Head of Offshore Operations and Servicing

Discovery Limited

Discovery – Invest | Service Teams

Head of Offshore Operations and Servicing

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 role focuses on enhancing Discovery Invest International’s offshore service offering and driving the growth of the offshore investment platform with intermediaries and IFAs. This involves strategic thinking on how to grow the global platform business.

READ:   Sales Representative

Areas of responsibility may include but not limited to

  • Build a world class client and broker offshore onboarding, servicing and withdrawal experience.
  • To lead, recruit, develop and align the offshore servicing team, to the strategic direction of Discovery Invest
  • Responsible for complex problem solving and the implementation of an appropriate solution
  • Responsible for strategic direction and accountability of all offshore client and intermediary operations
  • Grow the offshore operations platform at scale and ensuring client service is world class and consistent
  • Managing key relationships: maintaining key relationships with strategic partners such as custodians, trustees, and third-party system and service providers
  • Compliance and risk: ensuring all AML, FATCA, CRS and other legislative matters are complied with. Managing all associated risks in the businesses and reporting to Risk and Compliance Committee
  • Implementation of the governance strategy and control systems across business which included operational process redesign to enhance overall operating performance, regulatory compliance, customer experience and improved cost structures

Personal Attributes And Skills

  • Drives Results
  • Values Driven
  • Optimistic
  • Learns on the Fly
  • Resilient
  • Instils Trust
  • People Savvy
  • Problem Solver
  • Manages Complexity
  • Business Acumen
  • Strategic Agility (Tactical Strategy)
  • Builds Networks

Additional Attributes

  • They can handle complex, ambiguous situations in an agile environment where deliverables may shift quickly
  • They have experience in digital with a keen understanding of user journey design to optimize the client experience
  • They can lead discussions at a senior level to gain prioritization on projects important to the business
  • Strategic thinker with ability to articulate vision and execute well
  • Ability to effectively drive people, process and technology change in a dynamic and complex operating environment
  • Ability to make sound business decisions, provide strategic input, develop contingencies, analyse risks, make good judgements, and solve problems
  • Applies judgement in order to prioritise activities. Needs to determine what will have the greatest impact on the business and then prioritise
READ:   Business Unit Industry Specialist Savory

Education And Experience


  • Matric
  • A completed formal qualification with strong mathematics, analytical or business focus such as a CA (SA), BCom, MBA or Engineering qualifications
  • Bachelor of Commerce (BCom) (Honours) in Investment Management (Advantageous)
  • Obtained or studying towards a CAIA/CFA (Advantageous)


  • A minimum of 8 – 10 years working experience in an Offshore platform environment or similar Investment platform
  • Minimum of 4 – 5 years Senior Management experience within the Investment/Asset Management industry with a specific focus on Offshore Investments
  • Extensive business and/or technical experience with a proven track record of innovation, entrepreneurship, delivery and performance
  • Strong business acumen, including domain-specific knowledge of the LISP/Unit Trust specifically in compliance and legislation relating to Offshore Investments
  • Advanced management skills in organising, planning, and executing business strategy
  • Proven ability to build and effectively manage high-performing, self-managing teams that work well in a complex environment
  • Experience in driving of business process innovation to enhance the value of delivery


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.

  • Seniority level


  • Employment type


  • Job function

    Management and Manufacturing

  • Industries

    Information Technology and Services, Insurance, and Financial Services


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