Current Vacancies at Sanlam Group

What will you do?

Report and monitor daily risk across a combination of business units. This includes but is not limited to:

• Market Risk
• Build valuation and sensitivity models from first principles
• Assist with quantitative modelling / projects etc
• Assist with the production of management reports (fortnightly, monthly, and quarterly).
• Error and exception monitoring and follow-up.
• Follow up on limit breaches and obtain explanations from the front office teams.
• Credit Risk
• Liquidity Risk
• Funding Risk

Qualification and Experience

• BSc or BSc (Hons) in Mathematical / Statistical / Financial Maths / Financial Risk Management (FRM) / Business Mathematics / Quantitative Risk Management (QRM) / M Phil, or a similar qualification. This needs to include subjects which are technical / mathematical as well as its application to financial markets and concepts.
• Python coding skills and Murex knowledge will be advantageous.
• 2 - 4 years’ experience in a similar role

Knowledge and Skills

• Liquidity risk assessment programme
• Business processes
• Reporting and administration
• Liquidity risk management
• Quality, compliance, and accreditation

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Job purpose 

The Senior Research and Investment Analyst will perform in-depth and quality investment research, with a particular focus on investment solutions. This includes but is not limited to manager research, formulating and implementing solutions that will fit a particular client need, a high standard of client service delivery, sales support, and presentations both to financial intermediaries, media and the Glacier Sales and Distribution team. It is a cross-functional investment specialist position with various investment and product set capabilities within Glacier across a wide variety of stakeholders. These stakeholders include Sanlam Retail Affluent (SRA), Sanlam Investments, financial intermediaries, direct clients, and the general media. This role will also specifically involve assisting the Head of Solutions. 

Key outcomes

The following outcomes and responsibilities are expected:

•     In depth manager research
•     Assisting in driving the overall Glacier Manco value proposition.
•     Contributing to and the positioning of the Glacier Invest and Consult offering.
•     Contributing to and the positioning of Life investments.
•     Driving successful investment thought leadership.
•     Presenting relevant topics to intermediaries.
•     Quality market research within the team.
•    Enhancement and improvement of the overall research process.
•     Coaching and training of the investment and junior analysts.
•     Specialist sales and distribution support.
•     Specialist client services support.
•     Teamwork.
•     Leadership and being comfortable with complexity and ambiguity in a business environment.
•     Domestic and international travel.
•     Ad hoc projects

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What will you do?

This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution.  This role forms part of and contributes to the Regional Exco.  The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers. You will be responsible for the Pietermaritzburg area (which extends to Newcastle, Vryheid, Ladysmith & surrounding areas in the KZN Midlands).

Output/Core Tasks:

• The expectations of the role is to:
•  Serve on Regional MANCO and contribute to Regional Sales Strategy 
•  Translate regional strategy into tactical and operational sales goals
•  Drive and support marketing and business building initiatives
•  Set and drive sales and manpower targets
•  Manage expenses
•  Manage operational effectiveness
•  Manage and develop staff  

What will make you successful in this role?
Qualification & experience 

•  8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential 
•  Sales and Operational Management/Leadership of a unit/Product Specialist 
•  Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree 
•  Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
•  Post Graduate Diploma in Financial Planning /CFP – Preferable  

Knowledge and skills 
To be successful you will need to demonstrate good experience in:
IT:

•  MS: Office (Excel, Word, PP)
•  Web based platform tool/site
•  Advisor tools (i.e.: Sanfin; Leads program, Sanport)
•  AUTONUB 
•  SANPAY

Business/Management:

•  Financial Services Industry Knowledge 
•  Specialised knowledge within different distribution channels
•  Financial Services Product Knowledge (Sanlam and competitors) 
•  Legal technical Knowledge (product related)
•  New and Existing business processes
•  Advisor contracts and remuneration
•  Broker and/or Advisor contracts
•  Sales and related administration processes
•  Leads management and campaigns/competitions)
•  Leadership and Management skills to manage staff 
•  Budgets and expense management (including profitability and VNB)
•  Debt management
•  Relevant regulatory legislation and compliance knowledge (FAIS accredited)
•  Different distribution models and value propositions

Personal qualities 

•  Cultivates innovation 
•  Client focus 
•  Drives results 
•  Collaborates 
•  Flexibility and adaptability (being resilient)
•  Financial acumen
•  Business insight 
•  Plans and aligns
•  Balance stakeholders 
•  Decision quality 
•  Treating customers fairly (TCF)

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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 Sanlam Group business and brand.

What will make you successful in this role?
Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

 Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client’s portfolio annually by undertaking the above steps.

Client Service

Ensure all client interactions are ethical, courteous and professional.

• Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.
• 5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

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