Fresh Vacancies at Sanlam Group

Output/ Core Tasks:

• Administration and sales support processes
• Financial and budget management and controls
• Events and meeting co-ordination
• Office infrastructure
• Risk management/audits
• People management

What will make you successful in this role?

Qualification and Experience:

• Experience as general office administrator, as well as the sales environment within a Life office
• Preferably having worked in a Distribution Financial Services environment
• Grade 12
• Management Diploma

Knowledge and Skills:

To be successful you will need to demonstrate good experience in:

I.T:

• MS: Office (Excel, Word, PP)
• MyWorkspace
• SAP S/4 HANA
• MIS
• SanPay (Jistel)

Business:

• Product Knowledge of Sanlam Products (Basic)
• Budgets and expense management (reporting)
• Compliance and risk management
• OHASA
• Contracts
• Debt management/recovery processes
• Leads management system and processes
• Distribution and sales business model
• Risk management
• Procurement processes
• Vendor/contractor service management (i.e.: cleaners)
• Facilities and security management
• Asset and equipment inventory/stock management
• Sanlam's support services and administration processes
• Knowledge of HR practices and performance management principles

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What will make you successful in this role?

Job Purpose 

• To assist High Net Worth intermediaries and internal clients by offering excellent client service, support, and to maintain and grow relationships.

Key outcomes;

The following outcomes will be expected to be achieved by the Client Relationship Consultant: Niche

• Develop trust relationships with a portfolio of intermediaries, Sales and Client Services teams
• Handling client service requests through;
• Continuously liaising with High Net Worth intermediaries regarding progress or any requirements on pending transactions,  
• Technical understanding of internal processes and relevant legislation
• Suggest ways of improving client service by reporting on trends
• Prompt handling and analysing of problems / complaints 
• Decision making after important information has been gathered and analysed
• Digital guidance and support
• Ensure that intermediaries and their assistants understand processes and procedures by providing guidance and training to intermediary panel
• This should include the development of a SMART action plan
• Must be able to answer queries on technical aspects and product rules within Glacier and the industry, to intermediaries
• Must be able to manage workflow and meet contracted deadlines
• Ability to enhance efficiencies to improve ease of doing business with Glacier
• Ability to self-manage by delivering quality service and maintaining service levels

Qualifications and experience:

• Matric / Grade 12
• Relevant financial qualification will be advantageous as well as relevant experience in the Linked Investment environment
• 3 years client relationship experience within the financial services industry 
• Knowledge of Contractual and Discretionary products will be to your advantage
• Valid driver’s license essential and own reliable car
• Regulatory Exam (RE Level 1)

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Time Management
• Attention to detail
• Communication skills, written and verbal (English and Afrikaans)
• Building and maintaining relationships
• Analytical Thinking and problem solving

Attributes

• Honesty, integrity, and respect
• Positive, enthusiastic attitude 
• Resilience
• Ability to co-operate and thrive both within an independent and team environment
• Willingness to assist

The ability to travel independently both in SA and Namibia is a requirement for the role.

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

• Financial advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

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What will make you successful in this role?

1. On boarding and administration of advisor/SAI’s and new broker contracts:

• Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE checks.
• Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performancecontracts, supervision forms) and personal details for all new sales managers, BDs and advisors andensure these remain up to date.
• Ensure all branch training registers are updated and filed on a monthly basis.
• Complete adviser and manager termination forms accurately and submit them to Branch Manager forapproval.

2. New Business Processing:

• Capture and attach all new business applications on the relevant system.
• Conduct affordability checks on all written policies, when required.
• Check and provide an update on SSLP pending new business.
• Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-offtimes.
• Prepare and submit lodgements as per the required processes and timelines.
• Identify and correct account-related rejections.
• Scanning and indexing of paper-based applications.

3. Policy Servicing

• Ensure that client amendments are submitted and processed timeously and follow up for completion.
• Assist branches and advisors with client related queries including, telephonic queries, client walk-insand claims escalations.
• National support to outsourced brokers queries via email

4. Retentions Reporting

• Pull and analyse all required monthly and weekly reports and distribute, where required, to salesmanagers, branch managers and advisors

5. Ad hoc administrative support

• Support advisors, sales managers and branch managers with all required technological supportincluding, system application/access as well as resolving any technological errors or queries.
• Support advisors with all required training requirements, including any Moodle related support as wellas the planning, organisation and execution of training meetings or events.
• Ensure advisors receive commission statements, payslips (when requested) and that any othercommission or pay related issues are resolved.
• Prepare the required data for advance commission payments/loans.
• Manage the resolution of any facility related issues.
• Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.

