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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
Key responsibilities
- Examples of some practical responsibilities include:
- Deployment of sales predictive models to score clients on a schedule within our client data hub
- Automation and deployment of lapse predictive models
- In many cases, the above involves collaboration with system developers to implement and deploy scalable solutions
- Create a value tracking model for our sales, lapse, and other value-adding models
- Build capabilities to monitor model and data drift
- Extend and build various data models (e.g., intermediary profitability measurement, risk underwriting)
- Sanitisation of some structured and unstructured data (e.g., text, visual data) to create value
- Work with actuaries and data scientists (and our 3rd party analytics vendors) on the above to ensure alignment with value-creation objectives
What will make you successful in this role?
Qualification & experience :
- Bachelor’s and/or Master’s degree in Computer Science, Statistics, Data science or related field
- Strong understanding of statistical analysis, modelling, and machine learning techniques
- Python/R and SQL experience is essential
- SAP HANA
- Utilization of cloud-based technologies
- Experience with distributed data/computing tools: (e.g. Map/Reduce, Hadoop, Hive, Spark, MySQL, etc.)
- Experience with deploying machine learning to production environments
- Understanding of MLOps, how it is integrated into the analytical pipeline from data warehouse to machine learning model and finally to actionable insight
- Experience in leading a team of data engineering professionals
Core competencies
- Living up to our Group-wide core competencies, will help you achieve a successful career with us.
- Cultivates Innovation: Creating new and better ways for the organization to be successful.
- Client Focus: Building strong customer relationships and delivering customer-centric solutions.
- Drives Results: Consistently achieving results, even under tough circumstances.
- Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience: Rebounding from setbacks and adversity when facing difficult situations.
Role specific competencies
- Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Nimble Learning: Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.
- Manages complexity: Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems
- Strategic mindset: Seeing ahead to future possibilities and translating them into breakthrough strategies.
Skills
- Strong analytical-thinking and problem-solving abilities
- Strong technical and operational ability
- Good attention to detail
- Effective communicator of technical information
- Passion for growing and leading a team
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What will you do?
The initial key responsibility of the role would entail front end and database development.
The further focus of the role will be the enhancement of the Satrix Portfolio Management system.
What will make you successful in this role?
- Research, understand and analyse all three Satrix target markets
- Creating user stories by identifying & defining business requirements for new business models or changes to existing models
- Development and maintenance of the current application
- Analyse and design new business processes to meet business requirements
- Create business process models, analyse models and identify variances from operational and performance requirement
- Documentation of processes
- Define and design changes to existing processes as required and ensure integration of changed into the process environment
- Gain in depth knowledge of the current system, processes and underlying integration points
- Review test approach & test cases to ensure coverage of relevant business scenarios, use cases & functionality define
- Participate in testing to ensure that business requirements have been met
- Continuous learning and development so that you stay abreast of the latest trends and present this to internal forums
- Relevant Degree for diploma (BBusSci, BComm)
- Computer science as major final year course
- At least 2 years related work experience
- At least years develop experience
- Advanced knowledge of mathematics and statistics
- Excellent analytical, modelling and problem-solving skills
- Proficient in VB.Net
- Experience and knowledge in Microsoft SQL
- Able to construct SQL queries
- Expert level and proficiency in MS Excel and VBA
- Knowledge of object orientated programming
- Understanding and exposure to python beneficial
- Understanding of API’s
- Financial Industry experience would be beneficial
- UI experience would be advantageous
Knowledge and Skills
- Recommendations and presentation of results
- Financial Modelling
- Analysis
- Problem Solving
- Research
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What will you do?
Responsible for the management of the Sanlam Chartered Accountant (CA) Training programme and will work on a number of special projects to optimise and automate processes.
What will make you successful in this role?
Management of the CA Training programme:
- Accountable for compliance with the SAICA training regulations and accreditation requirements.
- Responsible for ensuring trainees are provided with exposure/skills to address competencies on both the 2016 and CA2025 competency frameworks.
- Explore new trainee rotation opportunities including updates to generic training plans and CA2025 training plans
- Facilitate training for trainees, reviewers, assessors.
