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Senior Specialist: Business Development Management-Investment_JHB Region

Date: 04-Jan-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.


Leads initiatives to engage with business partners to build new platform business for INN8 and grow INN8s market share within the independent wealth manager market by delivering exceptional customer experiences. for independent wealth managers.

Minimum Experience

3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

CFP or CFA required


  • 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.
  • Continual assessment of the industry trends and wealth manager needs with the aim to identify new trends and developments
  • Collect and record data on HNW IFA’s within your panel to ensure the business can make data driven, client centric decisions.
  • Development and successful execution of regional business plan and distribution strategy.
  • Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets customer needs. Take personal accountability for delivery.


  • 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.
  • To attract quality and profitable new business from HNW IFA’s to the INN8 platform.
  • Collect and record data on IFA’s within your panel to ensure the business can make data driven, client centric decisions.
  • Development of internal and external relationships to help drive sales through the INN8 platform.


  • 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.
  • Support other team members within and external to CAE to help drive sales through the INN8 platform.


  • 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

  • Research and Information Gathering (Intermediate)
  • Building a business case (Intermediate)
  • Risk management (Intermediate)
  • Business Acumen (Proficient)
  • Business Interaction (Intermediate)

Behavioural Competencies

  • Analytical Thinking (Intermediate)
  • External Awareness (Intermediate)
  • Relationship Management and Networking (Intermediate)
  • Teamwork and Cooperation (Proficient)
  • Problem Solving and Analysis (Intermediate)
  • Communicating with Impact (Proficient)
  • Persuading and Influencing (Intermediate)
  • Driving for Excellence (Proficient)
  • Leading Change (Intermediate)
  • Entrepreneurial and commercial thinking (Proficient)
  • Professional/Technical learning (Intermediate)
  • Resilience (Intermediate)

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.

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