Executive Director

Recruiter:

Performability

Job Ref:

GW - RB1

Date posted:

Wednesday, March 26, 2025

Location:

Johannesburg, South Africa

Salary:

Negotiable

SUMMARY:
Energized by the prospect of taking a company to the next level? You’ll play a crucial role in developing strategy, controlling operations and driving market growth for a niche player in the asset consulting, retirement funding and financial planning sector. Opportunity for equity in the business.

POSITION INFO:

Accountable to the Board for implementing agreed Company strategy. Actively maintain a high-level view of the investment markets to provide strategic input to Board, retain existing clients, grow market share and foster a culture of excellence in service quality. Actively pursue the skills and experience needed for the role.

Business - Plans & Budgets

Strategy development to grow the business significantly over the next three to five years. (to be completed within six months after the successful candidates appointment – to be facilitated by Rob Snow)
Prepare Annual Business Plan and Budget for adoption by the Board.
Monitor Company Performance against Business Plan and Budget.

Finance/Accounting/Administration

Oversee administration of Retirement Funds under management
Ensure Administration, Consulting and Asset Consulting up to the level of matches that of leaders in the market.
Manage Finances through control of Financial Administrator.
Ensure the timely production of Monthly Management Accounts and Annual Financial Statements.

Client Management

Maintain relationships with existing clients.
Constantly explore innovations to provide a competitive edge that will secure new clients and retain existing clients.
Provide Asset Consulting to clients to ensure correct Asset Liability Profile.
Advise clients, generally, on tax implications.

Business Development

Carry out appropriate market research to identify potential corporate and HNW clients.
Prepare and deliver proposals to target clients.
Assist with the acquisition of the administration, consulting and asset consulting appointments to retirement funds.

Products & Investments

Stay abreast of investment markets by attending presentations by Assets Managers.
Maintain knowledge of financial products available to corporate and individual clients.
Monitor the performance of Asset Managers relative to their investment mandates.
Present investment opportunities and related analysis to Corporate and High Net Worth (HNW) clients

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