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Administrator: Data Analyst
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 perform data analysis administrative duties, 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
Higher Certificates and Advanced National (Vocational) Certificates [NQF Level 04] in Finance Economics and Accounting
Additional Minimum Qualifications
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.
- Effectively extract, consolidate and analyse data to enable the optimal interrogation thereof in order to provide reliable management information.
- Analyse data and provide monthly reports that reflect insight into tendencies and patterns.
- Continuously update data measuring complaint/s quality outputs and ensure availability for analysis purposes.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- 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
- 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.
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
- Data Analysis (Intermediate)
- Research and Information Gathering (Intermediate)
- Reporting and Interpretation (Intermediate)
Behavioural Competencies
- Analytical Thinking (Intermediate)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (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.
Click here to apply
Manager: Investment Admin
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 plan, manage and monitor the implementation of investment activities in order to deliver on approved operational plans in an affective and efficient manner.
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
Outputs
Process
- Ensure the accurate operation of rates and terms related to financial service offerings.
- Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
- Collect and collate information into a usable format in order to provide information related to the development of investment ideas.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
Customer
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Ensure the provision of sound consulting services and recommendations based on customer and client needs, current information and trends.
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Competencies
Liberty Values
Technical Competencies
- Risk Awareness (Intermediate)
- Conflict Resolution (Intermediate)
- Investment Management (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Business Acumen (Intermediate)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- Organisation and Attention to Detail (Proficient)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (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.
Click here to apply
Specialist: Account Manager (INN8) Cape Town
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 fulfil adviser (client) instructions for an assigned panel and thereby ensuring a seamless INN8 experience, as well as acting as the main point of contact for any escalation queries.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Additional Minimum Qualifications
Outputs
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.
- Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets customer needs. Take personal accountability for delivery.
- Take end-to-end ownership of transactions to ensure accurate record-keeping.
- Ensure all cases of recurring problems are identified and rectified promptly.
- Maintain appropriate records on CRM in line with process.
- Ensure data (activity, sales and experience) is captured and reported accurately for their panel.
- Provide insights to the SRM and other key role players based on their panel data.
- Maintain customer service levels aligned to agreed Service Level Agreements and ensure that high service levels are met, maintained and continuously improved.
- Proactively identify problems, determine cause and effect and work with Leadership to find solutions.
- Identify opportunities for continuous improvement and sustainability of processes and practices to enhance service excellence. Perform various other related duties as required to facilitate the productivity of the department.
Customer
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Act as the first point of contact for incoming queries and interaction with advisers to ensure their queries are dealt with professionally and resolved in accordance with operational goals and standards to provide the highest levels of service to advisers.
- Liaise with other business areas (such as GIP).
- Liaise directly with SRM regarding any adviser requests/queries accordingly and keep them updated.
- Develop an in depth understanding of the advisers and their needs, addressing queries and requests timeously, following issues through to resolution.
- Foster a creative, collaborative and adviser focused relationship with all internal stakeholders to deliver solutions that are effective, pragmatic, and risk appropriate.
- Support the SRM to develop, record, implement and track his or her strategies with advisers in their panels
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
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.
- Ensures compliance with applicable regulations and legislation and adherence to risk guidelines, procedural controls, standards, policies and procedures.
Competencies
Liberty Values
Technical Competencies
- Research and Information Gathering (Basic)
- Functional Policies and Procedures (Intermediate)
- Continuous Process Improvement (Intermediate)
Behavioural Competencies
- Analytical Thinking (Basic)
- Customer Orientation (Basic)
- Customer service orientation (Intermediate)
- External Awareness (Basic)
- Interpersonal Effectiveness (Basic)
- Relationship Management and Networking (Intermediate)
- Teamwork and Cooperation (Basic)
- Problem Solving and Analysis (Basic)
- Communicating with Impact (Basic)
- Persuading and Influencing (Basic)
- Driving for Excellence (Basic)
- Leading Change (Basic)
- Entrepreneurial and commercial thinking (Basic)
- Professional/Technical learning (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.
Click here to apply
Customer Liaison Officer (Cape Town)
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 support services in order to improve the customer experience 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] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- Ensures that the customers are serviced according to the standard operating procedures.
