Roles and responsibilities

• Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.
• The Senior Advisor will provide client relationship and consulting advise to an existing and prospective Umbrella Scheme client base including product design, marketing, servicing and reporting.
• The role involves the opportunity to set up and advise on investment profile choice to align the client to the appropriate risk-return matrix. To specifically manage the allocated client portfolio and further mine opportunities for upselling Zamara bouquet of solutions to drive growth and retention.
• This role reports to a Manager, Umbrella & Retail Solutions.

In more detail, the areas of responsibility include:

Strategy

• Drive the Zamara employee value proposition (EVP) among prospective clients.
• Drive the implementation of the Umbrella growth strategy through segmentation and management of key corporate accounts.
• Identify high value proposition targets and deliver bouquet of Zamara employee benefit solutions.
• Ability to upsell and cross- sell other Zamara solutions to Clients.
• Organize and manage pre-retirement seminars based on the Umbrella annual workplan
• Work closely with the Institutional /SME/ MSME distribution teams.
• Act as a product evangelist to build awareness and mine value for cross sell opportunities.
• Source new business in line with the Umbrella business plan and growth strategy.
• Deliver outsourced or in-house retirement & financial management solutions as needed.

Consulting

• Manage business opportunities arising for Umbrella and related group solutions.
• Manage and strengthen relationships within identified Corporate & Institutional accounts.
• Provide financial planning advice and solutions to clients.
• Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon and advise accordingly.
• Educate the clients with regards to basic investment principles, i.e. risk versus return, market sentiment, market trends, performance (offshore and local), benchmarks etc.
• Conduct annual client training including member sessions & annual and special AGM.
• Adequately respond to capacity gaps among management committee members for upskilling.
• Resolve client concerns, queries and/or complaints with timely update of legislative changes.
• Actively represent Zamara in Industry thought leadership engagements.

Experience and personal qualities

• Business related degree
• Professional Qualification in a business, finance or investment related field will be an added advantage.
• Minimum of 5 years’ experience managing corporate and institutional clients in the financial services/insurance related field preferably in a busy pension environment.
• Ability to sell corporate solutions will be an added advantage.
• Good understanding of the financial services industry including retirement benefits Act and regulations.
• Good understanding of Zamara employee benefit solutions including group risk solutions.
• Good understanding of general investment products such as unit trusts, equities, stocks, bonds, offshore savings plans.
• Good understanding of tax implications of various investment vehicles.
• Working understanding of features and appropriateness of various alternate solutions.
• Proactive and uses initiative.
• Able to work independently but also as part of a team with timely quality production.
• Good with managing relationships of various stakeholders.
• Creative thinker with good Problem solving skills.
• Excellent verbal, written skills and confident with good presentation skills.
• Organized with effective time management skills.
• Good listening and interpersonal skills.