefits, savings, supplier performance and compliance.
- Monitor and track supplier compliance to contracts including price, discounts and adherence to service level agreements ensuring the commodity sourcing needs of the various Legal Entities, Business Units, and Group Corporate Functions are met with optimal pricing and servicing.
- Provide guidance and make recommendations to the Procurement Business Partnering team and Business Executives on sourcing strategies by providing commodity spend analysis, supplier evaluation, and detailed market research on competitor sourcing strategies to drive down the Total Cost of Ownership.
- Partner with People and Culture to build future-based technical, behavioural and leadership expertise, and source the skill set where required, ensuring the sourcing team is adequately skilled to deliver on the sourcing objectives in the long- and short-term. Provide opportunities for individuals to grow their capabilities creating a talent pipeline and fostering a culture of learning and innovation within procurement.
- Implement, and maintain a supplier relationship and evaluation process to measure effective supplier performance and compliance. Resolve commercial disputes with the suppliers ensuring supplier maintains the contractual commitments.
- Oversee technology requests for proposals (RFP) and request for quotes (RFQ) process across all Legal Entities, Business Units, and Group Corporate Functions ensuring standardisation of templates and execution.
- Monitor and report on technology Sourcing metrics providing insights on the benefits, savings, supplier performance and compliance.
- Oversee commodity specific requests for proposals (RFP) and request for quotes (RFQ) process across all Legal Entities, Business Units, and Group Corporate Functions ensuring standardisation of templates and execution.
- Oversee supplier contracting ensuring contract have clear delivery outputs; consistent terms and conditions and Key Performance Indicators (KPI) or Service Level Agreements (SLA).
- Own and oversee the full sourcing value chain including supplier and contract management, entrenching governance principles and supplier relationship management to manage spend across the IAM/SBG.
- Partner with internal stakeholders namely the Group Procurement Business Partnering team, Procurement Services and Procurement Enablement team, to define the network and operations services, buying channel strategy and identify the buying channel efficiencies to manage costs.
- Proactively analyse the external market providing insights and making recommendations to the Procurement Business Partnering team and Business Executives to drive business decision.
Behavioural Competencies
- Articulating Information
- Directing People
- Embracing Change
- Examining Information
- Exploring Possibilities
- Interpreting Data
- Inviting Feedback
- Making Decisions
- Providing Insights
- Taking Action
- Team work
Technical Competencies
- Deal Negotiation
- Dispute Negotiation
- Operational Contract Management
- Procurement Knowledge
- Supplier Relationship Management
- Value Identification
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Head of Procurement
Date: 31 Aug 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To lead and drive the implementation of the Group Procurement Framework, sourcing strategies, policies, processes and minimum standards for a dedicated portfolio through a matrix reporting. To lead and drive all global procurement efforts for a specific portfolio to efficiently and effectively enable spend owners to maximise the value they receive from suppliers to meet their strategic objectives. Establish a best in class Procurement Function by managing costs and leveraging economies of scale.
Qualification and Experience
- Member of the Chartered Institute of Procurement and Supply (MCIPS) or Member of the Professional Body for Supply Chain Management (SAPICS)
- Member of Governance or Risk professional bodies or equivalent
- Degree in Purchasing and Procurement
- 13 years of experience with a thorough understanding of the end-to-end Procurement Value Chain. Strong contractual and commercial competence with in-depth understanding of procurement related regulatory requirements.
- Experience leading a procurement function within a large company, with accountability for implementing the procurement strategy across different jurisdictions.
- Provide solutions based on client needs and supplier capabilities
Essential Functions
- Provide leadership for the end-to-end Procurement value chain for a dedicated portfolio, including the commercial, contractual, operational, financial, reputational, ethical and procurement risks in order to optimise operational and financial efficiency of the Procurement function.
- Develop and nurture collaborative relationships with key business stakeholders as well as functional stakeholders through a portfolio stakeholder management framework and a matrix reporting structure into Procurement (direct) but also into the Finance and Value Management Function (indirect).
- Establish an effective business partnering model and collaborative relationships with senior leaders within a specific portfolio. Act as a trusted advisor and commercial partner to mobilise appropriate internal and external resources. Provide strategic insights on business needs, resolve complex issues and deliver high performance cost-saving, service and quality procurement outcomes.
- Lead and drive the implementation of the Group Procurement Framework, sourcing strategies, policies, processes and risk management for a dedicated portfolio to proactively support evolving business requirements.
- Develop and implement Procurement metrics and performance goals for a dedicated portfolio ensuring alignment to the procurement annual deliverables and the broader Finance and Value Management goals and strategic aspirations.
