Job Opportunities at Sanlam - (6 Positions)

What will you do?

• First Line AML Analyst On-boarding function, screening, risk rating, customer due diligence, enhanced due diligence
• First Line AML Analyst KYC data Maintenance Functions
• First Line AML Analyst KYC Termination Functions
• First Line AML Analyst Function for Annual Data Maintenance
• First Line AML Analyst Function for ORMS dashboard case management and investigations
• First Line AML Analyst Function Relating to Third Party Payments
• First Line AML Analyst Function Relating to Section 27 and Fraud Cases
• First Line AML Analyst Function Relating to AML Comfort Letters
• First Line AML Analyst Function Relating to KYC/FICA onboarding checks with internal audit and compliance 
• First Line CRM KYC capturing 
• Perform all AML Analyst client due diligence request
• Perform all Counter Party AML due diligence request
• Perform direct AML due diligence request   
• Manage all complex and client sensitive on-boarding’s
• Manage counter party and reliance relationships     
• Enhance DD at onboarding, change of information and continuous monitoring checks 
• Co-creating and contributing to a client centric on-boarding process and framework 
• Alert to client concerns, escalating issues and finding potential work arounds at on boarding and periodic reviews
• Co-creating streamlined on-boarding’s between internal processes and counterparty on-boarding’s
• Establishing AML requirements upfront and helping the front office communicate these to clients
• Ensuring adherence to the FICA regulation operationally 
• Assist internal audit and compliance with regulatory amendments which require comments or implementation or enhancements of current procedures 
• Ensure adherence to the Risk Management Compliance Plan and contribute to any changes
• Formal reporting to boards, compliance, and risk management teams
• Execute the AML processes and procedures in line with Risk Management Compliance Plan and regulation

What will make you successful in this role?

• At least 3 years AML experience 
• Tertiary qualification would be advantageous 

Qualification and Experience

• Grade 12 with 2 to 3 years experience.

Knowledge and Skills

• Compliance monitoring
• Administration
• Ensures quality advice and training on compliance and accreditation
• Business Processes
• Services Knowledge

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What will you do?

• Directs and coordinates activities of businesses or departments concerned with the production, pricing, sales, and/or distribution of products.  
• Manages both direct and matrix resources whose functions include: development of plans, process impact and redesign, change management, communication, training, delivery, implementation of financials and monitoring of performance of implemented solutions, and continuously improve implementation capability.  
• Prepares work schedules and assigns specific duties.  
• Reviews financial statements, sales, activity reports and other performance data to measure productivity and goal achievement.  
• Determines areas needing cost reduction and program improvement.
• Establishes and implements departmental policies, goals, objectives, procedures and may confer with board members, organisation officials and staff members as necessary.
• Determine staffing requirements and oversees the human resources processes.  
• Monitors business to ensure that they efficiently and effectively provide the needed services while staying within budgetary limits.

It is a supportive role to the Foundation Head. This position focuses on assisting with the successful implementation of the Foundation’s strategic objectives and its measurement of impact, as well as managing the execution and adoption of all activities within the Foundation. The role is responsible for the day-day operations of the Foundation, including quality assurance & non-financial regulatory reporting, IT and operational risk management. The role is responsible for the management of the Project managers and project administrator/s in the Foundation to ensure that all programmes are delivered within scope, time and budget.

What will make you successful in this role?

• The role is responsible for the management of the Project managers and project administrator/s in the Foundation to ensure that all programmes are delivered within scope, time and budget.
• Effective management of project team through:
• Managing project managers in terms of agreed performance goals.
• Elevating risks and issued timeously.
• Ensuring effective and open communication channels between project managers.
• Ensure information reported internally and externally is valid, accurate and complete.
• Maintenance and management of Grant Management System.
• Implement process for continuous system improvements.
• Comprehensive management of operations and programmes of Foundation, inclusive of operational support to the Head of Foundation.   
• Response to general enquiries from all stakeholders (internally and externally)

Qualification and Experience

• 1-3 Years’ experience in managing a team.
• Bachelor’s Degree, and a Project Management qualification (PRINCE 2 or Project Management Practitioner (PMP).
• 5-7 years’ experience at management or supervisory level.
• 5-7 years’ experience in Project and/or Programme management, preferably in the NPO/Development sector.

