•Serve as the region’s investment subject matter expert, providing guidance on market developments, investment solutions, product knowledge, and portfolio strategies.
•Promote quality investment advisory practices and deepen client investment engagement through proactive portfolio monitoring and advisory interventions.
•Coach and develop RMs’ investment advisory capabilities through training, market and product updates, joint client engagements, and ongoing mentoring.
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Ensure projects remain aligned with governance requirements through compliance monitoring, readiness reviews, and risk-based assurance processes.
Prepare and coordinate management reporting for Senior Management and, where required, the Board of Directors to support informed decision-making and alignment with approved business cases and value objectives.
Support continuous improvement initiatives through the development of tools, templates, lessons learned, coaching, and enhancement of project delivery practices to strengthen organisational project capability and delivery consistency.
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Drive fit for purpose performance management with the business to ensure delivery of business objectives. Activities include business performance appraisal and latest estimates.
Maximize use of Finance Operations in delivery of processes. In activities where FO and Finance Advisors act together to deliver, lead/initiate structural improvement projects and leave the accountability for delivery with the right accountable processes in FO.
Brings new insights and proposals of high value activities to the Finance Manager who decides on the resource allocation. For example (in initiating digitalization projects and acting as a connector between Finance Operations and the business)
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Drive fit for purpose performance management with the business to ensure delivery of business objectives. Activities include business performance appraisal and latest estimates.
Maximize use of Finance Operations in delivery of processes. In activities where FO and Finance Advisors act together to deliver, lead/initiate structural improvement projects and leave the accountability for delivery with the right accountable processes in FO.
Brings new insights and proposals of high value activities to the Finance Manager who decides on the resource allocation. For example (in initiating digitalization projects and acting as a connector between Finance Operations and the business)
...
Drive fit for purpose performance management with the business to ensure delivery of business objectives. Activities include business performance appraisal and latest estimates.
Maximize use of Finance Operations in delivery of processes. In activities where FO and Finance Advisors act together to deliver, lead/initiate structural improvement projects and leave the accountability for delivery with the right accountable processes in FO.
Brings new insights and proposals of high value activities to the Finance Manager who decides on the resource allocation. For example (in initiating digitalization projects and acting as a connector between Finance Operations and the business)
...