MPHO MOLETSANE

- Contribute to the governance and oversight of multi-managed portfolios and bespoke investment solutions under the Sasfin Asset Management (SAM) Category II license.
- Implement and manage the SAM investment policy, philosophy, and risk parameters in alignment with internal mandates and regulatory frameworks.
- Participate in the design, review, and approval of portfolio construction frameworks, investment mandates, and strategic asset allocation models.
- Evaluate and monitor investment performance against internal benchmarks, market standards, and client-specific objectives.
- Oversee the approval and ongoing review of investable managers, platforms, strategies, and financial products, both locally and globally.
- Ensure compliance with governance processes, regulatory requirements, and Sasfin Wealth Investment Committee (WIC) directives.
- Review and approve product and marketing materials to ensure alignment with regulatory standards and industry best practices.
- Act as a first-level authority for escalations, exceptions, and proposed changes to investment processes and policies.
- Receive and review quarterly reports from working groups and sub-committees; contribute to performance reviews and strategic adjustments.
- Engage in the resolution of investment-related complaints and ensure appropriate outcomes are achieved.
- Collaborate with internal stakeholders and service providers to ensure effective implementation and management of investment solutions.
- Support the WIC by submitting minutes, resolutions, and recommendations for final approval and strategic alignment.

- Deliver strategic oversight on employment equity and skills development initiatives.
- Ensure compliance with the Employment Equity Act and Skills Development Act.
- Lead the development and monitoring of the company’s Employment Equity Plan.
- Oversee the implementation of training and development programs aligned with transformation goals.
- Promote diversity, inclusion, and equitable representation across all occupational levels.
- Chair committee meetings and facilitate effective stakeholder engagement.
- Monitor progress against equity targets and training KPIs, and report to executive leadership.
- Collaborate with HR and line managers to identify skills gaps and training needs.
- Ensure submission of statutory reports to the Department of Employment and Labour.
- Champion a culture of continuous learning and inclusive workplace practices

* Provide strategic leadership and governance oversight for the retirement fund.
* Ensure fiduciary duties are fulfilled in the best interests of members and beneficiaries.
* Oversee compliance with the Pension Funds Act and FSCA regulations.
* Chair board meetings and guide effective decision-making processes.
* Monitor investment performance and ensure alignment with the fund’s risk-return objectives.
* Lead risk management efforts, including financial, operational, and reputational risks.
* Engage with stakeholders and communicate fund performance and policy updates.
* Evaluate and oversee service providers, including administrators and asset managers.
* Drive policy development and review, including investment and risk frameworks.
* Promote trustee education, succession planning, and board capacity building.

* Provide strategic investment consulting to institutional clients, including retirement funds, corporates, and trusts, with a focus on long-term portfolio construction and risk management.
* Drive business development by introducing new clients to Sasfin Asset Management’s full suite of asset consulting and investment solutions.
* Maintain and strengthen client relationships through proactive engagement, tailored investment advice, and consistent delivery of value-added services.
* Deliver comprehensive market intelligence, economic updates, and investment performance reviews to clients, supporting informed decision-making.
* Oversee the servicing of existing asset consulting clients, ensuring alignment with investment mandates and regulatory requirements.
* Act as a key liaison between clients and service providers, including asset managers, platforms, and administrators, to ensure operational efficiency and strategic alignment.
* Lead the resolution of client issues, conflicts, and complaints with a focus on responsiveness, transparency, and long-term relationship management.
* Monitor and report on portfolio performance, asset allocation, and compliance with investment policy statements and regulatory frameworks (e.g., Regulation 28).
* Conduct due diligence on asset managers and investment products, providing objective recommendations based on performance, cost, and risk profile.
* Support governance structures by contributing to investment committee meetings, policy development, and trustee education initiatives.
* Promote responsible investing by integrating ESG considerations into investment advice and client reporting.