Qualifications

• Matric (Grade 12)
• Diploma or degree in related field will be advantageous

Knowledge and Experience

Knowledge:

• In-depth understanding of industry standards
• Working knowledge of products and services (advantageous)
• Knowledge of regulatory and compliance frameworks would be advantageous
• Customer engagement principles

Experience:

• 2 - 3 Years experience in an administrative capacity in an operational environment.
• Experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.) 

Conditions of Employment

• Clear criminal and credit check
• Smart phone
• Own transportation

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The responsibilities and key performance indicators (KPIs) for the role:

• Compile, ensure correctness and distribute Asset Allocation sheets to the Portfolio Managers.
• Implement asset allocation, local equity, and foreign equity model decisions as and when required for Sanlam Investment Group Portfolio Managers. 
• Manage cash flows (In/Out), asset transfers, corporate events, and dividends.
• Monitor and ensure compliance with guidelines on portfolios.
• Manage Data to ensure compatibility and integrity of portfolio data on Hiport vs NX and DSS by cross-checking asset values and fixing discrepancies.
• Implementation of Market, Unitized/Unit trust, FOREX, Derivative and Model trades.
• New Security & portfolio creations.
• Ad hoc tasks including verification of settlements, liaising with the back-office administrator and clearing holding differences. 
• Actively looking at automating checks, capturing and reconciliation processes

What will make you successful in this role?

The must-have and nice-to-have skills, qualifications, and experience for the role.

• 3-year degree/diploma in Finance or Accounting qualification
• 7 years’ experience in the finance industry
• Preferably specific experience in middle or back-office asset management
• Knowledge of portfolio and trade implementation, inclusive of Life Funds, Managed Funds and Unit Trusts 
• Experience in process improvement and automation
• Technical (hands-on) understanding and experience in databases and business analysis. 
• Strong Excel skills, including VBA programming.
• Knowledge of NxManager will be preferable. 
• Financial instruments and pricing and valuation thereof 
• Corporate actions and the effect thereof in instrument valuation

Knowledge and Skills

• Portfolio fund administration
• Create and execute Operations Management infrastructure including trend analysis for future efficiencies
• Department operations and office management
• Administration and processing of new and existing business
• Client Communications

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What will you do?

• Formulates, revises and implements the investment decisions in all functional areas of the investment portfolio teams across fixed income, equity, property, unit trusts and foreign exchange portfolios.   
• Manages the entire implementation process of transactions for Investment Management accounts and/or fiduciary accounts. 
• Devise and implement process improvement efficiencies.
• Taking responsibility for delivering against commitments
• Provide strategic thinking, leadership and direction in respect of future trends and processes in the investment implementation environment 

What will make you successful in this role?

Qualification & Experience 

• Relevant Commerce qualification 
• 10 years of working experience in the financial industry 
• Preferably specific experience in middle or back office asset management
• Strong communication, organizational, and interpersonal skills with the confidence to engage professionally and persuasively across all levels both internal and external. 
• Experience in managing a team.
• Experience in process improvement and automation
• Technical (hands on) understanding and experience in databases and business analysis 
• Financial instruments and pricing and valuation thereof 
• Corporate actions and the affect thereof in instrument valuation
• Strategic thinker with an entrepreneurial mindset

Knowledge & Skills

• Knowledge of portfolio and trade implementation, inclusive of Life Funds, Managed Funds and Unit Trusts 
• Strong Excel skills 
• Knowledge of NxManager will be preferable. 

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Key responsibilities

• Development, integration and execution of a client service strategy, focussed on growing our market share
• Retention 
• Regular engagements with stakeholders about SC value proposition and product offering in the evolving corporate landscape 
• Ensure an excellent client experience that is synonymous with Sanlam client philosophy and company values 
• Contribution to client reporting and dealing with client queries 
• Attend and participate in client meetings, prepare and perform report back presentations/proposals/pitches etc. 
• Keep abreast with trends and developments in the investment and EB industry 
• Support our conversion strategy from standalone to umbrella
• Engage and leverage our group market development team and enhance union relations
• Managing and directing a cross functional team to execute on strategy 
• Drive digital adoption and innovation initiative
• Managing departmental budgets
• Manage stakeholder relations 

Qualifications and experience

• Matric and relevant industry qualifications
• A minimum of 10 years client relationship experience in EB 
• An in-depth knowledge of the EB environment  