- Lead and drive the digitisation journey of the Procurement Function within a dedicated portfolio. Drive effective utilisation of systems and tools to ensure that knowledge and information are managed effectively with a focus on continuous improvement and automation.
- Identify opportunities for enhancements and improvements to the procurement systems and architecture in order to establish a world class Procurement Function.
- Lead strategic high-level negotiations with suppliers on behalf of a dedicated Procurement Portfolio, keeping abreast of all new developments relative to available resources and making recommendations to improve commerciality of strategic long-term contracts.
- Lead and drive sustainable economic transformation of the supplier base through Preferential Procurement policies and processes.
- Lead and drive the development and implementation of management information (MI) tools that will enable better decision making within a dedicated Procurement portfolio.
- Lead and drive the innovation, development and implementation of solutions that continuously improve procurement methodologies, processes, systems, and tools to ensure best in class procurement solutions.
- Keep abreast of new developments, insights and trends in procurement when making decisions and designing procurement and sourcing strategies that enable future focused data driven decision making
Additional essential Functions
- Promote active risk management through ongoing detection and resolution of compliance risks and breaches in accordance with SBG risk frameworks ensuring adherence to relevant legislation within a dedicated Procurement portfolio.
- Monitor and control standards for all procurement processes within a dedicated Procurement portfolio to ensure adherence by both external and internal parties to mitigate risk and protect the assets and reputation of the Standard Bank financial conglomerate.
- Stay abreast of regulatory and legislative developments in order to effectively address the impact of amendments and/or new legislation impacting procurement within a dedicated Procurement portfolio.
- Refine and embed the Group Procurement Framework and strategy within the allocated Procurement portfolio taking cognisance of the impact of the different jurisdictions, regulatory and legislative requirements and the growing complexities and challenges within the allocated portfolio.
- Identify and manage commercial, contractual, operational, financial, reputational, ethical and supply chain risks to minimise negative impact on the business objectives while encouraging innovation.
- Lead and drive procurement initiatives, optimising value, and decreasing costs within the dedicated portfolio providing a holistic view of supplier risk irrespective of category type.
- Lead the Procurement Function for a dedicated portfolio according to the Bank’s leadership principles and values, including employee lifecycle from recruitment through to exit, performance management, training and development, discipline and grievance management, retention and reward and people administration, to ensure a high-performance culture.
- Lead and drive the localisation, cascading and embedding of the Group Procurement strategy, policies and processes within the allocated portfolio to drive a value-add and proactive procurement business partnering model.
- Act as the lead negotiator when engaging with large-scale, multi-geography or global suppliers by fostering relationships within these global organisations and enabling a multi-pronged negotiation approach to ensure all internal stakeholders both within Group Procurement and across the SBG contribute in order to obtain buy-on and manage cost.
- Lead the supplier and business relationship by identifying a pipeline of sourcing and contract management initiatives, in partnership with the Procurement Sourcing team, based the allocated portfolio requirements.
- Identify opportunities to reduce procurement costs by monitoring procurement spend within the dedicated portfolio.
- Collaborate closely with the Procurement Sourcing Specialists to select suppliers, draft contracts and manage the business requirements ensuring the procurement process is streamlined.
- Provide innovative recommendations and guidance to Business Leaders within the allocated portfolio identifying opportunities to procure Goods and/or Services from global and/or local suppliers to optimise economies of scale, comply with applicable legislation and utilise resources more effectively.
- Manage the dispute resolution process for large scale, complex and/or multi-geography contract and/or servicing challenges ensuring global supplier service levels are maintained across all geographies.
Knowledge, Skills and Abilities
- A strong leader, great communicator and negotiator and an analytical mind capable of taking on the toughest challenges.
- Solid operational management and general business skills and savvy. Banking knowledge and experience is a key requirement.
- Working knowledge of finance and/or accounting in terms of budgeting, cost management, financial accounting, treasury, risk management, etc.
- Industry knowledge in terms of broad industry dynamics on the buy-side.
- Excellent communication skills and even better listening skills that allows the incumbent to build exceptional business partnering relationships and to get the “voice of the internal customer” for a specific portfolio.
- In-depth knowledge of sourcing and procurement principles and best practices.
- Strong negotiation skills to use for large commercial deals.
- Experience with modern sourcing and procurement systems.
- Familiarity with relevant legislative and regulatory requirements, as well as understanding of standard contractual terms and conditions to mitigate legal risk.
- Strategic mindset and problem-solving skills.
