Advisor Liason Team Leader

Ninety One; Gqeberha; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A leading global asset manager seeks a skilled professional to manage team performance and client relationships. In this role, you will oversee HR processes, drive strategic sales meetings, and ensure compliance with service level agreements. The ideal candidate will have substantial experience in the LISP industry and a strong management background, fostering an innovative culture within the team.

Qualifications

• 5 to 7 years’ experience in the LISP industry.
• Experience in managing human resources and business processes.

Responsibilities

• Manage team performance across key performance indicators.
• Drive monthly strategic sales team meetings.
• Monitor and ensure SLA compliance rigorously.

Skills

Management

Client Relationship

Data Analysis

Education

Bachelor’s degree in Economics

Bachelor’s degree in Finance

Job description

About Ninety One:

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing R3.08 trillion in assets (as at 31.12.24).

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, after nearly three decades of organic growth, the firm demerged from Investec Group and became Ninety One. Today, the firm offers distinctive active strategies across equities, fixed income, multi-asset, and alternatives to institutions, advisors, and individual investors worldwide.

About the team:

Our team is responsible for servicing Financial Advisor Offices regarding our products, processes, transactions, web services, and general queries about client investments. We aim to provide excellent client service, striving to be the industry’s top service provider. We foster an innovative and entrepreneurial culture, encouraging the manifestation of these qualities within our service offerings.

In this role you will:

Workflow & Work Management:

• Proactively manage AWD dashboards and email communications.
• Make strategic decisions on case escalations with comprehensive follow-through.
• Monitor and ensure SLA compliance rigorously.
• Analyze and propose dashboard enhancements critically.

Human Resource Management:

• Manage team performance across key performance indicators.
• Translate organizational strategy into actionable team tactics.
• Embed company values and culture through active implementation.
• Lead diversity management and team collaboration efforts.
• Oversee recruitment processes, including interviewing and selection.
• Implement performance management processes.
• Develop training strategies for individuals and teams.
• Provide coaching and resolve conflicts professionally.
• Conduct operational planning and manage staff capacity.
• Monitor team performance trends and proactively address issues.
• Manage quality assurance processes.
• Execute strategic succession planning.

Phone Call Management:

• Implement call tracking systems.
• Generate management reports on consultant performance.
• Manage inbound and outbound phone interactions.

Client Management:

• Drive monthly strategic sales team meetings.
• Develop data-driven agendas on value-added topics.
• Analyze client profiles and trends.
• Analyze transaction patterns, client behavior, and service usage.
• Build relationships with top twenty clients.
• Identify and mitigate threats and capitalize on opportunities.
• Monitor vendor performance metrics.

Vendor Management:

• Represent the company in vendor meetings.
• Negotiate with service providers to maximize value.

Projects/Analysis:

• Gather project requirements.
• Make resource allocation decisions.
• Conduct post-implementation assessments.
• Develop business cases for new initiatives.
• Generate insights for management.
• Manage complex cases and conduct UI testing.
• Serve as subject matter expert on legislative, compliance, and regulatory themes.

Qualifications:

• 5 to 7 years’ experience in the LISP industry.
• Strong management skills.
• Experience in managing human resources, business processes, change, dashboards/data, capacity, and client relationships.
• Knowledge of Linked Products, Unit Trusts, and Offshore Funds or relevant financial services experience.
• 3-year relevant Bachelor’s or Commercial degree in Economics and/or Finance.
• Additional certifications: SAIFM, CFA, CFP.

Desired Attributes:

• Ability to build and maintain meaningful relationships.
• Results-driven mindset.
• Client-focused and collaborative approach.
• Ambition balanced with decency and humanity.