The following will be to your advantage:

• Demonstrable operational experience, including putting systems and processes in place to improve organisational efficiencies.
• 1-3 years’ experience in IT and/or digital channels.
• 3-5 years’ experience in a business/financial services environment.
• Knowledge and understanding of the United Nations Sustainable Development Goals (SDGs).
• An understanding of Risk Management and Internal audit principles will be to your advantage.
• Knowledge and understanding of King IV Report (Triple bottom line).
• Knowledge and understanding of the regulatory and fiduciary requirements (DTI codes of good practice) for Trusts and NPOs.
• Knowledge of Schedule 9 of Income tax Act, as well as VAT act and other relevant financial legislation and fiduciary requirements. 
• Deep knowledge of Sustainability and Socio-economic development, as well as the not-for-profit sector.
• Deep knowledge and understanding of Programme and Project management principles, as well as experience managing operational teams or PMOs.
• Knowledge and understanding of ERM and Operational risk management.
• Knowledge of IT and digital channels, ideally those used in the Not-for-Profit sector.
• Deep knowledge and understanding of M & E, Impact measurement and sustainability reporting.

Knowledge and Skills

• Monitoring work procedures, prepping work schedules and expediting workflow
• Manages Operations procedures and processes including SLA's
• Employee Management and leadership
• Execute the required corporate governance and risk management
• Budgets and expense controls/reporting
• Passion for socio-economic development and transformation.
• High Emotional Intelligence
• High Cultural Intelligence
• Strong leadership abilities
• Ability to work in a multicultural team
• Ability to work with multicultural

Closing Date: 8th,April 2022

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What will you do?

• Manage and coordinate the delivery of BI services (projects and operational support) to the wider Sanlam Investments business.
• Build and manage strategies, roadmaps, priorities, release objectives and processes while managing complex dependencies and actively minimising risk.
• Perform and report on project planning, budgeting, commercial contract management and resource scheduling, and adjust proactively based on changes in demand.
• Ensure that services are delivered in time, within budget, at a high quality and complying to all governance standards.
• Focus on the continued adoption of agile and dev ops principles, methodologies, processes and tools.
• Co-ordinate the delivery of advanced analytics, reporting, digital transformation and value engineering through data capabilities to businesses
• Work with business unit leaders to identify and prioritise problems that advanced analytics is suited to solve
• Develop, drive, measure and feedback progress on SIG’s advanced analytics strategy as an enabler of innovation and business value
• Work cross-functionally to incorporate requirements and feedback from both internal and external stakeholders, as well as to oversee the ongoing development, optimisation and timely commercialisation of our insights, models and action prompts.
• Align your team’s goals with organisational and business unit strategies.
• Empower and motivate the team to deliver innovative solutions, while cultivating a milestone-driven culture and managing your team’s performance.
• Maintain an end-to-end data strategy and roadmap, spanning from data acquisition, to data integration, processing, management and usage for SIG and its strategic partners
• Establish the strategic direction for building the business’s data management program, optimising business approach using data both internally and externally
• The development of the scope of the Data Acquisition Framework based on consultation with key stakeholders
• Lead the organisation efforts to track data collections, data purchases, databases, physical data models and linkages between datasets.
• Oversee cross-functional data policies, while simultaneously ensuring adoption and adherence to data quality and process governance in collaborating departments

What will make you successful in this role?

• Understanding request for services processes 
• Team co-ordination and transformation to dev ops 
• Conceptually understanding technical architecture and framework and driving out technical solutions 
• Proficient in stakeholder management with many moving parts 
• The ability to implement processes and stand up a target operating model
• Communication both to the larger team and management 
• Servicing clients with complex solutions 

Qualification & Experience 

• 8 - 10 years project management experience, specifically in more complex projects, such as creating a new business or multi-functional projects in an existing business with multiple stakeholders.
• Bachelors or Masters degree, preferably in Computer Science, Data Science, Information Systems, Analytics, Business Administration or Engineering.
• Experience with agile and hybrid-agile project management methodologies.
• An understanding and implementation experience of data-analytical technologies.

Qualification and Experience

• Degree with 8 to 10 years related project management experience.

Knowledge and Skills

• Project Oversight
• Project Planning
• Project Management Tools
• Project Tracking and Reporting
• Project Portfolio Management

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What will you do?

