Job Openings at Sanlam

What will you do?

Sanlam Developing Markets is responsible for Sanlam’s retail business in South Africa. Sanlam Developing Markets provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs. 

 

As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

What will make you successful in this role?

• Analyse and interpret regulation and legislation, and using a risk-based approach.

• Identification and risk rating of applicable  laws and regulations for responsible business units; 

• Development and implementation of compliance/legislative universe for responsible business units

• Development and implementation of Compliance Risk Management Plans (CRMPs) for core legislative and regulatory provisions;

• Compiling monitoring plans indicating the compliance monitoring methodology used and the frequency thereof;

• Compiling monitoring reports on the results of monitoring; 

• Incident reporting, to ensure timeous escalation of compliance risks and incidents, 

• Interpret regulation and legislation and assist business units with practical implementation thereof 

• Advise and provide guidance to management on systems, policies, processes and controls implemented to enable compliance.

• Research and communicate applicable legislative developments to all stakeholders

• Assist with the promotion of a culture of compliance and awareness within Sanlam Developing Markets and actively participating in compliance projects and training initiatives.

• Provide training on regulatory requirements to channels

Qualification and Experience

• A legal or commercial degree 

• Compliance qualification, PG Diploma in Compliance Management would be advantageous. 

• Meeting the competence, qualifications and experience requirements to be registered as a Compliance Officer with the Financial Sector Conduct Authority would be advantageous

• 3-6 years’ experience as a Compliance Officer in the Financial Services Industry

• Knowledge of the financial services industry, especially insurance

• A thorough understanding and knowledge of compliance risk management and monitoring programmes

• A thorough understanding and knowledge of the regulatory requirements impacting on the various businesses  (e.g. FAIS, FICA, LTIA, PPR, POPIA) will be advantageous

Knowledge and Skills

• Compliance and legal projects management 

• Compliance advice and training

• Documentation reviews

• Risk Management

• Compliance montoring and reporting

• Analytical thinking

• Decision making skills

• The ability to manage people and processes effectively in instances where non-compliance is identified

• Technical professional skills

• Report writing skills

• Thorough and detail minded

• Ethical and principled

• Good communication and presentation skills

Personal Attributes

• Business insight - Contributing through others
• Manages complexity - Contributing through others
• Persuades - Contributing through others
• Builds networks - Contributing through others

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Being resilient - Contributing through others
• Collaborates - Contributing through others
• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

 

The closing date for applications is 1 October 2021

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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What will you do?

Outputs / Core Tasks:

• Accurate management of office expenses as per budget e.g. ordering of stationary and groceries.

• Accurate processing of daily banking, monthly commissions, reconciliations, reports and handling of financial queries e.g. audits, deposits and overdrafts.

• Interview clients and reporting of new estates, uploading content to Legalease system and preparation for Estate Manager to allocate, renounce or outsource the estate reaching targets set to achieve by the department.

• Attend to incoming and outgoing post, courier services, keeping the relevant registers up to date, accepting, documenting and courier of wills.

• Updating of Alfa List, and preparation of files to be delivered to Metrofile.

• Reception duties in answering phone calls, attending to enquiries and taking messages.

• Client service duties in attending to clients’ needs, feedback received from clients, and managing complaints.

• Capturing of SRS’s and follow up actions as required.

What will make you successful in this role?

Requirements:

1. Qualifications:

• Grade 12

• Relevant Financial or Legal qualification will be an advantage.

2. Experience:

• At least 2 years estate administration experience within a similar role.

 

3. Knowledge:

• Basic knowledge of financial concepts and principles.

• Knowledge of the estate administration process.

• Knowledge of appropriate legislation linked to estate administration.

• Knowledge of Legalease and Probanker systems will be an advantage.

 

4. Competencies:

• Communicates effectively

• Administration orientation

• Decision quality

• Information gathering

• Cultivates innovation

• Concern for accuracy

• Plans and aligns

• Customer focus

• Collaborates

• Drives results

• Being resilient

• Computer skills (MS Word & MS Excel)

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

 

Closing Date: 23 September 2021

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

go to method of application »

What will you do?
Job purpose 

The Client Service Consultant: Life Investments, will be responsible for the administration and coordination of the investment process. This will be achieved by actively contributing to the high standard of quality and service delivery by effectively verifying and efficiently processing instructions received by Glacier. Providing excellent client services to internal and external parties. 

What will make you successful in this role?
 

Key outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant: Life Investments. 

•     Ensuring all prescribed documents has been received before issuing/adjusting policies or policy records. 
•     The verification and accurate record keeping of all client instructions through service-related tasks via the administration system and workflow system 
•     Communicate business and or regulatory requirements clearly and accurately to the intermediary and other role-players to ensure accurate, efficient processing of transactions and following up on outstanding information.
•     The ability to understand and apply the Glacier solution set to the daily outputs required. 
•     Handling of telephonic / e-mail enquiries from all stakeholders (clients, intermediaries, sales support staff). 
•     Receiving and completion of re-issue requests/cancellations 
•     Investigation and resolution of service-related complaints 
•     Build and establish effective relationships with internal teams to enhance organisational effectiveness and efficiency 
•     To play a key role in the stewardship of positive client relationships and the retention of clients
•     Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures.