- 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.
- Prepare or compile agenda packs and documentation for Trustee/ManCom meetings.
- Assist with the compilation of minutes of Trustee/ManCom meetings.
- Assist with sourcing technical and legal advice to be provided to clients.
- Assist with daily administration issues on retirement funds in the portfolio.
- Facilitate the production and distribution of member benefit statements to clients.
- Assist with the annual rate review process on retirement funds.
Customer
- Liaise and interact with customers via approved communication channels in a positive and helpful manner.
- Build and maintain contact with customers to promote organisational products and services.
- 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
Liberty Values
Technical Competencies
- Product Related System Application (Basic)
- Communication skills (Fundamental) (Intermediate)
- Customer Liaison (Basic)
- Product and/or Service Knowledge (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Customer service orientation (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.
Click here to apply
Service Agent
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 deliver service agent services 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
Higher Certificates and Advanced National (Vocational) Certificates [Level TBA: Pre-2009 was L4] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- 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
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Deliver on service level agreements made with internal and external stakeholders that meet or exceed client expectations.
- Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
- Build and maintain contact with customers to promote organisational products and services.
- 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
Liberty Values
Technical Competencies
- Product Related System Application (Basic)
- Query resolution (Basic)
- Customer Liaison (Basic)
- Product and/or Service Knowledge (Basic)
- Business Administration Skills (Basic)
Behavioural Competencies
- Interpersonal Effectiveness (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.
Click here to apply
Lead Specialist: Employee Benefits Consulting
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
Develop the value proposition and delivery of benefit consulting and Investment Consulting advice for large corporates/multinational clients
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 Generic Management
Process
- Determine resource allocation priorities and deployment necessary to support the effective integration of processes and development of practice/s.
- Influence the design and drive the implementation of a customer service framework, ensuring effective delivery of a comprehensive range of services.
- Pursue business opportunities and develop customer relationships for the acquisition of new business in line with identified targets.
- 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.
- Participate in efforts to develop innovative enhancements to business models and solutions in the EB/Corporate market.
- Co-develops EB consulting solutions with the product team and distribution that meet specific client needs.
- Provides an advisory role to Trustees, Advisory Committee, Management Committee and members of retirement funds
- 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
- Manages relationships with 3rd party providers, strategic partners, sales channels, and solution specialists;
- Provides high level EB/Corporate benefits structuring and investment advice
- Creates sales opportunities by developing market awareness and drives a market penetration strategy for the identified markets.
- 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
- Keep abreast of industry developments and develop networks for market intelligence, informed decision making and competitive advantage purposes.
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
Governance
- Implement and provide input into the development of governance, compliance, integrity and ethics processes within area of specialisation.
- Provide high quality customer service through the delivery of compliant and accurate documentation to ensure that FAIS requirements are met.
- 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
Technical Competencies
- Service Delivery (Proficient)
- Research and Information Gathering (Proficient)
- Reporting and Interpretation (Proficient)
- Developing sales (Proficient)
- Customer Advice (Technical) (Proficient)
- Product Development (Proficient)
- Insurance products and services (Advanced)
- Customer Relationship Management (Proficient)
Behavioural Competencies
- Professional/Technical learning (Proficient)
- People Management and Empowerment (Proficient)
- Interpersonal Effectiveness (Proficient)
- Problem Solving and Analysis (Proficient)
- Teamwork and Cooperation (Proficient)
- Customer service orientation (Proficient)
- Communicating with Impact (Proficient)
- Relationship Management and Networking (Advanced)
- Customer Orientation (Proficient)
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.
Click here to apply
Manager: Business Development
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Stanlib’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.
Purpose
To plan, manage and monitor the implementation of business development activities in order to deliver on approved operational plans in an affective and efficient manner.
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 Generic Management
Additional Minimum Qualifications
CFP is required
Outputs
Process
- Apply models and techniques which enable tracking, reporting and monitoring of business related information.
- Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
- Develop and implement approved business plans and initiatives in order to grow the business.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
Customer
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Ensure the provision of sound consulting services and recommendations based on customer and client needs, current information and trends.
