EXECUTIVE: STRATEGY AND CUSTOMER AND COMPETITOR INSIGHTS

Executive: Strategy and Customer and Competitor Insights Key Accountabilities: 1. Strategy Formulation and Execution • Develop and implement long-term business strategy aligned with The Companys vision and goals. • Lead annual strategic planning in collaboration with key internal stakeholders (sales, finance, operations, HR, etc.). • Execute initiatives to enhance franchise value and ensure sustainable growth and market leadership. • Integrate new product offerings, partnerships, and market expansion into strategic execution. • Analyse market trends, competitive positioning, and customer insights to inform decision-making. • Monitor and evaluate the success of strategic plans against performance targets. • Collaborate with marketing and communications teams to align campaigns with business goals. • Foster cross-functional integration across The Company to execute strategic priorities. 2. Business Performance Monitoring • Define KPIs and dashboards to track strategic, financial, and operational performance. • Regularly report franchise value indicators to executive leadership, with actionable insights. • Analyse data across departments (sales, marketing, finance) for performance optimisation. • Ensure alignment with centralised services (e.g. CVM, Digital) to track key value drivers. 3. Market Research and Analysis • Lead the delivery of market insights to support business strategy. • Conduct competitor and market trend analysis to drive strategic agility. • Identify monetisation opportunities from insights/data-driven products and services. • Present research findings to inform product and customer strategy decisions. • Represent the business at committees and knowledge-sharing forums. 4. Customer Primacy and Sustainability • Drive the development of compelling customer propositions and experiences. • Leverage customer data to improve marketing effectiveness and revenue growth. • Collaborate with analytics teams for predictive modelling and personalisation strategies. • Define the Customer Value Management (CVM) framework and manage CX initiatives. 5. Business Management & Governance • Lead operations of the Managing Executives office to ensure strategic execution. • Represent the office in high-impact projects and strategic initiatives. • Prepare executive reports for internal and external governance structures. • Ensure adherence to governance frameworks, compliance protocols, and reporting standards. 6. Customer Value Management • Define and oversee the CVM strategy for the A&I business unit. • Execute measurement and customer analytics across key segments (RB, EB, CIB). • Own social media and digital engagement performance within A&I. • Track churn, engagement, and overall customer lifecycle value. 7. Stakeholder Engagement • Represent A&I on Group forums (Exco, SECC, Board, regulators, etc.). • Collaborate with internal stakeholders to align delivery with enterprise-wide strategy. • Translate strategy into executional requirements with cross-functional teams. 8. People Management • Build and manage a high-performing team through coaching, development, and talent management. • Lead succession planning and workforce development aligned with group HR frameworks. • Foster a high-performance culture through continuous feedback and recognition. • Act as an escalation point for employee matters within the business unit. • Address employee survey outcomes and drive positive employee experiences. Educational Requirements: • Bachelors Degree in Commerce, Business Management, Finance, or equivalent (required) • Postgraduate qualification in Commerce, Strategy, Management or Governance (preferred) • Professional qualifications such as Actuary, CFA, or MBA (advantageous) Experience Requirements: • Minimum 10 years of experience in the Financial Services industry (Banking required) • At least 56 years in the Advice/Insurance domain (preferred) • Minimum 5 years in senior leadership roles with proven expertise in: • Strategy formulation and execution • Customer Value Management • Market research and competitive analysis • Data-driven decision-making • Stakeholder engagement and governance