Qualifications and experience

     Matric / Grade 12 (Essential) 
     Relevant tertiary qualification (Advantageous) 
     Life Investment (Legacy and Epsilon) experience 
     New Business products, processes, rules and policy records of Legacy Savings & Investments 
     Multilingual (Advantageous) 

Competencies

 

•     Attention to Detail 
•     Adaptability 
•     Ownership 
•     Strong verbal and written communication skills (English and Afrikaans)

Attributes

•     Honesty, integrity and respect 
•     Positive enthusiastic can-do attitude 
•     Ability to work under pressure 
•     Ability to co-operate and thrive both within an independent and team environment 

Qualification and Experience

• Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• Processing transactions and conduct simple calculations
• Data collection and analysis
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification
• Personal Attributes
• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Being resilient - Contributing dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Cultivates innovation - Contributing dependently
• Drives results - Contributing dependently

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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What will you do?

Key Responsibilities:    

To support the Client Relations Managers in the delivery of client service excellence.  

• Preparation of new business documents, agenda packs, etc.
• Distribution of electronic benefit statements and updating share-point accordingly
• Actively behave in a manner required to establish, maintain and advance business and stakeholder relationships    
• Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
• Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
• Provide support to clients on Client portal for all  transactions (contributions, claims, statements and reporting
• Member app/web – actively promote members to make use of the app/web
• Preparation of meeting agendas and reports and follow-up of action items
• Effective handling and managing of telephone and email queries
• Perform to a high standard and be prepared to develop in the role
• Undertake additional training as required to fulfil the role
• Actively participate in internal forums, training and social events
• Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system

What will make you successful in this role?

Qualification & experience 

•     Relevant tertiary financial/investment qualification
•     Minimum of 5 years relevant experience in the Employee Benefits industry
•     Good proficiency in Microsoft Office 
   

Knowledge and skills

• Knowledge of legislation applicable to the retirement fund industry
• Previous retirement fund experience will be advantageous 
• Certificate of Proficiency will be advantageous
• Knowledge of internal workflow systems and Client Portal will be advantageous
• Proficiency in MS Office (Word, Excel and Outlook)

Personal qualities

•     Responsible with a high level of accountability
•     Excellent interpersonal and communication (written, verbal and understanding) skills 
•     Client focus
•     Professional profile
•     Excellent report writing skills
•     Effective time management skills
•     Process orientated
•     Self-motivated with a strong focus on delivery
•     Conceptual thinking skills 
•     Must be able to work under pressure, Individually or as member or a team
•     Team player
•     Innovative thinker with good problem-solving skills
•     Flexible 
•     Able to adapt to change
   

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

go to method of application »

What will you do?

The Sanlam Group has embarked on a strategic journey to become a data driven organisation, as a key enabling element of its digital transformation. You will be responsible for the engagement, establishment and growth of the Enterprise Data Management functions, architectures and platforms to deliver data fluency in operational as well as BI contexts. On the BI side, these platforms should support both traditional reporting as well as advanced analytical solutions. On the operational side, capabilities such as master data management, data quality management, reference data management and metadata management will be required in support of amongst other objectives, the business’ digital client and intermediary engagement objectives.

What will make you successful in this role?

Leadership & Change Management

• Member of the Sanlam Group Technology Data Platform and Services.

• Fulfil line management responsibility for several senior direct reports from potentially diverging backgrounds, operating across the various functional areas that make up the platform, including data architecture, data integration, data quality, governance and data services, operations and projects;

• Exhibit leadership skills including delegation, communication, influencing, coaching, building vision and taking ownership;

• Actively participate in key management and governance forums and establish additional governance as required;

• Encourage, motivate and drive team engagement and ensure adequate availability of capacity and skills;

• Enable others by managing/measuring performance and developing individual team member skills;

• Set data management practices direction and standards in the context of the SGT IT strategic pillars and actively drive adherence to these;

• Manage diversity, performance and output delivery across various teams through cross- functional delivery;

• Build a skilled internal SGT team to deliver data management platforms sustainably to the business over time;

• Communicate effectively across departments regarding the role of data in business and actively drive adoption of the modern data platforms and the decommissioning of legacy data platforms to gain the benefits of simplification of the platform environment;

• Provide relevant training and support to business BI and operational functions established over time as the business becomes more and more data driven and reliant on the data platforms as a result;

 

Strategic Contribution

• Actively engage with the business to understand the strategy of the Retail Affluent business, within the Life and Savings Cluster and Sanlam Groupwide;

• Provide input to the Sanlam Group Technology strategy;

• Provide input to the business’ data and digital strategy;

• Develop the Data Platform & Engineering strategy and prepare supporting tactical plans;

• Develop, drive, measure and feedback progress on the contribution of data platforms to the business strategy.

