Jobs at Sanlam

What will you do?

• Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)

• Prepare client investment review documents and meeting packs

• Manage account opening and client onboarding

• Keep abreast with FICA and other relevant legislation

• Collate Private Placements with Portfolio Manager and Clients

• Coordinate share transfers and assist the portfolio manager

• Collate Corporate Actions with Portfolio Manager and clients with corporate actions

• Manage client payments

• Coordinate client meetings for Portfolio Manager(s)

What will make you successful in this role?

• Experience within Private Wealth Industry

• High level of accuracy

• Excellent communication and interpersonal skills

Qualification and experience

• Bachelor of Commerce Degree

• Registered person exam (would be an advantage but not mandatory)

• Basic understanding of the Private Client business and the stock-broking environment

• Experience within a financial services industry is essential

• Experience in a stock-broking environment is essential

• Bonds and Safex exams would be an advantage

• Basic understanding of Exchange Control Regulations

Knowledge and skills

• Proficient in MS Office

• Working knowledge of financial systems

• Working knowledge of BDA

Personal qualities

• Strong numerical orientation

• Highly organized with a high level of customer focus

• Accurate and detail orientated

• Critical and analytical capability

• Ability to perform well under pressure and show maturity, confidence and resilience

• Excellent listening, communication and interpersonal skills

• Pro-Active approach to work, clients, problem solving

• Learning agility and curiosity

• Assertive

• Passionate ownership for results

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Overview

The Admin Assistant will be part of the dynamic Sanlam iTrade team that delivers support services to clients who have direct market access to trade online in equities, ETFs and derivatives such as CFDs.

What will you do?

• Deliver general administrative support to clients trading in the local JSE market and more than 20 international markets through direct market access

• Open and maintain client accounts

• Assist clients with the use of online trading platforms

• Liaise with Sanlam Private Wealth’s trading desk on behalf of clients

• Assist with management of corporate actions and proxy voting

• Resolve client queries in an effective and timely manner

• Communicate to clients regarding trading and administrative matters

• Intra-day risk management and daily reporting to the Head of Online Trading

• Quality assurance of all administration and workflow documents

• Maintain and strengthen relationships with internal departments

• Stand in for the Admin Manager from time to time

• Attend to general client queries

What will make you successful in this role?

• Experience in stockbroking and financial services

• Relevant market knowledge

• Ability to communicate effectively and professionally

Qualification and experience

• Bachelor’s Degree or equivalent

• Matric with Mathematics / Accounting

• Willingness to obtain JSE trading qualifications if required

Knowledge and skills

• Self-driven with at least 2-5 years working in administration in the stockbroking industry

• Relevant product knowledge, including offshore and contracts for difference

• Proficiency in MS Office

• Ability to read, write, and speak an additional language will be an advantage

Personal qualities

• Strong numerical orientation

• High attention to detail

• Strong communicator and team player

• Organised with a strong client focus

• Process-driven

• Accurate and detail-oriented

• Critical and analytical capability

• Ability to perform well under pressure and show maturity, confidence and resilience

• Excellent listening, communication and interpersonal skills

• Pro-active approach to work, clients, problem solving and innovation

• Learning agility and curiosity

• Assertive

• Passionate ownership for results

• Relationship management and networking with stakeholders and service providers

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What will you do?

Key Responsibilities:

• Effective servicing clients via telephone, mail and walk-in interactions with all retirement fund administrative matters

• Adhering to the implemented processes, policies and procedures and keeping to all Service Level Agreements

• Handling of general information requests from clients in a professional, effective and efficient manner

• Nurture and build strong relationships with internal and external clients

• Updating of member information accurately on system

• Outbound dialing will be required dependent on project specific tasks

• Support and contribute towards the Sanlam Digital Strategy

What will make you successful in this role?

