About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Invest
Launched in 2007, Discovery Invest offers the full range of investment products for any client need, providing access to our top performing range of Discovery funds as well as a wide selection of leading local and international fund managers. Recently, Discovery Invest launched a unique offshore offering to enable South African investors unparalleled ease in accessing international investment opportunities. Discovery Invest is seeking to leverage the shared-value model to promote financial health and freedom for millions of South Africans. Through unique behavioural incentives and benefits, we reward clients for positive investment behaviour with extra investment returns. Discovery Invest is the only shared value investment platform in the country maximizing client outcomes before and after retirement. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.
Key purpose
The Executive Relationship Manager (ERM) is responsible for managing and strengthening strategic relationships with Discovery Invest’s key advisers and franchises. The ERM role is a very strategic focused role, which includes exceptional service delivery, high-level escalation management, and a big focus on data insights to identify opportunities that support adviser growth, client engagement, and the Discovery shared-value model.
This is not a commission-based sales role, but plays a critical role in enabling new business, retention, and adviser-led client conversations through insight, analysis, and collaboration.
Strategic partnership, understanding adviser’s or franchise’s business and goals
Data and engagement-led identification of growth and engagement opportunities
Trusted senior point of contact for advisers and franchises
Consistent, high-quality service delivery
Effective resolution of complex escalations
Strong adviser confidence in Discovery Invest
Key Responsibilities
Relationship & Stakeholder Management:
Build strong relationships with advisers, franchises and stakeholders
Act as a strategic partner understanding adviser/franchise practice and goals
Facilitate regular engagements and presentations
Data Analysis & Opportunity Identification:
Analyse adviser and client data to identify growth, retention and engagement opportunities
Translate insights into actionable discussions
Service Delivery & Escalations:
Own and resolve complex service and operational escalations
Drive service recovery and risk management
Collaboration & Enablement:
Partner with Invest specialists for adviser and franchise engagements
Ensure understanding of processes, product and regulations impacting the financial services industry
Experience & Qualifications
BCom degree or equivalent
5+ years investment industry experience
3+ years in adviser relationship or similar role
Relevant product knowledge
Vast knowledge of relevant regulatory and compliance requirements
Strong operational and regulatory knowledge
Understanding of operations processes, such as New Business, Servicing, Transfers, Withdrawals
Demonstrated Presentation experience
Advantageous
Relevant industry-related qualification
RE qualification
Platform experience (Compass, Paradigm)
Language: Afrikaans fluency is advantageous; the ability to understand Afrikaans is also beneficial.
Skills & Capability Profile
Strong communication and presentation skills, with the ability to engage confidently with top advisers and stakeholders
Analytical and problem-solving capability, with the ability to interpret data and translate insights into meaningful actions
Commercial awareness, with a proactive approach to identifying opportunities for growth, client engagement and service improvement
Excellent organization and time management, with the ability to manage multiple priorities in a fast-paced environment
High attention to detail and accuracy, particularly in managing complex client, product and operational matters
Resilience and adaptability, with the ability to perform effectively under pressure and navigate changing priorities
Professional credibility and assertiveness, with the confidence to influence discussions and manage challenging situations
Self-motivation and accountability, with a proactive approach to delivering high-quality outcomes
Collaborative mindset, with the ability to work effectively across teams and functions
Strong technical proficiency, including PowerPoint (creating and delivering presentations), Excel and other standard business tools
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to make this vision a reality.
Fuelled by our passion for enhancing lives and our desire to innovate, Discovery consistently sets global standards, creating shared value through shared intellectual capital. A testament to this is our Vitality programme, which is both a platform to incentivise people to live healthier lives as well as a channel through which shared value is delivered.
We are a proudly South African-born, global company with health, life and short term insurance operations in South Africa and the United Kingdom, and a presence in Germany, France, the United States, Canada, Australia, Singapore, Hong Kong, Philippines, Thailand, Malaysia, China and Japan through our Global Vitality Network. We uphold our promise of shared value by being a positive disruptor that focusses on bringing about sustainable change in the lives of the people and communities we serve across the globe.
Our Vitality Shared-Value Insurance model has received international recognition, including being ranked 17th in Fortune’s index of 51 companies “changing the world” in August 2015, and named a leading health innovator at the World Economic Forum in January 2017.
Our values of leadership, honesty, innovation and fairness act as our compass, directing our business practices to take advantage of every opportunity while looking for ways to dazzle clients.
With an unwavering commitment to being the best shared value insurance organisation in the world, Discovery is a powerful force for social good.