• Team Management
• Ensuring service level agreements are met and standards attained
• Deal with brokers and client queries relating to all STANLIB's products and processes via email
• Taking ownership with any complex queries until completion
• Compiling KPA's and Career Development Plans for the Team
• Performance Management
• Compiling monthly reports and ensuring that weekly reporting is accurate
• Identifying trends and implementing change to add value
• Coaching of staff
• Ad-hoc Projects
• Monitored and reviewed overall performance metrics to achieve set objectives.
• Prioritized workflow and resolved daily operational challenges to support goal achievement.
• Completed accurate, on-time reports and documentation.
• Scheduled and planned daily tasks, training and development for team members.
• Trained employees to follow standard work processes and learn role-specific skills.
• Collaborated with senior leadership to share and gain insight on best practices and improve monthly goals.
• Assisted team members on appropriate application of policies and procedures.
• Conferred with management and supervisors to coordinate operations between departments.
• Conducted daily and monthly audits on each team member to provide coaching on errors and areas needing improvement.
• Identified opportunities and implemented solutions for workflow, quality and process improvements.
• Coached team members to maintain positive, friendly attitude and behaviors.

• Dealing with platinum broker complaints and queries
• Taking ownership of cases worked on
• Dealing with platinum broker's complex queries
• Creating relationship that will encourage brokers to invest more with Stanlib
• Educating platinum brokers with regards to Stanlib Products
• Second in Command
• Listened actively to complaints, feedback and feature requests for future improvement.
• Recorded customer interactions using company's Customer Relationship Management (CRM) system.
• Answered clients' questions and presented product value propositions to promote purchases.
• Referred complex cases requiring further attention and follow-up to appropriate personnel.

• Second in Command
• Dealing with broker complaints and queries
• Addressing each query with the proper investigation and ensuring the broker has the understanding of process and implementation of the correct procedures
• Educating brokers with regards to Stanlib Products
• Taking ownership of cases worked on
• Dealing with broker's complex queries
• Having an understanding of Business Rules
• Having an understanding of procedures for New Business & existing business
• Resolving internal matters to ensure they do not reoccur
• Listened actively to complaints, feedback and feature requests for future improvement.
• Answered clients' questions and presented product value propositions to promote purchases.
• Recognized caller needs and recommended viable solutions.
• Referred complex cases requiring further attention and follow-up to appropriate personnel.

• Providing expert financial advice to high net worth clients
• To develop a book of business in order to meet and exceed expectations
• Effectively sourcing prospective clients, capitalizing on referrals and assessing client's needs
• Assessing clients' needs and objectives
• Providing solutions to meet the customer's medium to long term financial needs
• Recommending investment products and services that are suitable to the specified target market
• To meet the objectives and consider the risk profile and preferences of the client.
• Managed client relationships to address concerns and monitor account performance.
• Recommended tailored investments, trusts and life insurance plans to address needs.
• Assessed client's risk tolerance and implemented tailored risk mitigation strategies, reducing portfolio volatility and improving downside protection.
• Interviewed clients to determine income, expenses, tax status and financial objectives.
• Analyzed financial information to determine strategies for meeting objectives.

• Dealing with broker complaints and queries
• Addressing each query with the proper investigation and ensuring the broker has the understanding of process and implementation of the correct procedures
• Educating brokers with regards to Stanlib Products
• Taking ownership of cases worked on
• Dealing with broker's complex queries
• Having an understanding of Business Rules
• Having an understanding of procedures for New Business & existing business
• Resolving internal matters to ensure they do not reoccur
• Listened actively to complaints, feedback and feature requests for future improvement.
• Answered clients' questions and presented product value propositions to promote purchases.
• Navigated between multiple systems to find relevant information necessary for assigned tasks.
• Recognized caller needs and recommended viable solutions.
• Referred complex cases requiring further attention and follow-up to appropriate personnel.

• Dealing with client complaints and queries
• Addressing each query with the proper investigation and ensuring the client has the understanding of process and implementation of the correct procedures
• Educating clients with regards to Stanlib Products
• Taking ownership of cases worked on
• Having an understanding of Business Rules
• Having an understanding of procedures for New Business & existing business
• Resolving internal matters to ensure they do not reoccur
• Listened actively to complaints, feedback and feature requests for future improvement.
• Entered and updated customer data to create and modify account information.
• Expedited calls requiring urgent attention for immediate resolution.
• Recognized caller needs and recommended viable solutions.
• Recorded customer interactions using company's Customer Relationship Management (CRM) system.
• Referred complex cases requiring further attention and follow-up to appropriate personnel.
• Navigated between multiple systems to find relevant information necessary for assigned tasks.
• Remained calm, composed and polite to deescalate aggressive customer behavior.