Behavioural Competencies
- Producing Output
- Providing Insights
- Resolving Conflict
- Directing People
- Team Working
- Upholding Standards
- Articulating Information
- Challenging Ideas
- Convincing People
- Embracing Change
- Establishing Rapport
- Following Procedures
Technical Competencies
- Specification Analysis
- Spend & Demand Analysis
- Deal Negotiation
- Dispute Negotiation
- Procurement Knowledge
- Procurement Process
- Purchasing
- Strategic Business Relationship Management
- Supplier Relationship Management
- Supply Chain Management
- Category Management
- Commercial Acumen
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Specialist: Product Control
Date: 31 Aug 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide specialist advise and support related to product control and meet pre-identified business needs, through the execution of predefined objectives as per agreed SOPs.
Qualification and Experience
- Qualified CA (SA)
- CFA would be advantageous
- 2-3 years Post Qualification Experience
Process
- 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.
- Maintain and develop reconciliation process between the daily risk / PnL attribution and source inputs (internal reporting reconciliation back to source inputs).
- Commentary and explanation of all attributable PL movements, in relation to market data movements and/or cashflows.
- Liaise with Group Risk (Liquidity, Market and Credit) with regards to the performance attribution.
- Provide ad hoc proof by first principle of various attributes of Profit and Loss.
- Provide input to the preparation of Exco and committee reports.
- Interface with other parts of Liberty around data and information requirements.
- Monitor asset valuation and portfolio transaction (including weekly sign-off).
- Work with Market Risk to maintain synchronisation between PnL (Profit and Loss) and Risk Sensitivities.
- Reconcile asset and liability values and also positions to Exchange / Blotters / Back Office / General Ledger.
- Maintain daily and weekly incident tracking, summarised commentary.
- Accurately document role and duties, and encourage cross-training.
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.
- Maintain and develop reconciliation process between source and Group Finance (including Tax) for both Assets and Liabilities.
- Liaise with Group Finance on potential enhancements to the finance process.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Technical Competencies
- Communication skills (Fundamental) (Basic)
- Written Communication (Basic)
- Supply chain management (Basic)
- Presentation Skills (Basic)
Behavioural Competencies
- Analytical Thinking (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Senior Specialist: Product Control
Date: 31 Aug 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
Responsible for evaluating the P&L data for risk and industry trends, as well as product efficiency in order to determine the progress of trader performance in line with the market.
Qualification and Experience
- CFA qualification with experience in investment industryIFRS accounting and valuation knowledge
- 5-8 years experience in a similar environment
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.
- Involved in the control and price testing, balance sheet and expense analysis.
- Test the market data and front office systems regularly and report accordingly.
- Daily sourcing and reporting on market position, PnL and Cash Flow information
- Maintaining and developing reconciliation process between the daily risk / PL attribution and source inputs
- Confirming of trades / positions booked daily into the various systems
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.
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.
Technical Competencies
- Financial Acumen (Intermediate)
- Financial Analysis (Proficient)
- Research and Information Gathering (Intermediate)
Behavioural Competencies
- Relationship Management and Networking (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Professional/Technical learning (Intermediate)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Snr Specialist: User Interface Design
Date: 28 Aug 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide advice and support in area of specialisation and enable the design, creation, development, documentation of user experience (UX).
Minimum Experience
3 – 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences
Additional Minimum Qualifications
Outputs
Process
- Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
- Understand the interdependence and integration of different systems and related processes to apply practically in an area of work.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Gather specification and related information in order to inform the architectural design of IT systems.
- Provide constructive and timeous feedback on work progress and problems encountered to relevant stakeholders.
- Research and examine current systems and consult users to obtain information to inform possible improvements.
- Write software and develop documentation and related operating manuals to increase the utility value of systems.
- Develop and deliver technical design solutions according to agreed standards that address business requirements within an agreed timeframe.
- 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.
Customer
- Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
- Provide support to ensure customer service delivery goal achievement in line with predefined standards and in support of operational objectives.
- Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
- 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.
Finance
- Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.
Learning and Growth
- Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
- 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
- IT Systems (Intermediate)
- Knowledge of IT Governance and Business (Proficient)
- IT Knowledge (Proficient)
- Functional Analysis and UAT (Proficient)
- Research and Information Gathering (Intermediate)
- Reporting and Interpretation (Intermediate)
- Customer Advice (Technical) (Intermediate)
Behavioural Competencies
- Professional/Technical learning (Intermediate)
- Organisation and Attention to Detail (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Personal Assistant (Cape Town)
Date: 27 Aug 2025
Location: Cape Town WC ZA, WC, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To deliver secretarial, general office and administrative support services to manager(s) and or team(s) through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 – 2 years experience in a similar environment
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04]
National Diplomas and Advanced Certificates [NQF Level 06] in Office Administration
Process
- Organise and arrange the logistical arrangements of meetings in an effective and efficient manner according to predefined standards.
