Team Leader – Retail Client Service

Sygnia Asset Management · Cape Town, Western Cape

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ROLE DESCRIPTION

We are looking for a Team Leader to join our dynamic and growing LISP, within the Retail Operations Team. You will be responsible for the leadership of a diverse and multi-talented group of consultants as well as managing the daily operational requirements/processes in alignment with the value structures of the broader retail department. You will be measured, amongst others, on the outputs of an engaged and motivated workforce; the maintenance of stable and autonomous operations; and the application of well-balanced service and compliance principles to those processes.

People Management: Engage and invest in people.
Motivate and influence staff toward a culture that promotes accountability and service excellence.
Develop and retain talent.
Maintain the stability of the team.
Creating, analysing and reporting on key metrics of the team
Responding pro-actively to analyses, findings and recommendations from various sources such as KPA data, Risk Events, Quality- and Knowledge Assessments.
Implementing processes and controls to respond to events and service improvements.
Ensuring sufficient staff complement, skills availability and autonomy.
Execute strategic objectives and develop and maintain a results-driven environment.
Continuously develop a performance driven team culture by setting and aligning targets, seeking out multi-stakeholder feedback reviews on team output.
Collaborate with fellow peers and engage with stakeholders such as support and service teams, risk and compliance, human resources to drive a distinguished and highly developed team.
Manage relationships that foster a creative, engaged, high-performing environment
Continuously work toward the implementation of processes and controls that foster an effective Retail Department.

Relevant and applicable tertiary qualification, e.g. BCom.
3 continuous years' experience as a team leader in a similar industry.
Knowledge of Pension Fund Act, IFRS, Income Tax Act, Long Term Insurance Act, CISCA, JSE regulations.
Advanced MS Excel skills.

Strong decision-maker and inquisitive problem solver.
Attentive and perceptive to the ongoing needs of the team.
Possess and apply ownership/accountability characteristics.
Resilient and able to function in a fast paced, evolving, and high-pressure environment.
High degree of team- and self-awareness, with strong professional image.
Meticulous, deadline driven and reliable.

Adhere to all Sygnia policies.
Report any possible concerns about conduct or unfair treatment of customers to Compliance.
Report any suspicion that a client, investor, or employee may be involved in money laundering, fraud or any other crime to Risk and Compliance.
Be alert to possible risk and compliance issues within the general business.
Report any possible and actual breaches, errors, or complaints to Risk and Compliance.
Ensure best practice is followed to maintain confidentiality and security of all company data, client data and property.
Ensure regulatory, client, and other corporate records are maintained.
Ensure timely completion of all risks and compliance training.