Port Elizabeth: Team Lead posted by Conova (PTY) LTD
Posted on 2025-05-19 00:00:00
| Employer | Conova (PTY) LTD |
|---|---|
| Category | Wealth Management Administration |
| Location | Eastern Cape / Port Elizabeth |
Job Summary
Workflow & Work Management:
- Proactively manage AWD dashboards and email communications
- Make strategic decisions on case escalations with comprehensive follow-through
- Rigorously monitor and ensure SLA compliance
- Critically analyze and propose dashboard enhancements
Human Resource Management:
- Comprehensively manage team performance across key performance indicators
- Translate organizational strategy into actionable team tactics
- Embed company values and culture through active implementation
- Lead diversity management and team collaboration efforts
- Oversee full recruitment lifecycle, including interviewing and selection
- Implement robust performance management processes
- Develop individual and team training strategies
- Provide professional coaching and conflict resolution
- Conduct operational planning and staff capacity management
- Monitor team performance trends and proactively address issues
- Manage quality assurance processes
- Execute strategic succession planning
Phone Call Management:
- Implement comprehensive call tracking systems
- Generate detailed management reports on consultant performance
- Manage inbound and outbound phone interaction performance
Client Management:
- Establish and drive monthly strategic sales team meetings
- Develop data-driven agendas focusing on value-added topics
- Conduct in-depth trend analysis of client profiles
Perform detailed analysis of:
- Broker corporate and IFA transaction patterns
- Client behavior and service usage
- Cultivate relationships with top twenty clients
- Identify and mitigate potential threats
- Capitalize on strategic opportunities
- Vendor performance metrics
Vendor Management:
- Represent company in vendor liaison meetings
- Negotiate and extract maximum value from service providers
Projects/Analysis:
- Participate in comprehensive project requirement gathering
- Make critical resource allocation decisions for development and implementation
- Conduct thorough post-implementation success assessments
- Develop business cases for new process initiatives
- Generate management-ready insights
- Manage complex and sensitive cases
- Conduct rigorous UI testing
- Serve as subject matter expert on legislative, compliance, and regulatory themes
Qualifications, Skills and Experience:
- 5 to 7 years’ experience within the LISP industry
- Demonstrable management skills
- Management of Human Resources, Business Processes, Change, Manager Dashboards/Data, Capacity and Client Relationships
- Linked Products, Unit Trusts and Offshore Funds knowledge is essential or previous experience in financial services
- 3-year relevant Bachelor or Commercial degree with subjects Economics and/or Finance
- Other: SAIFM (South African Institute of Financial Markets AKA registered persons)
- The ability to build and maintain meaningful relationships
- Driven by results
- A client focused and collaborative approach
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