Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
Ensure that department priorities are adhered to and effectively communicated;
Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
Embody a high performance, proactive culture;
Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
Effectively set and monitor priorities and objectives for more junior staff;
Understand and communicate objectives in relation to the larger organisational impact;
Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
Appropriately model the company values while setting the pace and energy for delivering;
Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
Provide access to accurate and consistent information and services across all channels;
Ensure a seamless experience for clients;
Improve service delivery for clients;
Engage in continuous brand building to become the trusted partners to clients.
Emerging Leaders Competency Descriptions.
Presenting and Communicating Information – Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
Working with People – Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-actively shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
Adhering to Principles and Values – Upholds and encourages ethical behavior and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
Analyzing – Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
Planning and Organizing – Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
Delivering Results and Meeting Customer Expectations – Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
Deciding and Initiating Action – Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
Leading and Supervising – Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behavior; sets appropriate standards of behavior.
Formulating Strategies and Concepts – Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
Applying Expertise and Technology – Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
Following Instructions and Procedures – Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
Adapting and Responding to change – Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
Technical/ Functional competencies
Financial modelling skills
Knowledge of investments and financial markets
Demonstrated ability to research, analyse and evaluate investment strategies and positions