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 to prepare financial information for all stakeholders of the business for informed decision making and to support the business.
Qualification and Experience
- Qualified CA with 4 years Post Article experience
- IFRS17 (Insurance background)
- Management skills to deal with teams in countries
- Responsible for consolidating of reports for the Group
- TAX knowledge
- African Countries experience will be advantageous
Process
- Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
- Adhere to identified best practices in providing advice and support from a specialist perspective.
- Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
- Source, collate, analyse and interpret financial information in order to support the review of the financial performance of the business.
- Contribute to and assist in the effective execution of internal and external audits, financial statement generation and regulatory submissions.
- Ensure accurate reconciliation of financial transaction records to supporting documentation to enable verification of the validity of transactions.
- 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 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
- Forecast financial risks and elevate as required.
- 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
- Ensure that established accounting standards, procedures and processes are adhered to, in compliance with legislative regulations.
- 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 Management (Intermediate)
- Research and Information Gathering (Intermediate)
- Financial Accounting (Proficient)
- Efficiency improvement (Proficient)
- Reporting and Interpretation (Intermediate)
- Financial Acumen (Intermediate)
- Customer Advice (Technical) (Intermediate)
Behavioural Competencies
- Professional/Technical learning (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.