Skills and experience

• Excellent understanding of the corporate environment
• Experience and knowledge regarding the Employee benefits industry 
• Understanding of corporate and industry distribution channels and structures
• Strong presentation and communication skills
• A proven track record in exceptional client relationship management
• Managing complex discussions with clients

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Key responsibilities

• The primary role is to provide support to more experienced team members throughout the investment process. 
• Executing in-depth financial modelling and financial analysis under supervision of the Associate or Principal.
• Conducting industry and market research on investment targets. 
• Assisting in preparing of Discussion Papers and Transaction Proposals.
• Attending external meetings with senior members of the team as necessary.
• Supporting the senior members in ensuring compliance with all regulatory requirements for each investment. 
• Post-investment monitoring and analysis of management accounts and financial results.
• Performing general administration tasks for the investment process, including minute taking, preparation and keeping updated folders and files for potential targets and investee companies, preparation of weekly screens, monitoring of performance of portfolio against pre-set benchmarks, and preparation of weekly, monthly, or quarterly performance reports. 
• Performing additional task that may be assigned by senior members of the investment team. 

What will make you successful in this role?

Functional Competencies

• Demonstrates a foundational understanding of the SPE investment philosophy and criteria. 
• Exhibit a strong understanding of the private equity investment philosophy and can effectively illustrate how it is applied to SPE portfolio companies.
• Ability to conduct comprehensive desktop analysis of potential investment targets, adept at identifying key opportunities and risks, and skilled in formulating strategies to address them.
• Inquisitive and committed to continuous self-development.
• Proficiency at constructing financial and valuation models.
• A self-starter who proactively responds and assist senior members of the team response to portfolio company value unlock opportunities.
• Ability to prioritise commitments and communicate effectively with team as well as clients.
• Display a high level of emotional intelligence to be able to establish trusting relationships with team members and the client.
• Ability to perform the portfolio maintenance and compliance functions effectively.
• A dedicated team player consistently prioritising the business over individual interests.

Qualification and Experience:

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Proven track record of at least 1 – 3 years of experience in investment banking preferably.

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Key Responsibilities
You will be responsible to start sourcing and leading mid-market investment transactions. 
Play a significant role on larger investment transactions.
Supervise Investment Associates and Investment Analysts in performing all their work, including deal pre-screening, due diligence reviews (company, industry, and market), strategy for value unlock on potential targets and presentation of investment proposal papers to the Investment Committee.
Driving value unlock strategies in portfolio companies through representing SPE on the Board of Directors and/or supporting the senior members of the investment team on larger portfolio companies.
Responsible for developing and maintaining key relationships with portfolio companies’ management and Directors, and the investment community players.  
Develop an extensive network of contacts for deal sourcing and value enhancing strategies on portfolio companies.
Provide input in legal and transaction agreements.
Offering support to more senior members in the investment process.
Play a significant role in practice management functions.
What will make you successful in this role?

Functional Competencies

• Ability to represent SPE as a Principal with a strong grasp of the SPE business model, investment philosophy as well as solid understanding of the private equity investment principles.
• Prepare investment papers and discussion papers for presentation to Investment Committee.
• Ability to manage an investment team from end to end in executing transactions, including leading the value unlock initiatives with portfolio companies.
• Be a trusted, strategic business advisor by small and medium size portfolio companies (able to own both CFO, CEO, COO etc. relationships) as well as ability to form similar type relationships with CFO’s of large size portfolio companies. 
• Strong and sound understanding of the industry dynamics for each industry invested in and is able to identify and discuss key strategic matters with senior management and rest of the Board.
• Ability to bring unique investment opportunities to SPE for possible investments.
• Strong management and mentorship skills of the juniors, including putting in place development plans.
• Play a significant role in practice management functions of the firm.
• Owns strategic relationships with brokers and corporate finance firms.
• Lead SPE presentations to external parties (fundraising, investor report backs, conferences, asset managers meetings, etc).
• Strong knowledge of the SPE business model and structure, and constantly identifying unique opportunities and risks for the business.
• Demonstrate a high degree of self-sufficiency and independence.
• A dedicated team player consistently prioritising the business over individual interests.
• Demonstrate ability to constantly identify and drive new value unlock opportunities at portfolio companies besides those at inception of the investment.
• Prepare Quarterly Reports for investment companies and portfolio.
• Capable and confident of being the lead representative of SPE on the Board of Directors of medium size companies, and initially assisting a Partner at large size portfolio company with a view to taking over.

Qualification and Experience:

• Bachelor’s degree in Finance, Economics, Business, or a related field, CA(SA). An advanced degree (MBA) is highly advantageous.
• Proven track record of at least 6 -10 years of experience in investment banking or private equity experience.

