Sanlam Investments Group is one of South Africas largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.
We Take Particular Pride In
- Sanlams longevity and innovation
- People, teamwork and values
- A culture of diversity and commitment to growing our own timber
- Our robust, tested and proven pragmatic investment process and philosophy
What will you do?
- Client Reporting (Adhoc, daily, monthly, and quarterly).
- Portfolio cash flow and transaction implementation (close interaction with Curo Fund Services.
- Maintain an in-depth knowledge of client and products invested by client.
- Assist with the preparation of presentations for client report backs.
- Liaison with clients (new clients, portfolio restructures and query management).
- Managing client queries and day-to-day problem solving.
- Comprehensive support to the Account Executives in order to successfully service the client.
- Building relationships with internal and external clients and suppliers.
- Building and maintaining a positive working relationship with internal stakeholders.
- Ad hoc duties and projects from time to time.
- Identify and analyse opportunities that will improve business efficiency.
- Updating of CRM system.
- Accurately capture fees on Revport.
- Be able to evaluate the impact of changes in the business environment on the billing cycle and if required make recommendations on how to ensure the billing cycle is not negatively impacted.
- Sound technical understanding of financial services industry.
- Excellent listening, communication, and inter-personal skills.
- B.Comm or B.BusSci degree with Information Systems or equivalent Diploma.
- 4-5 years experience within a similar role, in an asset management environment.
Behavioural
- Customer Focus: The ability to understand and anticipate client needs and deliver excellent service to enhance the client experience.
- Team player and proactive individual.
- Organised.
- Ability to work independently and use initiative.
- Review and improve processes.
- Ability to prioritize tasks.
- Ability to use technology and functionality to increase efficiency.
- Thrives in a high-pressured environment.
- Problem-solving ability.
- Attention to detail.
- Resilience this competency involves emotional intelligence, self-awareness, and the ability to bounce back from setbacks.
Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace, as we believe that these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
