Job Description

Job Classification

• REQ: 134948 - Refilwe Falatsi
• Closing Date: 12 August 2024
• Division: Wealth Management SA | Client Enablement
• Employment Equity Statement: Preference will be given to individuals from underrepresented groups.
• NB: 2 x CVP Specialists roles within the team.

Job FamilyMarketing, Communication and ResearchCareer StreamMarket Research and Customer InsightsLeadership PipelineManage Self: ProfessionalJob PurposeThe Client Value Proposition Specialist will be responsible for developing and articulating compelling value propositions that resonate with our wealth management and banking clients. This role involves deep market analysis, client insights, and collaboration with various departments to ensure our offerings meet client needs and stand out in the market.Job Responsibilities

• Develop and Refine Value Propositions: Create and continuously improve value propositions for different client segments within the wealth management and banking sectors.
• Market and Client Analysis: Conduct thorough market research and client analysis to understand needs, preferences, and trends.
• Collaboration: Work closely with product development, marketing, sales, and client service teams to ensure alignment and effective communication of value propositions.
• Competitive Analysis: Monitor and analyze competitor offerings to identify opportunities for differentiation.
• Client Communication: Develop clear and compelling messaging for client-facing materials, presentations, and digital content.
• Training and Support: Provide training and support to sales and client service teams to ensure consistent and effective communication of value propositions.
• Performance Measurement: Track and analyze the performance of value propositions and make data-driven recommendations for improvements.

People Specification

• Client-focused mindset with a passion for delivering exceptional value.
• Innovative and creative thinker.
• Detail-oriented with strong organizational skills.
• Ability to thrive in a fast-paced and dynamic environment.

Essential Qualifications - NQF Level

• Matric / National Senior Certificate
• Bachelor's degree in Marketing, Business, Finance, or a related field

Preferred Qualification

• MBA or relevant advanced degree is a plus.

Minimum Experience LevelMinimum of 5 years of experience in a similar role within the wealth management or banking industry.Technical / Professional Knowledge

• Business terms and definitions
• Cluster specific operations
• Communication Strategies
• Governance, Risk and Controls
• Principles of financial management
• Principles of project management
• Research methodology
• Decision-making process
• Data and Business analysis
• Competitive Intelligence

Behavioural Competencies

• Continuous Learning
• Customer Focus
• Work Standards
• Building partnerships
• Planning and Organizing
• Technical/Professional Knowledge and Skills

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