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Competencies
Liberty Values
Technical Competencies
- Conflict Resolution (Intermediate)
- Building a business case (Intermediate)
- Strategic Planning (Intermediate)
- Business Acumen (Intermediate)
- Business Interaction (Intermediate)
Behavioural Competencies
- People Management and Empowerment (Intermediate)
- Relationship Management and Networking (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Judgment and decision making (Intermediate)
Speak to your HR representative or visit our career site for opportunities within your area.
Click here to apply
Specialist: Human Capital (Temp)
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Purpose
To provide specialist advice and support in the implementation of area of specialisation, planning and associated service delivery processes; enabling the provision of sound human resources expertise.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Human Resources
Process
- Advise on the application of design methodology by enabling line management and HR practitioners to effectively apply appropriate tools and techniques.
- 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.
- Provide support to assist the organisation during restructuring exercises.
- Use theoretical guidelines such as Standard Integrated People Practices, to diagnose HR problems and generate workable solutions.
- Assist with the seamless integration and implementation of effective HR processes, programs and practices into daily operations.
Customer
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
- Provide HR consulting services and recommendations based on customer and client needs, current information and trends analyses.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
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.
Competencies
Technical Competencies
- Research and Information Gathering (Basic)
- Human Resource Operations (Intermediate)
- Legal Compliance (HR) (Basic)
- Strategic HR Business Partnering (Intermediate)
- Knowledge of HR Policies & Procedures (Intermediate)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Analytical Thinking (Basic)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Click here to apply
Specialist: Business Integration
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 related to business integration services, in order to achieve predefined goals, 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 Office Administration
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.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Assist in conducting impact assessment of all initiatives / deliverables.
- Define and coordinate all training, change management, communications and activations activities required to support deliveries.
- Develop, socialise and execute on activation plans.
- 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
- Provide support to ensure workflow items, escalations and queries are resolved within SLA in order to promote customer satisfaction and retention.
- Contribute to and Implement processes in order to build service delivery excellence according to TCF principles and encourage others to provide exceptional customer service.
- Builds relationships and interacts positively with clients and act as ambassador of the organisational brand.
- Identifies improvement needs relating to client and adviser service and support, and develops procedural guides to improve effectiveness of associated services.
- Builds and maintains stakeholder relationships for the purposes of expectation management, knowledge sharing and integration.
- 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
- Implements and provides input into development of governance.,compliance, integrity and ethics processes within area of specialisation
- 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
- Research and Information Gathering (Basic)
- Efficiency improvement (Intermediate)
- Training (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- Professional/Technical learning (Basic)
- Interpersonal Effectiveness (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.
Click here to apply
Call Centre Agent: Outbound (Cape Town)
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 contact prospective customers to sell products and achieve set targets in compliance with set quality standards 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] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- 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
- Liaise and interact with customers via approved communication channels in a positive and helpful manner.
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Conduct outbound call centre calls in a professional manner, ensuring an excellent and accurate client service enhancing org reputation.
- Conducts financial needs analysis and generates sales of Liberty products by matching client needs to relevant Liberty product.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Achieves monthly sales targets and production requirements by ensuring that customer leads and prospective customers translate into professional needs based sales revenue.
- 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
Liberty Values
Technical Competencies
- Legal Compliance (Sales) (Basic)
- Customer Understanding (Basic)
- Handling Difficult Calls (Intermediate)
- Telephone and face to face sales (Intermediate)
- Sales life cycle management (Basic)
- Developing sales (Basic)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (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.
Click here to apply
Branch Manager (New Castle)
Location: Durban KZN ZA, NL, 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
To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.
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 Generic Management
Additional Minimum Qualifications
RE 5 (With 120 Credits)
RE 1 (Advantageous)
Key Responsibilites
- Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
- Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
- Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
- Manage branch operations.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
Customer
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
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.
