Active Jobs at Sanlam Group

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the business.

What will make you successful in this role?

• Formulate clear strategic objectives and a business plan for specific client area.
• Work closely with the Head of the business and broader Graviton team to develop client sales and retention strategies.
• Actively use and leverage capability of a cluster wide CRM.
• Understand client needs and identify appropriate solutions.
• Actively manage key client relationships focusing on growing and developing existing clients together with generating new business.
• Influence overall profitability of client area by meeting targets.
• Position Graviton simply and effectively to the range of current client and prospective clients.
• Act as the key interface between the client and Graviton and support stakeholders.

Qualification and Experience

• Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc), unless qualified by extensive experience and track record
• Relevant postgraduate qualification would be advantageous (e.g. CFA, CFP)
• At least 5 years’ experience in financial services, experience in investment sales would advantageous
• Good understanding of investment principles, financial instruments and unit trusts
• Strong understanding of the segment landscape, different players and key needs
• An existing network of retail financial advisors an advantage
• Experience in either retail platform/LISP distribution or retail asset manager distribution
• DFM distribution/portfolio management experience an advantage.

Technical & Behavioral Competencies

• Deep knowledge of self, Graviton, the client, the context.
• Strong technical knowledge of products and solutions.
• Ability to develop and manage committed relationships.
• Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes.
• Deep understanding of the dynamics of the market and ability to “close the deal”.
• Strong market facing presence.
• Technical aptitude and product knowledge.
• Decision quality - making good and timely decisions that keep the organisation moving forward.
• Financial (business) acumen - Interpreting and applying understanding of key financial indicators to make better business decisions.
• Business insight - applying knowledge of business and the marketplace to advance the organisation’s goals.
• Communicates effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of the different audiences.

Knowledge and Skills

• Business plan development and implementation
• Financial advice and support
• Production target achievement and budgeting
• Client relationship management
• Compliance and risk management

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What will you do?

• Proactively manage all client, intermediary and third party manager queries and process their requests
• Collate Corporate Actions with Portfolio Manager and clients
• Collate Private Placements with Portfolio Manager and clients
• Responsible for collating client payment information and documentation
• Responsible for collating share transfer information and documentation
• Responsible for collating cash journal information and documentation
• Responsible for collating on boarding documents and quality check on all mandates and FICA information
• Responsible to screen all new clients against various sanction lists prior on boarding
• Responsible to collate and submit cash receipts
• Submit clear and accurate instructions on all Admin processes to Central Admin Hub
• Responsible for trade allocation
• Collate and submit Score and Monthly Management fee reports
• Ad hoc administrative duties
• Monitor safe custody fees on BDA system
• Follow up on debit lists
• Monitor At Home positions
• Manage the diary for Portfolio Manager(s)
• Prepare Information packs for meetings

What will make you successful in this role?

• Experience within Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Bachelor of Commerce Degree
• Registered person exam (would be an advantage but not mandatory)
• Basic understanding of the Private Client business and the stock-broking environment
• Experience within a financial services industry is essential
• Experience in a stock-broking environment is essential
• Bonds and Safex exams would be an advantage

Knowledge and skills

• Proficiency in MS Office
• Working knowledge of financial systems
• Working knowledge of BDA

Personal qualities

• Strong numerical orientation
• Highly organised with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results