- Process bookings, reservations and related tasks timely and accurately in order to ensure effective travel arrangements.
- Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
- Type, edit and generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Assist in the management of diaries and calendars effectively and efficiently in alignment with performance objectives.
- Perform secretarial duties effectively and efficiently in alignment with performance objectives.
- Maintains filing and records management system and other office flow procedures to ensure easy retrieval.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- 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
Technical Competencies
- Events and Meeting Coordination (Basic)
- Internal office administration (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Specialist: Benefits Counsellor
Date: 22 Aug 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide specialist advice and support to add value and enhance the organisations’ benefit structures, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Process
- Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
- 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.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Investigate costs and values of benefits such as wellness programs, employee assistance programs and flexible benefits plans.
- Advise on and contribute to the development of procedures and processes within area of specialisation for continued quality and service improvement.
- Escalate unresolved delivery and quality issues to operational management and process owners.
- 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.
- Draw on team technical knowledge and experience to identify and develop solutions to improve operational service and quality
- To provide a benefits counselling service to Liberty Corporate clients and financial advisers face to face, telephonically and via written correspondence.
- Have discussions with members and employers of all default fund strategies and any other options available to members of the fund.
- Engage with members of a fund and advisors to determine their financial freedom needs and provide them with clear and accurate factual information around the fund’s default strategies.
- Present information-sharing sessions on approved financial planning topics to enhance the knowledge of prospective members.
- Engage with advisors and members of a fund in order to highlight the features and benefits of products based on their financial wellness needs and in order to support their decision making process.
- Provide education to members via group presentations, telephone conferencing or satellite broadcasting.
- Assisting clients with the tracking and follow up of transactions in progress within the context of counselling services previously provided.
- Investigate client queries within the agreed service levels and ensure that clients receive timeous feedback whilst escalating client queries to the relevant department or stakeholder as necessary.
- Act as a lead and / or facilitator of quote requests and assisting clients with the processing of the required information and completed quotes.
- Providing factual information in response to queries regarding the investment performance (where applicable) of a fund’s chosen default strategies.
- Clarify and explain the fund’s default preservation and annuity strategy and philosophy to members seeking benefits counselling.
- Follow up on leads within required turn-around time in order to ensure that the client has an excellent customer experience.
Customer
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- 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
- Comply with and ensure the safekeeping of own work related records in alignment with organisational and legislative requirements.
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
- Ensure technical product and legislative knowledge is always current in order to, within the context of benefits counselling, propose and provide factual information about the most relevant and innovative client solutions.
Competencies
Technical Competencies
- Reporting and Interpretation (Basic)
- Compensation and Benefits (Intermediate)
- Legal Compliance (HR) (Basic)
- Knowledge of HR Policies & Procedures (Basic)
- Research and Information Gathering (Basic)
- Customer Advice (Technical) (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Intermediate)
- Interpersonal Effectiveness (Basic)
- Relationship Management and Networking (Basic)
- Teamwork and Cooperation (Basic)
- Problem Solving and Analysis (Basic)
- Communicating with Impact (Basic)
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
IAM is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Manager: Investments
Date: 22 Aug 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
to strategically design, manage, and optimize investment products for Corporate clients that align with both customer needs and the company’s financial goals. This role sits at the intersection of product development, investment strategy, regulatory compliance,
and customer experience.
Minimum Experience
3 – 5 years experience in a similar environment, of which 1 – 2 years at junior management level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
- A degree in Actuarial Science, Finance, Economics, or Business.
- Progress toward or completion of actuarial exams (e.g., ASSA, IFoA) is highly advantageous.
- Additional Certificates (e.g. CFA, CFP, MBA) can be beneficial depending on the focus of the role
Key Responsibilities
Product Strategy & Development
- Design and develop investment products and positioning.
- Conduct market research to identify trends, customer needs, and competitive gaps.
- Translate insights into innovative product features
Investment Oversight
- Collaborate with asset managers to align product offerings with investment strategies.
- Monitor fund performance and ensure alignment with product promises and risk profiles.
- Recommend changes to fund allocations or product structures based on market conditions.
Profitability & Performance Management
- Set pricing strategies and profitability targets.
- Track product performance (sales, persistency, claims, investment returns).
- Adjust product features or pricing to maintain competitiveness and profitability.
Regulatory & Risk Compliance
- Ensure all investment products comply with insurance and financial regulations (e.g., FSCA in South Africa).
- Manage product governance processes and risk assessments.
Competencies
- Product Development
- Product Knowledge
- Research and Information Gathering
- Professional/Technical learning
- Conceptual Thinking
- Financial Awareness
- Innovative Thinking
- Results Orientation
- Communication
- Networking / relationship management
IAM is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
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