Ideal candidates will be responsible for:
New Business sales: Personal Lines and Commercial Lines
Client services, renewals and amendments
Building own portfolio
Prospecting of new opportu
PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
Providing sound financial advice and a high level of client service in a Branch cont
What will you do?
We are seeking a highly motivated and detail-oriented Finance Assistant to join the Academy team. The ideal candidate will have a strong analytical mindset, excellent communica
What will you do?
The Call Centre Manager will contribute to the high standard of quality client service to both financial intermediaries and clients and will take ownership of the day-to-day ma
What will you do?
The role of the Business Analyst is to ensure the smooth and effective running the various systems, related processes, and integration points with other systems and application
Key Responsibilities:
Data Management
Ensure the accuracy, integrity, and security of all investment-related data.
Oversee data collection, analysis, and reporting processes to support inve
An excellent opportunity for an AML Analyst to join a well-established and growing Financial Services Firm based in Johannesburg. The role will require the candidate to assist with day-to-day funct
Job Summary
Contribute to tactical planning from an operational perspective. Implement and deliver approved operational plans. Accountable for management in terms of: people, process, applied te
Job Summary
To provide advice and support in banking practice formulation and associated best practice improvement tactics; enabling the provision of specialist expertise.
Job Description
Job Summary
Deliver day-to-day knowledge work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
Sales Target : Proactively
Job Summary
Responsible for creating a future fit strategy and leading a business aligned data team, leveraging and contributing to the broader capabilities of the Chief Data and Analytics Offic
Job Summary
Optimise the profit and economic value of portfolios of Growth Business key account clients requiring medium to high complexity commercial banking requirements by focusing:
o
Job Summary
Ensure that all activities and duties are carried out in full conformance to the Enterprise Risk Management Framework (ERMF), Operational and Resilience Risk Management Framework (OR
Job Summary
Support the Relationship Executive in the optimisation of profit and economic value for portfolios of Growth Business key account clients requiring medium to high complexity commerci
Job Summary
The objective of the Legal and Advisory Specialist is to provide comprehensive Fiduciary and Estate Planning support to advisers, bankers and clients in Private Bank, Business Bank a
Job Summary
The Branch Product team is currently working on multiple projects across the systems in the team, BDP, BTP, Have Your Say, Retailer Product and more systems
You will have access
Job Summary
Support the Relationship Executive in the optimisation of profit and economic value for portfolios of Premium Business key account clients requiring high complexity commercial
Job Purpose
We are looking for an experience Credit Analyst to join our team. In this role you will be required to assess credit risk of existing portfolio so that risk is managed and mitigated
Banking and Financial Services careers include a variety of banking and money management services such as saving, investing and retirement plans. Careers in banking and financial services range from customer service banking and sales positions, financial advisers and analyst positions. People in the Banking / Financial Services Industry typically work in commercial banks, mortgage companies, savings and loan establishments and credit unions. Some government agencies and companies also require financial services professionals to manage their portfolios and statements.
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