- Facilitating the groupwide CPD programme for staff belonging to accounting professional bodies (coordinating and arranging of events)
- Manage and oversee the talent manager responsible for recruitment, bursary programme and other trainee initiatives
Other functions:
- Participate in multiple projects to automate/ optimise processes within group financial reporting. This includes developing, executing, and monitoring of project plans
- Research and propose technology/vendor solutions to meet business requirements
- Assist with test implementation, proof of concepts to ensure solution/design meets business requirements
- Documenting guidelines, processes, and procedures where appropriate
- Limited financial reporting responsibilities during critical periods
- Functional and user acceptance testing of all relevant systems as and when required
- All other ad hoc tasks that may be required from time to time
Qualification and Experience
- Qualified accountant CA (SA)
- 2-4 years (minimum) in a financial/project/technology environment
- Experience in using Sanlam’s financial reporting systems (Walker/Essbase/Hyperion Financial Management/SAP) will be to your advantage
- Specialist Knowledge on SAICA Training Regulations, Accreditation requirements and CA2025
- Preferably a registered assessor with SAICA
- Strong computing and data management skills
- Excellent interpersonal skills, ability to interact with all levels in the organisation
- Demonstrated ability to plan, prioritise and deliver results within time constraints
Knowledge and Skills
- Financial Analysis
- Financial projects and advice
- People Management
- Financial Management
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What will you do?
Data Preparation
- Acquire data from various data sources and combine & transform data into interpretable datasets, reports or dashboards
- Assess the effectiveness and accuracy of new data sources and data gathering techniques
- Extend the company’s data with third party sources of information when required
- Process, cleanse and verify the integrity of data used for analysis
- Perform data profiling of data contained in source systems
- Provide detailed analysis of all data implemented into the database
- Provide the data mapping and associated transformation rules for each data item
- Ensure that the business requirements and subsequent development activities are supported by accurate information.
Analysis and Visualisation
- Interpret data, analyse results using analytical techniques and provide reports and/or dashboards
- Identify, analyse, and interpret trends or patterns in complex data sets
- Use data to answer key questions about the business.
- Support and maintain the project data models at multiple levels of detail and functionality (conceptual, logical, normalised, relational, dimensional, application level, subject-level, integrated, etc.)
- Assist Data Modelers to draw up detailed data models.
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
- Facilitate requirements gathering workshops with the business
- Collaborate with internal and external stakeholders to analyse information needs, functional requirements and business processes
What will make you successful in this role?
Requirements
Qualifications
- Bachelor’s degree (statistics/data or computer science/engineering) or equivalent
- Practical experience in analytics, data modelling and data profiling
Knowledge and Experience
- 3 years of experience performing data analytics
- Strong knowledge of and experience with reporting packages (Business Objects), databases (SAP HANA, Cloudera), querying (SQL)
- Business experience in financial services an advantage
- Strong analytical-thinking and problem-solving abilities
- Excellent written and verbal communication skills
- Experience working with data in various data sources and databases
- Strong analytical skills with the ability to collect, organize, analyse, and disseminate significant amounts of information with attention to detail and accuracy
- Demonstrated experience in handling large data sets and relational databases.
- Experience working in an agile environment
- Excellent attention to detail
Competencies
- Communication skills
- Accountability
- Analytical thinking
- Innovative thinking
- Building and maintaining relationships
- Results driven
- Team success
- Adaptability
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What will make you successful in this role?
Role Requirements:
Qualifications:
- Diploma or Bachelor’s degree in Finance, Business or Commercial.
- CFP qualification will be an advantage.
Experience:
- At least 5 years’ experience in a similar capacity within the Fiduciary industry.
- Proven sales related success and track record.
- Experience in building client and intermediary value propositions.
- Experience in supporting and development of intermediary practices.
- Sales management experience in the Financial Services industry will be an advantage.
Knowledge:
- Knowledge of budgeting and forecasts.
- Knowledge of Retail Insurance (especially risk) distribution and financial planning.
Competencies:
- Excellent leadership qualities
- Communicates effectively
- Good presentation skills
- Decision quality
- Analytical thinking
- Cultivates innovation
- Plans and aligns
- Concern for accuracy
- Customer focus
- Collaborates
- Builds networks
- Drives engagement
- Drives results
- Team success
- Being resilient
- Computer skills (MS Office)
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What will you do?
The Client Service Consultant Operations - New Business will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service New Business Consultant Operations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact / faxes / email etc. in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is always updated with progress thereof.
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system.
Reporting
- Ensure that you report suspicious activities timeously to the relevant departments.
- Reporting of service failures to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe.
- Pass all your In-House Product and Process Assessments.
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs.
Protecting the Glacier Brand and building relationships
- Play a key role in fostering positive client relationships and the retention of clients.
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency.
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures.
Ad-hoc tasks
- Client service project involvement as and when required.
- Resolving queries received from various stakeholders timeously.
- Assist the Operations department where assistance is required.
Qualifications
- Matric / Grade 12 (Essential) with Maths.
- Relevant tertiary qualification (Advantageous)
- Linked Investment Service Provider experience (Advantageous)
- Ability to fully converse in English
- Ability to read and understand Afrikaans
Competencies
- Resilience
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (overtime)
- Ownership
- Decision making and accountability
- Numerical reasoning
- Strong verbal and written communication skills
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Job Purpose
The Client Service Consultant Operations: Alterations will be responsible for the capturing of Switch, Repurchase and Rebalance related instructions received from various stakeholders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as always providing excellent client services to all stakeholders.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations - Alterations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal requirements
- Liaising with all relevant role players e.g., Intermediaries/Clients/Broker Consultants etc. to obtain any outstanding information/documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact/fax/e-mail on the progress of their instructions received
- Ensure that the Workflow System is updated accurately with progress notes at all times
- Adhering to all relevant business processes
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system
Reporting
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures timeously to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
- Pass all your In-House Product and Process Assessments
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
Protecting the Glacier Brand and Building Relationships
- Play a key role in fostering positive client relationships and the retention of clients
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
- Always living the Glacier Values
Adhoc Tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist the Processing Floor where assistance is required
Qualifications and Experience
- Matric / Grade 12
- Relevant tertiary qualification (Advantageous)
- 2 - 3 Years Linked Investment Service Provider experience in a processing role is compulsory
- Ability to fully converse in English
- Ability to converse in Afrikaans (Advantageous)
Competencies
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (working late)
- Ownership
- Decision making and accountability
- Strong verbal and written communication skills (English)
Job Purpose
The Client Service Consultant Operations: Alterations will be responsible for the capturing of Switch, Repurchase and Rebalance related instructions received from various stakeholders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as always providing excellent client services to all stakeholders.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations - Alterations:
Verifying of Instructions received from various stakeholders
⦁ Ensuring all instructions received comply with the business rules and legal requirements
⦁ Liaising with all relevant role players e.g., Intermediaries/Clients/Broker Consultants etc. to obtain any outstanding information/documentation or to clarify instructions received
⦁ Inform the relevant role players via telephonic contact/fax/e-mail on the progress of their instructions received
⦁ Ensure that the Workflow System is updated accurately with progress notes at all times
⦁ Adhering to all relevant business processes
Capturing of Instructions
⦁ Capture all valid instructions received timeously and accurately on our processing system
Reporting
⦁ Ensure that you report suspicious activities timeously to the relevant Departments
⦁ Reporting of service failures timeously to the relevant Support Manager
Technical Care
⦁ Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
⦁ Pass all your In-House Product and Process Assessments
⦁ Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
Protecting the Glacier Brand and Building Relationships
⦁ Play a key role in fostering positive client relationships and the retention of clients
⦁ Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
⦁ Always living the Glacier Values
Adhoc Tasks
⦁ Client service project involvement as required
⦁ Resolving queries received from various stake holders timeously
⦁ Assist the Processing Floor where assistance is required
Qualifications and Experience
- Matric / Grade 12
- Relevant tertiary qualification (Advantageous)
- 2 - 3 Years Linked Investment Service Provider experience in a processing role is compulsory
- Ability to fully converse in English
- Ability to converse in Afrikaans (Advantageous)
-
Competencies
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (working late)
- Ownership
- Decision making and accountability
- Strong verbal and written communication skills (English)
go to method of application »
What will you do?
- Responsible for performing calculations
- Liaises with other departments both verbally and in writing.
- Handles anniversary processing, member and new member updates, medicals, paid claims for benefits and quotes for withdrawals and retirements.
What will make you successful in this role?
- Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report)
- Adherence to service level agreements. (Internal and external.)
- Adherence to internal controls and procedures in place.
- Professional verbal and written communication and reporting to clients. (Internal and external.)
- Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
- Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
- A thorough understanding of and compliance with the Pension Fund Act, Fund Rules, Income Tax Act and any other relevant legislative requirements.
- Maintain relationships with internal departments.
Qualifications and experience
- Grade 12/Matric
- 2-3 years’ related experience
Knowledge and skills
- Reporting and Administration
- Quality, compliance and accreditation
- Business Processes
- Services Knowledge
Method of Application
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