Click here to apply
Specialist: Sales Optimisation
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 optimise sales outcomes through data analytics methods and techniques requiring the construction, maintenance and expansion of data analytics and leveraging this and existing capabilities to drive meaningful business initiatives. Ensures the accuracy and consistency of data used in rewards and recognition models, contributing to the financial adviser value proposition, and provide support to the sales channel through query management.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas Mathematical in Computer and Finance
Undergraduate degree in Actuarial Science, Data Science or similar. Knowledge of data science techniques, calculations and principles.
Process
- Provides regular management information to the leadership of the division that assists in enabling decision-making.
- Proactively identifies areas where improvements can be made to current systems and/or processes.
- Engages with a wide range of stakeholders across different levels of the organisation
- Scan the external environment, investigate alternative operating plans or models and offer specialist advice to deliver a competitive advantage.
- Develop and implement research methodologies and techniques that enable business reporting and decision making.
- 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 enhance existing recognition and reward frameworks ensuring commercial alignment and optimising profitability.
- Translate technical information into useable business intelligence to support effective decision making.
- Building models to address business problems.
- Presenting information using data visualisation techniques.
Customer
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
- Provide input to product focused teams on commercial viability of product launches, changes and enhancements.
- Build and maintain strong relationships with key internal and external stakeholders to facilitate delivery and implementations of initiatives being driven.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
- Draw on own technical or professional knowledge and experience to identify opportunities and develop solutions to solve practice related and tactical problems.
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
Data Tools Prodiciency
Competency Definition: Able to use data tools and technologies such as SQL, Excel, Power Query, and Power BI to extract, transform, analyse, and present data in support of business and sales operations.
Behavioural Indicators:
• Demonstrates proficiency in writing SQL queries to retrieve and manipulate data from various sources.
• Uses Excel and Power Query to clean, transform, and prepare data for analysis and reporting.
• Builds and maintains Power BI dashboards that provide clear, actionable insights to stakeholders.
• Applies technical skills to support data accuracy, streamline reporting processes, and respond to queries from the sales channel.
Additional Technical Competencies
- Data Analysis (Intermediate)
- Research and Information Gathering (Basic)
- Business Acumen (Intermediate)
Additional Behavioural Competencies
- Professional/Technical learning (Basic)
- Analytical Thinking (Intermediate)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (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.
Click here to apply
Tele-underwriting Agent
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 deliver nurse booking operational and administrative support services 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] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Effectively and efficiently administer nurse bookings, ensuring data are recorded accurately.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Arrange medical appointments for nurses and new and existing customers via call centre and/or e-mail.
- Inbound and outbound call centre for query resolution.
- Liaise with relevant stakeholders to perform query resolution.
Customer
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- 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
Liberty Values
Technical Competencies
- Product Related System Application (Basic)
- Internal office administration (Intermediate)
- Planning and Controlling (Fundamental) (Intermediate)
- Administration (Intermediate)
- Product and/or Service Knowledge (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (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.
Click here to apply
Manager: 3rd Party Contracts
Location: 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 contribute to the strategic direction of the 3rd Party Contract and Commercial Management portfolio and ensure that the implementation of the strategy is aligned to the overall Standard Bank Group (SBG) strategy. To provide comprehensive, complex contract and commercial solutions in order to manage and regulate service level agreements between Standard Bank and suppliers through guiding and directing the translation of contractual obligations.To contribute to the strategic direction of the 3rd Party Contract and Commercial Management portfolio and ensure that the implementation of the strategy is aligned to the overall Standard Bank Group (SBG) strategy. To provide comprehensive, complex contract and commercial solutions in order to manage and regulate service level agreements between Standard Bank and suppliers through guiding and directing the translation of contractual obligations.
Minimum Experience
3 – 5 years experience in a similar environment
5 – 8 years experience in a similar environment, of which 3 – 4 years at management level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences
Essential Functions
- Contribute to the development of the 3rd Party Management Contract and Commercial strategy and ensure the implementation of it through providing direction on service level agreements and translating contractual obligations based on developed road maps.
- Develop and manage the Management Information Systems (MIS) dashboard to monitor the health of the client and business to assure alignment to the bank’s customized needs and the developed supplier road maps.
- Develop collaborative relationships with CIO’s and business stakeholders and be a custodian of key stakeholder engagement and management of Contract and Commercial engagements in 3rd Party Management and interaction with key stakeholders across all business lines.