Qualification & experience 

• Matric/Grade 12

• Experience in a customer centric environment

• Knowledge of Financial Services would be advantageous

• Computer literate with proficiency in Microsoft Office (word, excel and Outlook)

• Competency in an African language

Knowledge and Skills

• Excellent interpersonal and written and verbal communication skills, especially telephone etiquette

• Drive towards client services

• Conceptual thinking skills with an ability to interpret business processes

• Able to handle difficult clients and resolve client matters

• Self-motivated with a strong focus on delivery

• Positive, innovative, energetic and a strong team player

• Able to work fast and accurate under pressure

• Client focused with good interpersonal skills

• Flexible and able to adapt to change

• Diligence and attention to detail

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Sanlam Values

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage

• Serve with pride

• Care because we respect each other

• Act with integrity & accountability

• Grow value through innovation & superior performance

What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 

• To work in allocated key accounts and allocated markets.

• To offer customer service to Sanlam clients.

• To arrange appointments with potential customers within Key Accounts and Allocated Markets.

• To update and inform customers and client public of our new products.
   
   
  Class of Business (COB):
  Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.
   
  Qualification & experience
  FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

• Matric (grade 12) or NQF level 4

• RE5 an advantage

• Clear Credit and Criminal records

• FAIS Compliance

• At least two years’ work experience within sales or marketing
   
  Personal qualities

• Client Service Orientation

• Ability to influence client decision

• Confident decision maker

• Great business acumen

• Adhering to principles and values

• Analytical

• Proactive

• Ability to cope with pressure and setbacks

• Exceptional interpersonal skills

• Trustworthy

• Detail-oriented

• Activity management.

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Sanlam Values    

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.   

• Lead with courage   

• Serve with pride   

• Care because we respect each other   

• Act with integrity & accountability   

• Grow value through innovation & superior performance   

What will you do?    

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries Developing existing markets.   

• Risk management.   

• New Business (quality).   

• Training (administration and sales).   

• Target and goal setting (brokers/SAI/self).   

• Action and development plans for future.   

• Analysis of management reports.   

• Business relationship building.   

• Conservation/ pay point control.   

• Maintain and improve service standards   

Qualification & experience    

• Matric    

• A Marketing/ Management Diploma will be an advantage.   

Knowledge and skills    

• Driver's Licence (own transport is a must)   

• 2 years marketing/sales experience or experience in a similar capacity.   

• Preference will be given to candidates from the financial services industry.   

• FAIS credits   

• RE1/5 would be advantageous   

Personal qualities    

• Self-motivated   

• Good interpersonal skills   

• Planning and organising    

• Ability to interact with people at all levels   

• Target driven   

• Attention to detail   

• Strong entrepreneurial skills   

• Ability to prioritise   

• Decisive and persuasive   

• Treating customers fairly   

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What will you do?

Key Responsibilities:    

• To compile monthly / quarterly and adhoc client reports according to client specifications, quality standards and within required timeframes

• Compiling reports in a format which enable clients to understand the status, identify any issues / concerns and to make informed decisions in respect of a retirement fund under Sanlam’s administration

• Analysing & reviewing reported data to identify any discrepancies, investigate and resolve discrepancies.  Ensure only valid issues / concerns are reported to clients.

• Conduct continuous review of reports and identify opportunities for improvements with the aim of minimizing redundant reporting, development of single source of truth where possible and driving automation opportunities

• Ability to handle various data sources, accurate consolidation of data, using data modelling work to develop reporting capabilities and valuable insights across these data sources is key.

• Work across functional lines (operational as well as client facing teams) to ensure consistent and accurate data quality

What will make you successful in this role?

Qualification & experience 

• Minimum 3 years’ EB industry experience

• Related tertiary qualification is essential

• Financial and IT industry knowledge would be advantageous

• Proficient in Microsoft product (Excel, Word, Outlook etc.)

Knowledge and Skills

•  

• Good / excellent Excel skills (Formulas / Data tables & models / Macros etc.)

• Understanding of retirement fund industry

• Striata knowledge/experience would be advantageous

Personal Qualities

• Client focused, continuous awareness to meet and exceed client requirements

• Analytical mind set with the ability to analyse data to identify trends and potential issues

• Attention to detail and the ability to package information in a simple and understandable format

• Good organisational and effective time management skills

• Ability to work under pressure and meet deadlines

• Self-motivated with a strong focus on delivery

• Ability to multitask effectively and adapt to changing priorities

• Able to adapt to change