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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
Overall purpose of the role
Key Responsibilities
• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effective management of a portfolio of clients
• Demonstrating client centricity
• Manage the communication plan of the Funds
• Facilitating and co-ordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Direct employee training to improve efficiency
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry
• Monitor budgets, targets and fees
What will make you successful in this role?
Qualification and Experience
• Bcom Degree or BA Law / LLB or equivalent NQF level
• CFP advantageous
• FAIS accreditation required
Knowledge and Skills
• Minimum of 7 years Benefit Consulting Experience is required
• A proven track record of managing people is advantageous
• Knowledge of Employee Benefits and wider financial services industry and process
• Proficiency in Microsoft Office (Word, Excel, Outlook)
Qualification and Experience
Knowledge and Skills
Personal Attributes
Build a successful career with us
Core Competencies
Turnaround time
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