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.

Key Outcomes

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.