Active Jobs at Sanlam Group

What will you do?

• The REMS Consultant is responsible for handling incoming enquiries from Intermediaries, Management and Support Staff which may include various aspects i.e., Contracting, Remuneration, Funds and Schemes as well as Commissions and Replacements.
• The Consultant will be responsible for providing professional and effective services by meeting expectations, particularly in terms of quality and timelines in compliance with the business and legislative standards and effectively dealing with all e-mails; investigations and ensuring resolution of enquiries.
• The work requires the capturing of information on the system, calculations, investigation of errors and the correction thereof. The role does allow for remote working opportunities contingent on management approval and business requirements.

What will make you successful in this role?

The position requires adept organizational skills, resourcefulness, and the ability to handle a multitude of tasks simultaneously under often high-pressure situations.

• Administration of contracting and/or financing aspects of Intermediary remuneration 
• Handling of incoming requests from Intermediaries (email and telephonic)  
• Responsible to reach production, quality, and SLA targets  
• Application of business rules and legislation
• Development and improving processes and/or policies
• Handling non-standard requests where follow up administration is required
• Liaise directly with SanlamConnect staff, External partners, and institutions
• Execution of calculations and investigations (If required)
• Bookkeeping and reconciliation of accounts (If required)

Qualification and Experience

• Grade 12  
• A tertiary qualification, which can either be a Diploma or Degree, will be advantageous
• Minimum of 2 years in the Broker or Advisor channel working environment or Policy Services environment
• Experience in Intermediary Payroll administration will be advantageous

Knowledge and Skills

• Working knowledge SanPay, Psiber, Internet, Share Point, On Demand, Content Manager, Content Navigator, SAP4Hana and Microsoft Programs
• Must be fully bilingual – verbally and written (English and Afrikaans)
• Understanding of the Financial Services environment
• General knowledge of the SanlamConnect environment  
• Knowledge and understanding of remuneration administration processes
• Knowledge of related general Legislation (NCA, FICA, FAIS, TCF, POPIA etc.)
• Knowledge of Funds and Schemes related legislation, policies, and processes (role specific)
• Knowledge of SLS products (Stratus and Legacy) will be advantages
• Prior experience and knowledge of replacements and/or the financing and contracting of advisers will be advantageous.
• Policy services administration experience (role specific)
• Knowledge of the Legacy Platform and Legacy products (role specific)
• Knowledge of the Epsilon Platform and Stratus Policy products (role specific)
• Knowledge of SLS products (Stratus and Legacy) will be advantageous 

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What will you do?

• As a Client Analyst, you will support the Client Executive team in managing relationships with institutional clients, including but not limited to, investment consultants, multi-manager, retirement funds and financial institutions.
• This role is ideal for someone looking to grow in client and investor relationship management within the alternative investments space. You will be involved in fundraising activities, client servicing, reporting, coordination of presentations, and contribute to strategic initiatives that enhance the client experience.

Responsibilities include:

• Assist Client Executives in managing relationships with institutional clients.
• Support the preparation of client presentations, proposals, and reporting packs.
• Help coordinate client onboarding processes and maintain accurate client records.
• Monitor service delivery against SLAs and escalate issues where necessary.
• Participate in client meetings and take minutes or follow-up actions.
• Conduct research on industry trends and competitor offerings.
• Assist in organizing client education sessions and events.
• Collaborate with internal teams to ensure timely delivery of client requests.
• Maintain and update CRM systems, ensuring data accuracy and actionable insights.
• Maintain a high standard of professionalism in all client interactions.

Key Differentiators

• Deep understanding and commitment to service excellence
• Ability to influence across internal and external stakeholder groups
• Strongly committed to delivering an exceptional client experience
• Technical aptitude, knowledge and understanding of operational asset management functions
• Understanding of the Retirement Fund regulations and requirements
• Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders
• Solid understanding of Alternative investments

Qualifications and Experience

• Undergraduate degree in Commerce, Business Science, Finance, or related field.
• 3-4 years of experience in financial services, asset management, or client servicing (internships included).
• Strong communication and interpersonal skills.
• Proficiency in MS Office (especially PowerPoint and Excel).
• Interest in alternative investments and the investment management industry
• Ability to work collaboratively and manage multiple tasks.

Qualification and Experience

• Appropriate Financial Degree with 3 to 6 years related experience.
• Appropriate Financial Degree with 3 to 6 years related experience

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently