Aquarius Recruitment Specialists

5 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Cape Town, South Africa
Aug 16, 2018
Permanent
Purpose of the Role:These consultants are to work in the Home Loans environment and will only have this oneproduct. The individuals must have a strong sales background and successful in achievinga competitive target. Competencies and Experience:• The incumbent must have at least 5 years’ experience in Sales• Preferred to have between 3 and 5 years of Home Loan product sales experienceto prospective customers• The incumbent must be resilient and have the ability to work independently andbeing on the road on a frequent basis• The incumbent must be a strategic thinker and coordinate tactics and strategiesthat will add value to our business Requirements:• Must have completed Grade 12 or NQF level 4 qualification• Preferred qualification: NQF 5• Must have a valid driver’s licence• Must have reliable transport• Must have at least 5 years sales experience• Must be a sales hunter• Preferred Home Loan sales experience• Must be willing to travel
Aquarius Recruitment Specialists Cape Town, South Africa
Aug 08, 2018
Permanent
Job Purpose To develop, implement and monitor the investment offering for the company, in line with the company strategy. Job Responsibilities • Provide quantitative and qualitative support to retail and institutional teams • Conduct research on optimal strategies for low cost funds used in retail and institutional markets (eg. multi-asset passive portfolios)• Meet with clients and stakeholders – present and build relationships• Contribute to a culture conducive to the achievement of transformation goals by participating in culture building initiatives (e.g. staff surveys etc)• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company• Evaluate performance of fund/investment through regular review• Develop software proficiency to deliver required outputs• Develop sound product and industry knowledge• Assess the impact of regulation on the business and implementing required changes• Interact with internal and external clients to assess needs and provide solutions • Provide feedback and presentations to stakeholders.• Develop and use collaborative relationships to facilitate the accomplishment of work goals People Specification • Essential Qualifications - NQF Level• Matric / Grade 12 / National Senior Certificate• Advanced Diplomas/National 1st Degrees Preferred Qualification • Chartered Financial Analyst (CFA) / Masters of Business Administration (MBA) /M.Com (Finance specialisation) Type of Exposure • Conducting root cause analysis • Working with a group to identify alternative solutions to a problem• Analysing situations or data that requires an evaluation of multiple factors • Interacting with diverse people • Building and maintaining effective relationships with diverse internal and external stakeholders • Developing ways to minimise risks • Analysing and interpreting qualitative and quantitative data • Drafting reports • Interacting with various levels of management • Managing conflict situations • Managing multiple projects • Influencing stakeholders to obtain buy-in for concepts and ideas• Answering customer questions • Sharing information in different ways to increase stakeholders understanding • Communicating complex information orally • Communicating complex written information• Brainstorming ways of improving a product or situation • Challenging the status quo with a view to improving the environment or people's understanding • Identifying trends • Checking accuracy of reports and rec • Communicating standards to others• Conducting gap analysis • Comparing two or more sets of information • Coordinating and securing buy-in from internal stakeholders • Conducting a needs analysis • Preparing and delivering a presentation • Writing business proposals • Providing professional advice/opinion • Using different approaches in new work situationsMinimum Experience Level • Minimum of 3 years of experience preferably in an asset consulting, investment or quantitative analyst role• Data science, programming skill preferred Technical / Professional Knowledge • Banking knowledge • Banking procedures • Business principles • Business terms and definitions • Business writing • Communication Strategies • Data analysis • Governance, Risk and Controls • Industry trends • Microsoft Office • Principles of financial management • Principles of project management • Relevant regulatory knowledge • Relevant software and systems knowledge • Research methodology • Decision-making process • Cluster Specific Operational KnowledgeBehavioural Competencies • Aligning Performance for Success • Building Partnerships • Coaching • Customer Focus • Driving for Results
Aquarius Recruitment Specialists Sandton, South Africa
Jul 31, 2018
Permanent
Job Description• This position is within the Retail Division and the candidate will be reporting to the• Team Coordinator.• The job requires the candidate to work actively within a team and its daily processes• and procedures.• The candidate will be responsible for ensuring that all incoming work is seen to, that• any pending work is followed up on time to ensure that the case is finalized and to• maintain contact with IFA's and clients.• This person will need to be flexible, energetic, and trustworthy, organized, self disciplined,• and enjoy working in a team environment.Main responsibilities• Validating all incoming instructions with regards to• Various legislative requirements relating to all applicable products• Completeness and accuracy of instruction from client/broker• Proof of payment or money transfer• FICA requirements complied with (where relevant)• Processing of incoming instructions in respect of• New business transactionso Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)o Amendments to existing static data (investors, advisors, employers)o Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.• Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently.• Providing clients/ IFA's with superior levels of service.• Maintaining records of all interactions with clients / IFA's on Siebel CRM.• Correct and timeous rectification of errors. Qualifications• Relevant experience – Relevant Business Degree or Job Related Experience would be an advantage but not essential.• Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Trust industry would also be an advantage.• Intermediate Computer Literacy – Word, Excel, Email Skills/competencies and experience• Accuracy and Attention to Detail• Excellent Time Management Skills• Excellent Problem Solving Skills• Excellent Verbal and Communication skills• Ability to function well under pressure• Client focused and self motivated• Results orientated• Ability to work effectively as part of a team• Ability to accept responsibility for all tasks done