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What will make you successful in this role?

1. Assist in growing the Sanlam Connect 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

2. 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.

3. 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.

4. 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

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Key Outcomes:

The following outcomes will be expected to be achieved by the Offshore Specialist  - GI:

• New business and increased retention of existing investment business
• Profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio
• Implementing a business plan for the region (sales volumes, investment education and training, marketing and client services – administration)
• Implementing an intermediary support model to facilitate effective and efficient support between GI, the intermediary and the various Sanlam Group product providers by:
• Supplying accurate investment, product, fund, service and investor information
• Training and developing the intermediary and office staff
• Supporting investment projects and campaigns (marketing support)
• Participating in investment product implementation (presentations, product development & client service support)
• Practice Management (facilitate or identify broker needs – technology, reporting and developing a profitable practice)
• Co-ordinate and maintain effective SLA’s with all relevant stakeholders
• Ensure adherence to all regulatory requirements (e.g. FAIS, FICA)  

Qualifications and experience

• 5 + years’ experience in a financial distribution in investments environment
• Relevant financial/ investment qualification (Financial tertiary qualification)
• Support and developing of intermediary (IFA) practices
• Fully bilingual (English and Afrikaans)
• Technical knowledge about international investments, investment industry and trends
• Valid Driver’s License and own reliable vehicle
• Must be willing to travel 
   

Competencies

• Resilience and Tenacity (sales environment)
• Building and maintaining relationships
• Working as part of a team to achieve regional objectives.
• Impact & Influence
• Action Orientation/ Performance driven
• Initiative
• Client Orientation
• Communication (verbal & written)
• Innovative thinking and problem-solving
• Management (planning, leading, organising & controlling)
• Presentation skills
• Pressure/Stress Tolerance

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What will make you successful in this role?

1. Assist in growing the Sanlam Connect 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

2. 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.

3. 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.

4. 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

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What will you do?

• This role is accountable for rendering data and analytics-based support within MWL to enhance operational effectiveness/innovation, enable better sales and solve business problems.

 Key responsibilities are:

• Manage the leads pipeline
• Render technical support with selected investigations and data analytics
• Provide input into business plans/projects
• Provide data/analytics support and solutions 
• Manage client profiles and segmentations
• Ensure data governance and integrity
• Stakeholder management
• People management

What will make you successful in this role?

Qualification & experience:

• Related qualification in data science/quantitative analysis preferable (maths and statistics)
• Relevant accreditations in tools, applications (i.e.:  Python, R, SQL, etc)
• Management diploma (preferable)
• 3-5 years’ experience within a data analytics environment

Knowledge and skills:

IT:

• MS: Excel, Word, PP, Outlook, Access
• Pandas (Python), R
• Standard Data storage reading/writing: SQL, flat files including CSV
• GLM and Machine learning techniques
• BI and Big Data tools would be an advantage: Hadoop, MapReduce, Hive, Pig, Data streaming

Business:

• Sound financial services industry knowledge 
• A business operating model and strategy
• Digital and alternative distribution operations (including call centres)
• Relevant regulatory legislation and compliance knowledge 
• Statistical analysis
• Quantitative modelling/analytics
• Data modelling 
• Data management /storage and transformation
• Database design and management
• Architecture and Infrastructure management and enablement
• Data Science solutions for Big Data problems. 
• Data governance and security
• Client profiling and behavioural modelling
• MIS and reporting
• Business modelling and feature engineering 
• People management

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What will make you successful in this role?

Provide actuarial and business support to SanlamAllianz life insurance businesses, including:

Valuation and reporting

• Monthly valuation and management reporting
• Half-yearly valuation, management, and embedded value reporting
• Prepare annual budgets in consultation with in-country management.
• Data management and improvement of processes

Experience monitoring

• Perform, analyse and explain results of experience investigations.
• Initiative in resolving issues and upgrading the environment.

Actuarial risk control

• Asset liability management
• Reinsurance management

Capital management

• Product management
• Collaborate with SanlamAllianz product management teams
• Provide group structuring and pricing support

Collaboration

• Establish and maintain relationships with in-country teams
• Ad-hoc projects

Qualification and Experience

• Actuarial Science degree
• Good progress in completing actuarial exams
• Two to three years relevant experience
• Previous experience with life insurance actuarial reporting including IFRS, EV, VNB and SAM bases will be beneficial

Knowledge and Skills

• Proficiency in DCS and Prophet will be beneficial
• Proficiency in Microsoft Office
• Actuarial Problem Solving