Data Platform & Engineering Management

• Actively and continuously evolve the data management platform technologies, architecture and standard patterns to enable the business portfolio teams with solutions in a changing business landscape.

• Establish the Data Platform & Engineering operating model and architecture to support traditional reporting requirements, advanced analytics requirements, as well as operational data processing to enhance business decisions, both operationally and strategically.

• Manage the transition to the modern data platforms and the decommissioning of legacy data platforms to gain the benefits of simplification of the platform environment.

• Establish and continuously improve agile ways of working in the delivery of platform related enhancements. 

• Collaborate closely with other SGT executive leaders and line managers to manage interdependencies within the technology environment.

• Establish a clear skills resourcing strategy that allows for core skills to be appointed and for burst capacity needs to be fulfilled through strategic vendor partnerships with a limited core group of vendors partners.

• Maintain healthy relationships with vendor partners and engage strategically with them to optimise the value add from these relationships.

• Establish an appropriate budgeting and cost recovery model, establish financial commitment from businesses making use of data platform services and manage the actual expenses and recoveries to budget on an ongoing basis.

 

Data Platform Project and Delivery Management

• Manage the delivery of data platform-related enhancements, upgrades and proofs of concept using agile ways of working;

• Establish the necessary project governance capabilities to ensure adequate governance and business engagement for platform projects.

Data Platform Operations Management

• Establish the operational team and associated operating model for running the data platform operations upon which data workloads and experiments are productionised;

• Establish the service model and relevant service level agreements with business stakeholders invested in the data platforms;

• Oversight over the data operational teams to deliver its contracted services in line with the relevant service model agreements.

• Drive the continuous improvement of the data platforms and operational capability to facilitate optimal long-term return on investment.

• Establish and maintain robust risk management policies and procedures in line with SGT policies.

• Custodian of the customer master and reference data, MDM expertise.

 

Implementation of MDM frameworks and Platforms

• Implementation of the operations platform and drive vision strategy, delivery, business support and governance for the platform. They will have responsibility for developing and maintaining the group’s data platform vision and strategy.

 

Business Support & Engagement

• Overall accountable for promoting the ways in which data platforms can enhance and/or support business goals;

• Respond to all relevant data platform expectations from business;

• Take responsibility for value generation from the investment in data in collaboration with the business;

• Provide relevant inputs to businesses in meeting information governance requirements;

• Collaborate closely with the Chief Data Officers, BI heads and Governance teams of the relevant business clusters to increase awareness of the business demand pipelines for data workloads and experiments to ensure that platform capability and capacity is in place to provide the necessary support;

• Maintain platform architecture and foundation development roadmaps in collaboration with the business cluster delivery teams.

Qualification

• Bachelor's Degree in Engineering, Science or Information Technology

• Management qualification will be advantageious

• Data Certifications highly advantageous

Experience

• 10 years relevant operational or project related experience of technology platform management in a data/BI environment;

• 10 years in positions requiring executive level influence and personally operating at senior management level would be advantageous;

• Experience of applying Data Platform and Engineering in a Life Insurance or financial services business context would be advantageous;

• Good knowledge and understanding of interaction between data, technology and business applications for insights and improving decision-making;

• Sound knowledge of insurance products, distribution models and processes would be an advantage.

• Experience of financial Services and Insurance

• 10+ years business management of a technical data platform

Knowledge and Skills

• Data Architecture
• Data Governance
• Data Management
• Scripting Languages
• Manage problem identification and resolution within test environment

Personal Attributes

• Tech savvy - Contributing strategically
• Business insight - Contributing strategically
• Balances stakeholders - Contributing strategically
• Manages complexity - Contributing strategically

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment the group provides many opportunities for growth and development.

Core Competencies

• Drives results - Contributing through others
• Being resilient - Contributing strategically
• Collaborates - Contributing strategically
• Cultivates innovation - Contributing strategically
• Customer focus - Contributing strategically

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Closing date: 24 September 2021

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

go to method of application »

What will you do?

Responsible for the credit risk management of a portfolio of Rest of Africa ("ROA") outside of South Africa exposures: identifying, measuring, monitoring and managing credit risk for all product types on a single obligor, group and portfolio basis

Responsible for the monitoring and management of ROA sector risks and developments

Assist various Risk Departments with the implementation of new transactions

Other

What will make you successful in this role?

Knowledge and Skills

• Competitor analysis
• Rank companies within industry based on credit rating
• Written reports for lending decisions
• Recommendations and presentation of results
• Financial Modelling

Qualification and Experience

• Degree with 3 years experience.
• BCom with 3 years experience

Personal Attributes

• Manages complexity - Contributing independently
• Decision quality - Contributing independently
• Financial acumen - Contributing independently
• Manages conflict - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
• The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.