Aquarius Recruitment Specialists Cape Town, South Africa
Jul 31, 2018
Permanent
Job Description• This position is within the Retail Division and the candidate will be reporting to the• Team Coordinator.• The job requires the candidate to work actively within a team and its daily processes• and procedures.• The candidate will be responsible for ensuring that all incoming work is seen to, that• any pending work is followed up on time to ensure that the case is finalized and to• maintain contact with IFA's and clients.• This person will need to be flexible, energetic, and trustworthy, organized, self disciplined,• and enjoy working in a team environment.Main responsibilities• Validating all incoming instructions with regards to• Various legislative requirements relating to all applicable products• Completeness and accuracy of instruction from client/broker• Proof of payment or money transfer• FICA requirements complied with (where relevant)• Processing of incoming instructions in respect of• New business transactionso Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)o Amendments to existing static data (investors, advisors, employers)o Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.• Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently.• Providing clients/ IFA's with superior levels of service.• Maintaining records of all interactions with clients / IFA's on Siebel CRM.• Correct and timeous rectification of errors. Qualifications• Relevant experience – Relevant Business Degree or Job Related Experience would be an advantage but not essential.• Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Trust industry would also be an advantage.• Intermediate Computer Literacy – Word, Excel, Email Skills/competencies and experience• Accuracy and Attention to Detail• Excellent Time Management Skills• Excellent Problem Solving Skills• Excellent Verbal and Communication skills• Ability to function well under pressure• Client focused and self motivated• Results orientated• Ability to work effectively as part of a team• Ability to accept responsibility for all tasks done
Aquarius Recruitment Specialists Cape Town, South Africa
Jul 19, 2018
Permanent
Job Description The candidate will be responsible for the accurate distribution of work based on cut-off times and work types, ensuring that business turnaround times are met.  The candidate will also be responsible for various types of reporting centered around work coordination and will be required to perform duties within specified processes and deadlines as well as ad hoc duties and additional responsibilities from time to time. Key Responsibilities To manage and monitor all the daily queues and workflow To manage the distribution allocation of all incoming work The identifying and allocation of all client instructions received within the dedicated deadlines to the relevant Administration teams through any of the following means: Incoming faxes Original instructions received from walk in clients Original instructions received via the mail post To identify and split any service requests where there is a requirement to do so Creating new client contacts Preparation and posting of brochures for all the company’s major products Scanning and photocopying Sorting and distribution of incoming mail Filing and Metro File maintenance Mailing of marketing material across all products Support to the head of Retail Client Services and the Administration teams in ad-hoc duties as required Management of cut-off times Support fellow team members and team coordinator To ensure timeous processing of daily workflow so as to meet/exceed client expectations and Service Level Agreements (SLA’s) To perform daily service request reconciliations to ensure all work items have been processed Exception reporting and resolution To identify trends (trend analysis) To report any queue irregularities To recommend efficiencies to existing processes and provide input to new processes To document all processes, procedures and controls and ensure material is continually updated as relates the work function Implement controls to mitigate processing risk, particularly associated with work distribution, cut-off’s and turnaround times Assist with an queries/provide knowledge support where required Ad hoc duties/projects as may be required from time to time Qualifications Relevant business / commerce degree or current related experience Sound knowledge of the Unit Trust / LISP industry an advantage Intermediate Computer Literacy – Word, Excel, Email Skills/Competencies and experience Accuracy and attention to detail Ability to accept responsibility for all tasks done Ability to ensure a thorough knowledge of processes and procedures Ability to function well under pressure Ability to work effectively as part of a team Computer Literacy Deadline Driven Excellent time management skills Excellent verbal and written communication skills Excellent Problem Solving skills Flexible, energetic, trustworthy, organised, self disciplined Good communication skills Results orientated Self motivation The highest standards of personal integrity