Offshore Specialist: Glacier International - CT at Sanlam Group

Job Purpose

• The Offshore Specialist GI will be responsible in supporting the Glacier International distribution strategy in maintaining, growing and training across a portfolio of international investment intermediaries and distribution partners, increasing the Sanlam Group’s market share of international business via the various distribution structures that Glacier International utilises.

Key Outcomes

The following outcomes will be expected to be achieved by the Offshore Specialist:

• Seize the opportunity to drive dynamic new business targets whilst maintain existing relationships and ensure retention of an existing portfolio of clients.

Implementing a forward-thinking intermediary support model that streamlines collaboration between GI, intermediaries and Sanlam Group & Glacier distribution partners, that includes:

• Timely, insightful, and precise information on offshore investing, products, funds, and services, becoming the go-to source for trusted expertise and innovative solutions.
• Ignite growth through knowledge and training. Empowering intermediaries’ practices to flourish as offshore investment specialists.
• Drive the offshore investment discussion through specific projects and marketing campaigns 
• Engage with internal stakeholders, presenting solutions, contributing to product development, operations and client service improvement and efficiencies.
• Identifying broker needs and sharing, communicating and developing tools and structures to enhance the GI proposition.
• Take the initiative to co-ordinate and nurture strong, effective service level agreements with all your distribution stakeholders
• Lead by example, engage our partners, encourage excellence and support the greater team

Qualifications and Experience

• Relevant financial/ investment qualification (Financial tertiary qualification)
• At least 5 years of experience in the financial services industry, experience in distribution is an advantage. Exposure to specialising in investments and CFP will also be an added advantage.
• Having established relationships in the region will be an advantage
• Demonstrating previous roles of support and development of intermediary practices
• Fully bilingual (English and Afrikaans)
• Technical knowledge about retail investment products. International products will be an advantage
• A valid Driver’s License and own reliable vehicle
• Must be willing to travel

Competencies

• Resilience and Tenacity and an understanding of a competitive sales environment
• Ability in building and maintaining strong relationships across various business forms
• Working as part of a team to achieve regional objectives.
• Ability to make an impact & Influence outcomes and decisions
• Using your initiative in being Action Orientated and Performance driven 
• A focus on client service and positive outcomes and experiences
• Strong written and verbal communication skills, along with critical thinking that incorporates problem solving and innovation, and strong presentation skills.
• Show management skills that involve leadership planning and organising
• The ability to work under pressure in a highly competitive and fast paced environment.

Attributes

• A positive and enthusiastic attitude towards both internal and external parties
• Aspirational values of being performance driven, having a “can do” attitude and achieving through teamwork.
• A core foundation based on honesty, integrity and respect
• The ability to work independently and take initiative

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 6 to 8 years related experience.

Knowledge and Skills

• Financial advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building