- Develop reports and present to MANCO and Risk Committees on a quarterly and yearly basis on identified challenges and arising complexities from the commercial contractual engagements between the bank and suppliers. Develop mitigating strategies for identified gaps within the portfolio and report on the implementation of these strategies within these committees.
- Develop, manage and execute client account plans by monitoring and evaluating contractual transactions, in order to keep these plans aligned to the bank’s strategy while ensuring value to the bank.
- Keep abreast with evolving technological trends to ensure that the 3rd Party Contract and Commercial Management portfolio within the bank is in use of the most efficient and effective technology in execution of its portfolio.
- Lead 3rd Party Contract and Commercial Specialist in the effective achievement of strategy by setting goals, managing performance, developing, coaching and mentoring the team to enable a culture of high performance, accountability and excellence.
- Maintain accurate contractual engagements according to standards set on the Sub-Guidance Note 5 of 2017 Framework and other regulatory bodies. Keep abreast with regulatory developments and legislation on contract management and updated procurement processes at a national and international spectrum.
- Support the strategic initiatives of Chief Information Officers and Heads of departments by providing guidance on contractual engagements based on supplier developed road maps, across all business units.
- Translate the commercial commitments into contractual agreements between the bank and the supplier to manage billing and ensure it is aligned to contractual obligations. Account for aligned and applicable calculations to related penalties to assure adherence to broader finance and risk requirements.
Competencies
Behavioural:
- Developing Strategies
- Directing People
- Documenting Facts
- Embracing Change
- Empowering Individuals
- Examining Information
- Generating Ideas
- Interacting with People
Technical:
- Business Continuity and Disaster Recovery Planning
- Business Process Improvement
- Change Control and Management (IT)
- Database Administration
- Emerging Technology Monitoring
- Financial Management (IT)
- IT Strategy & Planning
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.
Click here to apply
Senior Specialist: Information Security Lead
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
Supporting the CISO by strengthening information security practices and capabilities, driving cultural awareness and change, developing metrics and reporting, and overseeing financial and risk management—serving as a key management team member in delivering the Information Security strategy
Qualifications and Certifications
- Bachelor’s Degree and Advanced Diploma in IT and Computer Sciences
- Relevant certifications such as CISSP and/or CISM (Non Negotiable)
Minimum Experience
- 8–10 years’ experience in a similar environment, with at least 3–4 years at management level.
- Proven expertise in information security, IT strategy, governance, and risk management.
- Strong business acumen and stakeholder management.
- Advanced skills in IT strategy, risk management, and financial management.
- Demonstrated ability to drive change, lead teams, and influence across the organisation.
- Excellent communication and leadership skills
Key Responsibilities
- Drive the implementation of the Group Information Security Strategy across all geographies.
- Lead strategic programmes and participate in governance forums, steering committees, and working groups.
- Develop and monitor security metrics, ensuring regular reporting to executives and the board.
- Champion culture, change, and awareness programmes to embed a strong security mindset.
- Oversee governance, compliance, and regulatory reporting.
- Build and mature security capabilities, including partnerships with universities and professional programmes.
- Lead and mentor a team within the Strategy Enablement function, ensuring performance excellence and succession planning.
- Engage with internal and external stakeholders, acting as a thought leader in industry forums.
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.
Click here to apply
Business Applications Support Analyst
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 related to business application support services, in order to achieve predefined goals, through the execution of predefined objectives as per agreed SOPs. To support both Run and Build capabilities in both project initiation and the provision of Production Support. To build and maintain sound relationships with stakeholders across the suite of Production Services and Business Process to ensure uninterrupted business and application services. Assist in defining the measure of future success with business as related to the provision and production and application support.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications and Experience
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences
- SQL/PSQL and COBOL Experience (Essential)
- Automation Experience (Advantageous)
Key Responsibilities
- 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 & support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Support both the day to day operations (RUN) across the Risk Value Chain and Investment Value Chains as well as developing the Long term vision of the IAM Growth Strategy.
- Support the build prioritised projects and changes to production systems as required.