• Create and design data and information asset management framework,
• Manage and own data strategy and architecture for Business Transformation/BI. Create data architecture and data model design,manage the integration of data assets from ingestion into consumption layer and overlaying data governance.
• Develop, implement and manage the processes and mechanisms for classifying data and information assets in terms of its purpose, sensitivity and quality as well as the level of accCreate and design data and information asset management framework,
• Manage and own data strategy and architecture for Business Transformation/BI.
• Create data architecture and data model design,manage the integration of data assets from ingestion into consumption layer and overlaying data governance.
• Develop, implement and manage the processes and mechanisms for classifying data and information assets in terms of its purpose, sensitivity and quality as well as the level of access control and protection applicable to it.
• Create/Maintain reference data and master data design.
• Develop, implement and manage the processes to assess data quality and diagnose and report issues for correction.
• Using data profiling, data quality monitoring & reporting tools, measure completeness, timeliness, accuracy, consistency, relevance and integrity and ensuring data is fit for its intended uses on the BI platform.
• Develop, implement and manage the processes for reference data on the BI platform as a special subset of master data that's used for classification throughout the organisation. This includes reference data that is externally mandated or internally authored. This includes process design and tooling discussions.Metadata associated with the data on the BI platform.
• Develop and implement the end-to-end governance framework and model for creating, controlling and enhancing metadata on the BI platform, manage the processes that track the life-cycle of data on the BI platform from ingestion through to consumption as well as how it changes over time (Data lineage tracking is required for master data, reference data, transactional data and metadata on the BI platform.)
• Develop physical data management architectures, policies and practices and oversee the execution of procedures to manage data across its lifecycle on the BI platform from acquisition to consumption.
• Design conceptual, logical, technical solutions and flowcharts for BI assets and Business Transformation solutions.Install and configure information systems to ensure functionality, Migrate data from legacy systems to new solutions, conducting tests, troubleshooting and integrating new elements.
• Coordinate with clients, data users and key stakeholders and develop and achieve various long term objectives for data architecture.
• Define security and backup procedures.
• Determine procedure to identify and collect all required data, validate process and recommend improvements to business data,Oversee and monitor all frameworks to manage data across transformation.
• Design and provide support to all data management methodologies according to required standards.
• Monitor and identify appropriate tools and systems.
• Administer mapping of all data sources and movement and analyse it to ensure appropriate quality of all data.
• Develop key metrics for tests on data and ensure integrity of same on data architecture.
• Prepare documents for data architecture and maintain knowledge on large data structure as well.
• Analyse and understand BI technology stack and entire solution, integration into enterprise architecture, business requirements and create conceptual, logical and technical solution designs.
• Create solution prototypes,create integration of the data assets into the larger BI solution,participate in design and architecture forums to create alignment with Group.

What will make you successful in this role?

• Relevant Data system experience in warehousing, ETL, Reporting, Management Reporting, Business Intelligence implementations, migrations and technology selection 
• Relevant experience delivering business solutions using applicable technology 
• Understanding of data flow from a technical and business perspective from source to output though Information management systems such as Data Warehouses and Data transformation hubs 
• Understanding of Information Architecture domain (e,g DAMA / DMBOK) 
• Understanding of enterprise implications of data policy as it relates to other policy domains: Security, Regulatory, Legal, Tax and Channel conflict 
• Experience in warehousing, ETL, Reporting, Management Reporting, Business Intelligence implementations, migrations and technology selection 
• Experience with Cloudera, HANA, Teradata would be preferential 
• Demonstrated competence in business domain analysis, data warehousing (design and operations), and database design 
• Demonstrated competence with benefits, design and management of structured and unstructured content and databases / repositories (SQL, NoSQL, HDFS/Hadoop distributions, etc.) and hands-on experience with specific products 
• Demonstrated competence with Microsoft SQL Server, Oracle DBMS, SAP Business Objects, and related tools is valued 
• Working knowledge and understanding of benefits and positioning of data virtualization 
• Working knowledge of data science, data mining, OLAP programming, database management and programming, business process modelling and analysis 
• Working knowledge of statistical computing and graphics programming languages (R, Python, etc.) 
• Working knowledge of open source or commercial data visualization tools (PowerBI, BobJ, Tableau, Qlikview) 
• Working knowledge of cloud-based offerings and vendor differentiation related to analytics and information processing capabilities (AWS, Azure)
• Proven work experience as a Data Architect, Data Scientist, Data Analyst or similar role
• In-depth understanding of database structure principles
• Experience gathering and analysing system requirements
• Knowledge of data mining and segmentation techniques
• Expertise in SQL, Cloudera, Cloud and SAP HANA
• Proficiency in MS Excel
• Familiarity with data visualization tools (e.g. Power BI, Python and R)
• Proven analytical skills
• Problem-solving attitude
• BSc in Computer Science or relevant field
• Database Design
• Data Maintenance, Database Security, Database Management
• Requirements Analysis
• Teamwork
• Project Management
• Presenting Technical Information
• Cloud Development
• Solution Architecture Design
• Business Analysis
• DevOps
• Project Management

Qualification and Experience

• Degree or Diploma with 8 to 10 years related experience.

Knowledge and Skills

• Data Analysis
• Project Management
• Business Requirements Definition
• New Technology Research
• Reporting and Administration

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What will you do?

