Etienne Maree Email & Phone Number

Sandton, South Africa

Optimal utilisation of the Ashburton Investor Platform as enabler to gather assets for the investment management business within Ashburton Investments and RMB, as well as retaining investment business from the FirstRand client base internallyWorking closely with the operations and compliance teams in ensuring that all regulatory requirements are met. This includes FAIS, FICA, PFA and conduct rules required by legislation, the Regulator and industry bodiesConducting research to ensure competitor and industry awarenessTo identify potential opportunities to develop new products or service offerings within the broad range of investment capabilities within Ashburton InvestmentsAwareness of legislative and regulatory changes that may impact on products and distribution strategies by attending relevant seminars and workshops hosted by industry bodiesFocus on management of the overall Platform product offering Ensuring product features are relevant to distribution channels and client needsGeneration of product ideas (new and enhancement of existing products) based on trends in the market, client needs and behaviour as well as regulatory changes impacting product designAdherence to the Ashburton new product approval processes to ensure TCF principles are met and an appropriate review of risks is undertakenEnsuring products meet regulatory and legislative requirementsAssisting the client service middle office with the resolution of technical and complex queries relating to product administration and regulatory mattersManagement of the regulation 28 compliance tool and web based fee quotation tool which includes calculating reduction in yield

Parktown, Johannesburg

Conducting research to ensure competitor and industry awareness in terms of latest trendsTo identify potential opportunities to develop new products or service offerings within the broad range of investment capabilities within Absa Investments (e.g. share portfolios, single & multi asset management, etc.) as well as broader within the Absa Financial Services life insurance capability. Awareness of legislative and regulatory changes that may impact on products and distribution strategies Ensuring pricing structures are profitable and competitively positioned in the marketFocus on management of the overall product offering and its positioning in terms of economic climate, client behaviour trends and financial adviser needsEnsuring product features are relevant to distribution channels and client needsGeneration of product ideas (new and enhancement of existing products) based on trends in the market, client needs and behaviour as well as regulatory changes impacting product designAdherence to Absa Group new product accreditation processesEnsuring product development, enhancements and any other product related initiatives/projects are implemented in accordance with the relevant specifications and requirements from an operational, marketing and technology perspectiveThird party relationship management to ensure sustainable relationships with suppliers and distribution partnersAnalysis of product flows and profitability to determine trends and highlight opportunities and potential risk for the businessEnsure that the product offering meets the requirements of the internal distribution channels and their respective clients in order to retain clients and grow market shareEnsuring products meet regulatory and legislative requirementsAssisting the client service middle office with the resolution of technical and complex queries Management of the weekly rate offered on the guaranteed return product, underwritten by Absa Life, and quote tool

Parktown, Johannesburg

Compliance of the retirement funds with the Pension Funds Act, Income Tax Act and PF Circulars issued by the registrarAdherence to conditions set by Section 13B of the Act for the administration of the fundsAdherence to fund rulesCompilation of quarterly board packs (the chairman utilises the pack to chair the meetings)

Woodmead, Johannesburg

Providing input to the General Manager for critical decision making Financial analysis on changes that may impact the business including regulatory changes, pricing strategies and distribution modelsProvide input for, and review of, quarterly board pack for the General ManagerEnsure business and product compliance with regulatory requirementsEnsure operational processes comply with regulatory requirementsAttendance of the AIMS risk forum and senior management meetings to provide input regarding product and business developments relating to design, processes and regulatory compliance of the AIMS retirement fundsSupport business with responses on regulatory queries received from the FSB, relevant offices of the Ombudsman, Pension Fund AdjudicatorEnsuring adherence to business rules related to products in terms of operational processesSigning off on business related material (brochures, application forms, training material)Implementation and ad hoc review of sales support remuneration models and distribution strategies Analysis of product and distribution channel profitability to ensure sustainability and competiveness of pricing and products offered via the platformManagement of the weekly rate offered on the guaranteed return product, underwritten by Absa Life, and quote tool

Woodmead, Johannesburg

Ensure that the portfolio of products are relevant for the distribution channels and clients Analyse and manage product profitability to ensure sustainability and competitiveness Develop and enhance products that contribute to the company profitability and market positioningFacilitate and co-ordinate the promotion and positioning of products to distribution channels and clientsConducting research to ensure competitor and industry awareness in terms of latest trendsAdherence to all legislative, regulatory and Absa/Barclays policy requirements

Woodmead, Johannesburg

Management of daily transactions processed by the administration teamManagement of consultants within the Northern regionManagement of financial adviser agreementsEnsuring reconciliation items are resolved within a targeted periodEnsuring client and financial adviser queries are dealt with promptly and accuratelyManagement of the offshore administration team

Bachelor Of Commerce (Bcom) Honors, Investment Management

Programme In Retirement Fund Management, Retirement Fund Management

Advanced Post Graduate Diploma In Financial Planning, Financial Planning And Services

Advanced Diploma In Treasury Management And International Banking, Treasury Operations

Certificate In Banking, Banking

Bachelor Of Commerce (Bcom), Financial Management