The Sanlam Trust business offers professional Fiduciary Services to the South African market. We provide expert management of deceased solvent estates and living and testamentary trusts.
The successful incumbent will be employed by Sanlam Trust, a subsidiary of Capital Legacy.
What will you do?
- Strategic positioning of the business area for the immediate
- Lead, manage and implement plans and assess the business performance against targets and objectives
- Collaborate with various stakeholders
- Manage the financial discipline of the division as it relates to budgets, business targets and performance.
- Provide strategic leadership and people management within Sanlam Legacy
- Identify, mitigate, implement, and manage controls as it relates to risk and compliance for the business area
- To stay abreast of all regulatory and industry changes relating to the Fiduciary landscape.
Qualification & experience
- Commercial/Financial or business-related degree/diploma
- Extensive financial services experience in marketing/sales environment
- Experience in SanlamConnect at a Business Manager level will be advantageous
- Experience of SanlamConnects businesses; processes and procedures will be a strong recommendation
- Understanding of Fiduciary Services
- Sales and Operational Management/Leadership of a team/unit
- People Management
- Budget & expense management
- Debt Management
- Financial Services industry knowledge
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Financial Services Product Knowledge (Sanlam & competitors)
- Legal technical knowledge (product related)
- New & existing business processes
- Adviser contracts and remuneration
- Broker contracts
- Sales & related administration processes
Core Competencies
- Cultivates innovation
- Customer focus
- Collaborates
- Drives results
- Being resilient
- Financial acumen
- Business Insight
- Flexibility & adaptability
- Resilient
- Ability to solve problems and work with complexity
Drives vision and purpose - Contributing strategically
Business insight - Contributing strategically
Manages complexity - Contributing strategically
Strategic mindset - Contributing strategically
Build a successful career with us
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
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 closing date for applications is 11 August 2023.
Our aim is to help you build a successful career with us
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office the group provides many opportunities for growth and development.
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 ensuring 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.
