Client Analyst at Sanlam Group

What will you do?

• As a Client Analyst, you will support the Client Executive team in managing relationships with institutional clients, including but not limited to, investment consultants, multi-manager, retirement funds and financial institutions.
• This role is ideal for someone looking to grow in client and investor relationship management within the alternative investments space. You will be involved in fundraising activities, client servicing, reporting, coordination of presentations, and contribute to strategic initiatives that enhance the client experience.

Responsibilities include:

• Assist Client Executives in managing relationships with institutional clients.
• Support the preparation of client presentations, proposals, and reporting packs.
• Help coordinate client onboarding processes and maintain accurate client records.
• Monitor service delivery against SLAs and escalate issues where necessary.
• Participate in client meetings and take minutes or follow-up actions.
• Conduct research on industry trends and competitor offerings.
• Assist in organizing client education sessions and events.
• Collaborate with internal teams to ensure timely delivery of client requests.
• Maintain and update CRM systems, ensuring data accuracy and actionable insights.
• Maintain a high standard of professionalism in all client interactions.

Key Differentiators

• Deep understanding and commitment to service excellence
• Ability to influence across internal and external stakeholder groups
• Strongly committed to delivering an exceptional client experience
• Technical aptitude, knowledge and understanding of operational asset management functions
• Understanding of the Retirement Fund regulations and requirements
• Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders
• Solid understanding of Alternative investments

Qualifications and Experience

• Undergraduate degree in Commerce, Business Science, Finance, or related field.
• 3-4 years of experience in financial services, asset management, or client servicing (internships included).
• Strong communication and interpersonal skills.
• Proficiency in MS Office (especially PowerPoint and Excel).
• Interest in alternative investments and the investment management industry
• Ability to work collaboratively and manage multiple tasks.

Qualification and Experience

• Appropriate Financial Degree with 3 to 6 years related experience.
• Appropriate Financial Degree with 3 to 6 years related experience

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently