Internal Client Services - QIRR Independence Manager
- Full-time
- Service Line: Internal Client Services
Company Description
Deloitte is a leading global provider of Audit & Assurance, Consulting, Financial Advisory, Risk Advisory, Tax, and related services. Our global network of member firms and related entities in more than 150 countries and territories (collectively, the “Deloitte organisation”) serves four out of five Fortune Global 500® companies. Learn how Deloitte’s approximately 457,000 people make an impact that matters at www.deloitte.com
About the Division
It takes a high-powered network of internal support professionals to keep Deloitte going strong. The internal services function provides a wide variety of support services to our organisation and people. An overall understanding of value-added client service, the experience to work in multifunctional and cross-border teams, strong business acumen, and the instinct to think and act globally are essential for advancement within Internal Client Services.
Job Description
We are looking for an enthusiastic and motivated Manager, to support our independence function of the Africa firm.
Independence is an area of continued scrutiny by regulators and the work we do evolves with the frequent changes in regulatory demands. As a consequence of continuous scrutiny and the need for our people to declare their financial interests we are implementing an automated brokerage import program which will include publicly available financial institutions and brokers, who provide investments and pensions. The program will support personal independence compliance whilst helping partners and staff to manage their financial planning.
The responsibilities of this role include (not limited to):
- Support senior leadership with stakeholder management of asset managers of the automated brokerage import program.
- Engage with and project manage the onboarding of identified financial institutions and brokers.
- Provide day to day management support for the team with all activities relating the program.
- Work with the senior manager to plan and deliver activities relating to the automated monitoring of investments.
- Communicate the benefits of the automated brokerage import program to the firm via webinars, consultations, and other channels.
- Ensuring that prompt and regular communication and support is maintained between all internal and external parties to ensure seamless and consistent service levels are maintained at all times, reporting exceptional matters to Senior Management.
Qualifications
CA (SA) or B.Com Accounting or Finance Degree equivalent.
Professional experience
- 7 years working experience in a professional/financial services organisation or a compliance/regulatory environment.
- A background in financial services would be advantageous; or
- Pension & financial investment product knowledge
- Project management experience
- 2 years’ experience of people management and team development.
- Excellent communication skills, proven ability to adapt style to suit audience and objectives.
- Proven and effective time management skills within a complex and challenging role.
- Excellent attention to detail with a commitment to ensuring delivery to the highest standards.
- Demonstrable influencing and negotiating skills.
- Strong analytical, consultative, decision making and organisational skills.
- Strong report writing skills and attention to detail.
Key Performance areas to succeed in this role:
- A self-starter and willingness to work independently
- A general curiosity and broad understanding of the world, and an interest in business affairs and human behaviour, to be able to understand where risk might come from and how it can be dealt with, and to learn from how others have dealt with it.
- Lateral thinker capable of strategic and analytical thinking, with pragmatic approach to problem-solving and an ability to grasp abstract concepts/complex situations.
- Problem solving involving discernment in resolving outcome and independent follow through.
- Excellent verbal and business communication skills. Willingness to interface with senior management and staff locally and globally.
- Good sense of urgency/prioritization and know when to seek guidance
- Reliable and punctual
- Team player, able to meet deadlines and work under pressure
- Accountability - take ownership
- Good learner and able to apply the concepts taught in a consistent manner
- Be proactive
- Excellent inter-personal skills, including facilitation and presentation skills.
- Mature attitude with the ability to apply sound judgement to matters
- Project experience, to understand the dynamics of the project environment and the related issues.
- Strong personal attributes relating to discipline, meticulous attention to detail, assertiveness, change and getting things done.
- Ability to work in a fast-paced, dynamic and results-driven environment, and an ability to work under pressure, coupled with strong conflict management and negotiation and influencing skills.
Additional Information
At Deloitte, we want everyone to feel they can be themselves and to thrive at work—in every country, in everything we do, every day. We aim to create a workplace where everyone is treated fairly and with respect, including reasonable accommodation for persons with disabilities. We seek to create and leverage our diverse workforce to build an inclusive environment across the African continent.
Note: The list of tasks / duties and responsibilities contained in this document is not necessarily exhaustive. Deloitte may ask the employee to carry out additional duties or responsibilities, which may fall reasonably within the ambit of the role profile, depending on operational requirements.
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