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Head: Investment & Direct Distribution

Date: 02-Aug-2022

Location: Johannesburg GAU ZA, GT, 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.


To develop tactical strategy and delivery plans, formulate associated practice/s and to ensure operational implementation and adaption i.t.o. investments methodology, governance and delivery objectives. This role is an exciting opportunity for a passionate and self-motivated individual who is able to interact with large corporate and institutional clients to match Liberty’s capabilities to client needs and grow Liberty’s market share

Minimum Experience

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 Finance Economics and Accounting

Additional Minimum Qualifications

B.Comm, CA(SA), MBA, actuary or similar.

With CFA, CFP, IISA, or other similar qualification.


Additional Requirements

The successful incumbent must have strong technical investment and liability driven solution experience. and knowledge of pre-retirement investment products.

Experience and a proven track record in distribution and sales within the large funds and corporate market is essential.

The incumbent must have a proven ability to close sales.

Existing relationships within the, pension fund, large corporate and institutional space.


  • DEL_Assist with the implementation and execution of investment activities and initiatives to improve efficiency and effectiveness of the investment process.
  • Collect and collate information into a usable format in order to provide information related to the development of investment ideas.
  • Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
  • Keep abreast of new legislation, tax regimes, government policies and changes within industries that may affect investment earnings.
  • Coordinate, source and provide advise on investment decisions and the buying and selling of shares and other securities on behalf of clients.
  • Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
  • Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
  • Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.


  • Build and maintain stakeholder relationships for the purposes of expectation management, knowledge sharing and integration.
  • Build strong customer-centric relationships and develop service level agreements that promote the organisation with stakeholders aligned to Treating the Customer Fairly (TCF) principles.


  • Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.

Learning and Growth

  • Balance, optimise and manage human resources across disciplines through executed human capability plans.


  • Implement the governance management model, framework and policy in own practice and/or tactical areas to identify and manage governance and risk exposure liability pro-actively.


Liberty Values

    Technical Competencies

    • Risk Awareness (Proficient)
    • Investment Research (Advanced)
    • Conflict Resolution (Proficient)
    • Business Interaction (Proficient)
    • Efficiency improvement (Proficient)
    • Investment Management (Proficient)
    • Policy implementation (Proficient)
    • Functional Policies and Procedures (Proficient)
    • Operations Risk Management (Proficient)
    • Operations Management (Proficient)
    • Budgeting and Expenditure Control (Proficient)

    Behavioural Competencies

    • Persuading and Influencing (Proficient)
    • People Management and Empowerment (Proficient)
    • Interpersonal Effectiveness (Proficient)
    • Problem Solving and Analysis (Proficient)
    • Strategic Insight and Capability (Proficient)
    • Teamwork and Cooperation (Proficient)
    • Judgment and decision making (Proficient)
    • Communicating with Impact (Proficient)
    • Customer Orientation (Proficient)

    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.


    Vaccination Policy & Hybrid Working Model 

    We are evolving the way we work and will be launching a Hybrid working model, in line with this Liberty has implemented a Mandatory vaccination policy which is applicable to all employees, this is to further strengthen our commitment to the safety of all employees. Right of refusal to be vaccinated against COVID-19, either on constitutional and/or medical grounds, is taken into consideration and will be dealt with through an objection process. More information about our Hybrid working model and Mandatory vaccination policy will be discussed during the recruitment process for this position. 

    Job Segment: Liability, Risk Management, Accounting, Actuarial, CFA, Insurance, Finance