Senior Investment Specialist: SC Invest (CPT) at Sanlam Group

Key Responsibilities
Product Management:

• Assist with specialised proposals and client feedback on various investment products
• Provide technical product support to distribution team (including competitor analysis)
• Draft and maintain product information.
• Deliver presentations to existing clients, and potentially new business pitches to prospective clients

Technical Product Support:

• Work closely with the business head to provide specialised proposals and client feedback
• Provide technical product support to distribution teams (including competitor analysis)
• Preparation or checking of communication to clients
• Over time, deliver presentations to existing clients and new business pitches to prospective clients

Solution Development:

• Assist with the development and implementation of new solutions, including research and idea testing and enhancing existing solutions
• Development of technical marketing and thought leadership material relating to the business’s investment strategies 

Analysis and Information Gathering:

• Documents changes to existing business processes when relevant to implementation
• Provide effective and timeous management information

Stakeholder Engagement:

• Consult and engage with key stakeholders including, actuarial, administration, product owners 
• Investment specialists, intermediaries and clients
• Build and maintain strong relationships with internal and external clients

General:
 

• Assist senior staff requiring support and junior staff requiring assistance or guidance 
• Assist with mentoring actuarial graduates

Qualification and Experience

• Bachelor’s degree with 5+ years relevant work experience
• Progress towards either an actuarial / CFA qualification
• Prior experience in an investment, employee benefits and/or actuarial environment would be advantageous

Knowledge and Skills

• Sound knowledge of retirement funds and/or investments. 
• Working knowledge of operational processes.