• This critical role is primarily accountable for data owned by the RA business units and is a subject matter expert in support of the Data Owner to the Cluster Information Governance Authority (Data Governance Committee).
• Execute Regulatory/Security requirements: Ensures adoption of Client Data Policies and Standards; responsible for Client Data Quality Management; and responsible for User Access Management. 
• Execute Business Requirements: Monitor and manage the processes/people/system in adhering to all the requirements of personal detail
• Reports to the Data Owner (currently also the Head of Business Shared Services)
• Chairperson of the Data Working group who oversee data quality in Retail Business
• Have experience in using a variety of data tools, analysis methods and data visualization to turn data into actionable insights with demonstrable business impact.
• Assist in specifying complex business rules using the specified toolsets to enable the data modelers to create complex analytical models. Hence, they need to understand and continuously seek to build knowledge of data and information. 
• An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance.
• This person will be responsible for the end-to-end tasks within the data analysis framework working with business representatives, product owners, etc. to define and elicit requirements, analyse data and create reports/dashboards. 
• This role will also ask that the individual can lead other more junior analysts and take responsibility of stakeholder engagement. 

What will make you successful in this role?
Data Management

• Guided by “Business Data Stewards/ Senior and Lead Analysts, Using a variety of data tools, analysis methods .
• They will assist in specifying complex business rules
• The person fulfilling this role will not only analyse data models, but also test the outputs, investigate & troubleshoot data issues and devise solutions in line with best practice. 
• An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance.
• Responsible for the end-to-end tasks within the data analysis framework working with business representatives, product owners, etc. to define and elicit requirements, analyse data and create reports/dashboards. 
• Helps to ensure that data creation rules are followed.
• Recommends changes to the Business Data Steward to improve data quality.
• Helps to enforce business rules related to the data that is in use.
• Monitor and report on POPIA

Data Quality

• Responsible for executing governance in their functional area e.g. new business, claims, policy admin, finance, HR, etc
• Guides and supports Operational Management, Project or Business Analyst.
• Works with business to resolve data issues.
• Proactively identifies data quality trends and improvement opportunities.
• Recommends solutions to business stakeholders to resolve data issues.
• Defines and manages metadata for their domain.
• Coordinates specific business data requirements.
• Responsible for the data quality scores and when necessary facilitating improvement.
• Responsible for ensuring that data is of the correct quality and fit for purpose.

Stakeholder Engagement

• Work directly with management and other business users to gather requirements, provide status updates, and build relationships.
• Present information using data visualisation techniques.
• Lead facilitation requirements gathering workshops with the business.
• Lead collaboration with internal and external stakeholders to analyse information needs, functional requirements and business processes.

Stakeholders:

• Attend BSS/Product House operational meetings 
• Compliance Officers
• Data & Information Governance
• BSS Risk managers
• SGT – DQ tools/MDM
• Business Quality teams
• Coaching/Mentorship
• Provides problem solving assistance to other team members.
• Coach and assist junior team members.

 Qualification and Experience

• Senior Diploma/Bachelor Degree 
• Management or Sanlam Business processes and or Business Change 
• Experience in Client Data with the business rules.

The following is a benefit:

• The Information Systems; Statistics; Data or Computer Science; Engineering) or equivalent (preferred but not essential)
• Functional experience in analytics, data visualisation or reporting
• Experience in agile development desired
• Ability to work with data profiling, data quality and reference data toolsets advantageous

Knowledge and Skills

• Ability to translate business requirements into non-technical terms
• Strong analytical-thinking and problem-solving abilities
• Ability to collect, organize, analyze, and disseminate significant amounts of information 
• Attention to detail and accuracy

Closing Date: 31st, March 2022

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What will you do?
The Sanlam Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. SRA 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 a company 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?
Output/Core Tasks:

• The Client Care Centre environment is divided into three divisions, a call centre a front of office and an administration division that deals with all other types of communication and correspondence from our customers.  
• You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.
• Effectively deal with all client calls investigating, and ensuring resolution of client policy service enquiries. 

Please note that this is an inbound call centre position.

Role Requirements:

Qualifications:

• Matric/Grade 12
• A tertiary qualification (Diploma or Degree) from a well-recognised institution is a requirement. 

Knowledge and Experience: 

• Life insurance customer service experience. 
• Experience in assurance administration. 
• Competent with the administration of life covers, retirement annuities, savings plans and investments.    
• Ability to communicate English, Afrikaans and any African Language is a requirement. 

Competencies:

• Must have passion for customer services
• Strong communication skills
• Aptitude to identify and solve problems
• Capacity to manage information
• Very good Interpersonal skills
• You must have Integrity and hold respect for others
• Computer literate

Closing Date: 31st, March 2022