- Collaborate with developers, Architects, Production Support Resources and Business Representatives to identify and implement best fit solutions for production errors and service interruptions.
Technical Competencies
- IT Systems (Intermediate)
- IT Knowledge (Intermediate)
- Data Analysis (Basic)
- Awareness of the SDLC (Basic)
- Risk Awareness (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Team coordination (Intermediate)
- Communicating with Impact (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.
Click here to apply
Chief Specialist: Strategy
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Stanlib’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.
Purpose
Provide complex advice and support in facilitating long term strategy development.
Minimum Experience
10+ years experience in a similar environment, of which 5 – 7 years ideally at executive specialist level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 08] in Generic Management
Additional Minimum Qualifications
Outputs
Process
- In collaboration with stakeholders, define a research plan to address areas of concern, opportunities and/or areas requiring further investigation.
- Provide expertise and support to identify, develop, implement and enhance strategic business opportunities in support the organisational mandate.
- Provide strategic oversight as well as related advisory and evaluation services from a professional and knowledge perspective.
- Create business sustainability through environmental, social and transformational agendas.
- Accountable for advising on and contribute to the formulation of functional operating models related to an area of specialisation, ensuring functional value-chain integration.
- Proactively identify cross-functional problems, determine the impact, patterns and trends to identify optimal alternatives and optimal solutions, anticipating future challenges.
- Plan for effective area of specialisation implementation across the value-chain in alignment with strategic objectives and priorities and specify the required measurements to monitor performance effectiveness.
Customer
- Promote a customer-centric view of the organisation and promote the organisation with other thought leaders and stakeholders, related to area of specialisation.
Finance
- Direct budgeting for efficient and effective operations by translating strategic objectives into goals with specific output and targets associated with the area of specialisation.
Learning and Growth
- Contribute to the effective implementation of fit-for-purpose human capability across disciplines in support of effective people management strategies related to the area of specialisation.
Governance
- Translate the organisational risk and governance management model into a compliance framework and policies that apply to an area of specialisation across value chains, enabling the management of critical risks.
Competencies
Liberty Values
Technical Competencies
- Building a business case (Advanced)
- Research and Information Gathering (Advanced)
- Reporting and Interpretation (Advanced)
- Strategic Planning (Advanced)
Behavioural Competencies
- External Awareness (Advanced)
- Professional/Technical learning (Advanced)
- People Management and Empowerment (Advanced)
- Problem Solving and Analysis (Advanced)
- Relationship Management and Networking (Advanced)
Speak to your HR representative or visit our career site for opportunities within your area.
Click here to apply
Branch Manager (Welkom, FS)
Location: Welkom FS ZA, FS, 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
To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.
Minimum Experience
3 – 5 years experience in a similar environment, of which 1 – 2 years at junior management level
Critical Job
- Long term insurance sales leadership experience.
FAIS Requirements
RE05
120 FAIS credits
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Process
- Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
- Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
- Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
- Manage branch operations.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
Customer
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
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.
Click here to apply
Senior Manager: Infrastructure & Vendor Management
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.
Business Unit
The Investment Platform team is building a new and exciting financial services business which will provide a leading-edge investment platform and supporting services to independent financial advisers as well as tied advisers within Standard Bank and Liberty. You will play a key role in delivering this innovative and groundbreaking solution, transitioning our current LISP business, and supporting the vision of becoming the number one investment platform in South Africa
Purpose
The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences. You will lead our infrastructure team and drive excellence across service delivery, operational support, and strategic technology initiatives. This role is pivotal in ensuring the reliability, security, and scalability of our IT infrastructure while managing vendor relationships and fostering a high-performing team culture.
Key Responsibilities
Service Management & Operations
- Oversee Service Support Management and ensure timely resolution of incidents and service requests.
- Manage the Service Lifecycle, ensuring services are designed, transitioned, operated, and improved effectively.
- Lead Asset and Configuration Management, maintaining accurate records of hardware, software, and configuration items.
- Implement and optimize Monitoring tools and processes to ensure proactive issue detection and resolution.
Supplier & Vendor Management
- Manage relationships with third-party vendors and service providers in a Managed Service Environment.
