Client Investment Associate at Sanlam Group

What will you do?

• The Client Investment Associate role is to support the delivery of investment solutions and client service by acting as a key link between institutional clients and internal teams.
• The role is critical in enhancing the client experience, while focusing on client investment support, investment administration, reporting, and relationship management.

Key Responsibilities

• Client and Relationship support
• Addressing day-to-day client queries
• Co-ordinate and attend client meetings where required, including drafting meeting agendas, notes and minutes.
• Supporting the preparation and circulation of client reports
• Supporting the new client process, including preparing tender documents, due diligences, onboarding documentation and KYC processes
• Act as a key interface between the client and the SIMM business, including other Sanlam distribution teams

Process improvement and collaboration

• Contribute to the continuous improvement of investment and client processes
• Collaborate closely with the various teams, including investments, operations, finance and compliance
• Assist with special projects or strategic initiatives as required

Business Support

• Support the Business Head in building out the value proposition, including collateral
• Conduct adhoc research and analysis where required
• Support and leverage the establishment of a business-wide CRM system
• Drive and champion the culture of the business

Qualification and experience

• Undergraduate degree, preferably commercial (e.g. B. Com, B. Bus.Sc)
• 5 to 8 years work experience 
• Proficient in Microsoft tools (Outlook, Word, Excel, Co-Pilot, and PowerPoint) and Adobe Acrobat