Head, Money Management & Advisory Value Propositions

Posted 9 Days Ago
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Johannesburg, City of Johannesburg, Gauteng
7+ Years Experience
Financial Services
The Role
Looking for an Executive to lead Money Management and Advisory propositions, driving customer growth and enhancing client experiences. Responsible for developing strategies, providing strategic input, ensuring compliance, and promoting financial wellness through education initiatives. Must have a postgraduate degree in Business Commerce and 10 years of experience in financial advisory roles and managing income statements.
Summary Generated by Built In

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

We are looking for a highly skilled Executive to lead the development and execution of Money Management (MM) and Advisory propositions as part of our comprehensive customer value propositions (CVP). This position spans across the full spectrum of daily money management to long-term financial planning, providing strategic direction from ideation through to implementation. You will be responsible for driving customer growth, enhancing client experiences, and ensuring the sustainability of related financial outcomes for PPB South Africa segments (excluding Wealth and Investments).

Proposition Development: Lead the design, construction, and implementation of MM and Advisory value propositions, ensuring alignment with PPB’s vision of improving financial well-being for future generations.

Strategic Input: Provide guidance across various business functions, including product selection, strategy formulation, and frontline training, to position PPB as the trusted financial partner for customers.

Expert Leadership: Act as a trusted and credible subject matter expert (SME), contributing to the development of segment value propositions, product frameworks, and ensuring adherence to regulatory requirements.

Client Experience & Growth: Develop strategies that enhance client relationships through insights, data analytics, and tailored financial advice, enabling the front line to deliver personalized, holistic financial solutions.

Advisory Framework: Own and drive the integrated client experience capability for MM and Advisory, ensuring consistency in the delivery of financial advice across all customer segments.

Advisor Segmentation Strategy: Develop and implement an advisor segmentation strategy, including segmentation criteria, remuneration, and practice management to drive advisor effectiveness and alignment with PPB’s objectives.

Consumer Financial Education: Promote financial wellness through education initiatives for both staff and clients, integrating responsible lending into broader advisory and product value propositions.

Governance & Risk Management: Ensure compliance with regulatory and governance standards, including financial inclusion and education initiatives, while actively monitoring the performance of customer value propositions.

Collaboration & Innovation: Stay updated on local and international trends in money management and advisory services, sharing insights and best practices to continuously evolve and enhance our offering.

Qualifications

Minimum Qualifications
Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce
Experience Required
10 years experience in a financial advisory role and managing an income statement. Regulatory experience as it pertains to the financial advisory environment.

Additional Information

Behavioral Competencies:

  • Generating innovative ideas and solutions.
  • Strategic thinking with a long-term vision.
  • Offering insightful guidance and leadership.
  • Challenging assumptions and encouraging growth.
  • Maintaining composure under pressure and driving action.

Technical Competencies:

  • Advanced expertise in strategic planning, project management, and policy development.
  • Strong knowledge of financial needs analysis, advisor segmentation, and client relationship management.
  • Proficient in knowledge and quality management, ensuring high standards of delivery.
  • People Management: This role involves managing a team of 4-10 direct reports, with a player/coach leadership style.
The Company
Johannesburg
63,856 Employees
On-site Workplace
Year Founded: 1862

What We Do

As a brand with a legacy of 161 years in Africa, we have a deep understanding and belief in the boundless opportunities that this continent presents. Our vision extends beyond mere geography; it encompasses a profound recognition of the potential for growth that resonates within our people, customers, entrepreneurs, and all who share our unwavering commitment and passion for investing in Africa. With a presence in 20 countries across sub-Saharan Africa, we have cultivated a diverse community of the most skilled, innovative, and creative minds in the industry. Our purpose is to drive Africa's growth, acting as a catalyst for inclusive and sustainable economic development in the regions we serve. We strive to improve the lives of our fellow Africans by conducting business in an ethical and responsible manner. As a trusted partner, we consistently set higher standards and aspire to become better with each endeavour. We are more than just a banking institution; we are a driving force behind Africa's growth. Join us on this transformative journey. Together, we have the collective power to propel Africa into the future, making tangible progress for all who proudly call Africa home.

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