Head Of Marketing at Sanlam Private Wealth

Job description

This position is based at our offices in Welgemoed, Cape Town

Key Responsibilities:

• To develop and implement a comprehensive marketing and communications strategy for SPW, building the brand amongst all stakeholder with the primary focus being on the following: Internal and external communication channels, below the line (collateral and events) and digital (newsletter, websites and social media)

• Manage the development, distribution, and maintenance of all print and electronic collateral including, client communications, internal communications, public relations, newsletters and brochures.

• Ensure that the marketing and communications strategy and plans are aligned to the Sanlam Group’s new brand positioning.

• Assist when required in the roll-out of companywide initiatives including the international businesses.

• Ensure communication is aligned to organisational standards.

• Conduct regular monitoring, analysis and review of marketing initiatives with the implementation of a formal ROI structure for reporting to senior management.

• Manage and ensure the development and continuous upskilling of the marketing team in accordance with the relevant regulatory requirements.

• Manage the implementation of the Marketing strategy, provide regular progress reports to the National Sales Manager, Chief Executive Officer SPW SA and senior management team.

• Monitor the Company’s commercial and competitive brand positioning within the marketplace and recommend strategic initiatives or plans to the National Sales Manager for further discussion and analysis. 

• Assist with the development and production of SPW product and services marketing material (below the line collateral, presentations etc.)

• In conjunction with the Client Experience/Business Intelligence Manager ensure that appropriate research is carried out (by internal and/or external personnel) to support the Company’s sales and marketing activities.

• Assist to establish and maintain effective procedures, systems and controls in Marketing to manage risk and ensure sound operational implementation of all Marketing strategies and initiatives.

Minimum Requirements:

• Marketing qualification essential

• Experience of 5-7 years in Marketing within the financial services industry is essential

• Good understanding of Ultra and High Net Worth Clients within the wealth management/investment environment

• Strong track record in developing and implementing marketing and communication strategies with a focus on the below the line, PR and digital environments.

• Ability to translate High Net Worth and Ultra High Net worth client requirements into marketing strategies

• Excellent knowledge of the South African market for financial products and services. Global market knowledge and experience will be advantageous.
• Sound knowledge of regulatory acts impacting on financial services such as TCF and POPI.
• Ability to explain company’s product offerings and comprehensive knowledge of how Investment Proposals are put together.
• Sound knowledge of digital marketing
• Good knowledge of branding within the Ultra and High Net Worth environment

Ability to:

• Project and present a professional image and communicate effectively.
• Define and respond to existing and potential clients’ needs and expectations. 
• Contribute to the development of the business as an individual and as a leader.

Behavioural Competencies:

• Sound planning and prioritization skills

• Strong written and verbal communication skills

• Critical thinking and analytical capability

• Ability to perform well under pressure and show maturity, confidence and resilience

• Excellent listening skills with solid presentation and facilitation capability

• Self-starter that has a pro-active approach to work, clients, problem solving

• Learning agility, curiosity and ability to innovate

• Ability to present to senior management and persuade them of relevant marketing changes to be made

• Passionate ownership for results

• Ability to build solid relationships with customers at PR events for further understanding into their needs

• Track record of people management capabilities