- Ensure SLAs and KPIs are met and drive continuous improvement across supplier performance.
Cybersecurity & Risk Management
- Collaborate with security teams to ensure robust Logical Access Management, Vulnerability Scanning, and Patch Management.
- Maintain compliance with cybersecurity standards and contribute to risk mitigation strategies.
Leadership & People Management
- Lead, mentor, and develop a team of infrastructure professionals.
- Foster a culture of accountability, innovation, and continuous learning.
- Align team objectives with broader organizational goals and technology strategy.
Experience
- At least 5 years’ experience in a similar role
- An understanding of South African Investment Platforms and platform operations and regulations.
- Proven experience in leading infrastructure teams within a Managed Service or enterprise IT environment.
- Strong understanding of ITIL and COBIT frameworks and their practical application.
- Deep knowledge of cybersecurity principles, including access control, vulnerability management, and patching.
- Experience with infrastructure monitoring tools and asset/configuration management systems..
- Demonstrated ability to manage complex supplier ecosystems and negotiate contracts.
- Experience in building successful relationships and working collaboratively with external vendors
- Strong leadership skills with a track record of building high-performing teams.
- A strong understanding of change management processes
- A broad enterprise-wide view of the end-to-end business and a relevant degree of appreciation for strategy, processes, and capability, enabling technologies, and governance.
- Lead incident response and disaster recovery simulations
- Knowledge of network architecture, server and storage infrastructure, cloud services (AWS, Azure, Google Cloud).
- Knowledge of LINUX, Unix, Windows, Citrix, Control-M and AppDynamics.
Competencies
- Communicating with Impact: Communicates effectively in both the written and verbal format delivering clear, succinct messages.
- Customer Service: Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets their needs. Take personal accountability for delivery.
- Driving for Excellence: Approaches work in an orderly and systematic manner to ensure the achievement of high-quality customer service.
- Analytical Thinking: Understands a situation or problem by breaking it into smaller pieces and tracing the implications of a situation in a step-by-step way.
- Entrepreneurial and Commercial Thinking: Understands the economic environment and able to make well informed business decisions.
- People Skills: The ability to influence a wide range of diverse individuals and groups positively.
- Resilience: Responds to stressful situations in a calm and proactive manner and keeps self and team focused on balancing personal energy with business result.
- Teamwork and Cooperation: Cooperates with others to accomplish common goals.
- Persuading and Influencing: The ability to persuade, convince and influence others for the purpose of achieving desired results.
- Leading Change: Continually looks for and encourages others to see opportunities for new and innovative approaches to solving organisational problems.
- Trust and Integrity: Shows sincerity, honesty and consistency in words and actions.
Minimum Qualifications
- Bachelor’s degree in Computer Science, Information Technology, or related field (Master’s preferred).
- ITIL Foundation (minimum), with Practitioner or Expert level certifications highly desirable.
- COBIT certification or demonstrable experience with COBIT governance principles.
Liberty Values
Suitability for Persons with Disability
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: Broker Consultant
Location: Cape Town WC ZA, WC, ZA
Company: Liberty Group Limited
Liberty’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.
Purpose
To provide advice & support to brokers & IFA’s that engenders their trust & support in selling Liberty business to theirclients. Develop, maintain & grow business relationships to increase market share through execution of defined salesobjectives.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting
Additional Minimum Qualifications
CFP qualification will be advantageous
Outputs
Must be fluent in Afrikaans
Process
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
- Ensures that underwriting practice and rules are fully understood and appreciated.
- Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
- 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
- Provide sound consulting services and recommendations based on customer needs, current information and trends.
- Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
- Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
- Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
- Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
- 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 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
- Customer Understanding (Intermediate)
- Sales life cycle management (Intermediate)
- Research and Information Gathering (Basic)
- Insurance principles and practice (Intermediate)
- Reporting and Interpretation (Basic)
- Developing sales (Intermediate)
- Customer Advice (Technical) (Basic)
- Insurance products and services (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
- Entrepreneurial and commercial thinking (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Basic)
- Customer Orientation (Basic)
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.
Click here to apply
We wish you all the best with your applications
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