Latest Recruitment at Sanlam

What will you do?

• Assist and support Sanlam Limited in effectively managing Groupwide AML/CFT/CPF & Sanctions risk and comply with related country legislation. Regularly engage with business stakeholders to provide advice, input, and guidance on AML/CFT controls in respect of minimum standards, strategies, projects, plans, initiatives, reporting, and other relevant activities. Stay abreast of key regulatory updates and developments to enable implementation across the applicable Sanlam businesses. Provide AML/CFT  advice to business stakeholders on the requirements of the Risk Management and Compliance Programme (RMCP). Make key contributions towards the maintenance of the AML/CFT RMCP by conducting research and analysis and staying abreast of new or amended legislation to align local AML/CFT requirements and international best practices, as applicable. Provide oversight and assurance on implementation of the RMCP. Documentation of training and awareness material were required, and facilitation of training where required. Provide input into key reports and submissions to regulatory and enforcement agencies, industry bodies, internal committees, the executive committee and ultimately, the board. Provide guidance on screening requirements, including but not limited to alert investigations, and escalations.

What will make you successful in this role?

• Regularly engage with business stakeholders to provide advice, input, and guidance on AML/CFT controls in respect of minimum standards, strategies, projects, plans, initiatives, reporting, and other relevant activities
• Stay abreast of key regulatory updates and developments to enable implementation across the applicable Sanlam businesses 
• Provide AML/CFT  advice to business stakeholders on the requirements of the Risk Management and Compliance Programme (RMCP) 
• Make key contributions towards the maintenance of the AML/CFT RMCP by conducting research and analysis and staying abreast of new or amended legislation to align local AML/CFT requirements and international best practices, as applicable
• Provide oversight and assurance on implementation of the RMCP
• Documentation of training and awareness material were required, and facilitation of training where required
• Provide input into key reports and submissions to regulatory and enforcement agencies, industry bodies, internal committees, the executive committee and ultimately, the board. 
• Provide guidance on screening requirements, including but not limited to alert investigations, and escalations.

Knowledge and Skills

• Compliance and legal projects management
• Compliance advice and training
• Documentation reviews
• Risk Management
• Compliance monitoring and reporting

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

go to method of application »

What will you do? 

•  Responsible for building your own business by recruiting and managing a team of financial advisers on Sanlam’s behalf
•  Manage compliance and business risk
•  Manage the daily business operations
•  Manage and develop the performance of staff
•  Resolve escalated operational issues
•  Manage budgets
•  Allocate worksites or facilities
•  Manage changes within the business
•  Manage relationships with key stakeholders and clients
•  Talent and succession management
•  Ensure alignment to Treating Customers Fairly (TCF), in all business practices
•  Manager of managers.
•  Worksite management and relationship building

Qualification & experience 

•  Grade 12
•  Degree or a 3 year diploma in Finance/ Marketing/Business Management; or
•  The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSB’s list of recognized qualifications at the point of recruitment. 
•  Must have RE5
•  RE1 is business requirement from the date of appointment

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 Branch Manager.

Knowledge and skills 

•  At least 5 years industry experience of which 3 years should be in management of sales. 

Personal qualities 

•  Analysing
•  Team Management
•  Relating and Networking
•  Adapting and responding to change
•  Coping with Pressure and Setbacks
•  Interpersonal sensitivity
•  Adhering to principles and values
•  Confidence and decisiveness
•  Proactivity
•  Planning and Organising
•  Quality and detail orientation
•  Persuading and Influencing
•  Achieving personal and work goals and objectives
•  Computer Literacy (MS Office)
•  Treating Customers Fairly
•  Strategic thinking

go to method of application »

What will you do? 

•  Responsible for building your own business by recruiting and managing a team of financial advisers on Sanlam’s behalf
•  Manage compliance and business risk
•  Manage the daily business operations
•  Manage and develop the performance of staff
•  Resolve escalated operational issues
•  Manage budgets
•  Allocate worksites or facilities
•  Manage changes within the business
•  Manage relationships with key stakeholders and clients
•  Talent and succession management
•  Ensure alignment to Treating Customers Fairly (TCF), in all business practices
•  Manager of managers.
•  Worksite management and relationship building

Qualification & experience 

•  Grade 12
•  Degree or a 3 year diploma in Finance/ Marketing/Business Management; or
•  The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSB’s list of recognized qualifications at the point of recruitment. 
•  Must have RE5
•  RE1 is business requirement from the date of appointment

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 Branch Manager.

Knowledge and skills 

•  At least 5 years industry experience of which 3 years should be in management of sales. 

Personal qualities 

•  Analysing
•  Team Management
•  Relating and Networking
•  Adapting and responding to change
•  Coping with Pressure and Setbacks
•  Interpersonal sensitivity
•  Adhering to principles and values
•  Confidence and decisiveness
•  Proactivity
•  Planning and Organising
•  Quality and detail orientation
•  Persuading and Influencing
•  Achieving personal and work goals and objectives
•  Computer Literacy (MS Office)
•  Treating Customers Fairly
•  Strategic thinking

go to method of application »

What will you do?

• Proactively maintain appointment schedules by planning and scheduling meetings, strategic sessions, teleconferences travel and accommodation.
• Time, email and priority management.
• Document preparation for meetings, preparation of monthly reports and powerpoint presentations.
• Draft minutes in a meeting and make sure that documents completed in the meeting are reported at a reasonable and appropriate time.  
• Keep in safe custody all reports, minutes & powerpoint presentations.
• Collaborate with other PA’s.
• Prepare payments requisitions for goods and services.
• Assist with logging SRS to procure office equipment.
• Compile organograms of team structures.
• Arrange meetings, catering and all the relevant logistic requirements.
• Telephone answering and screening of calls, taking messages if management unavailable. Redirecting of call to appropriate person – when necessary.
• Maintains office supplies by ensuring adequate inventory levels at all times (eg. Stationery supplies).
• Provide administrative support by ensuring that time frames, policies and procedures are adhered to in respect of reports, performance management, etc and follow up on deadlines in respect of work processes/reports.
• Communicate with internal and external stakeholders.
• Receive guests.
• What will make you successful in this role?

Qualification & experience 

• Matric/Grade12 
• A secretarial certificate or Paralegal studies or diploma will be a distinct advantage
• 6 – 8 years relevant experience in a secretarial or similar role within the financial services environment

Knowledge and skills

• Proficient Microsoft Office Skills (Word, Excel, Outlook and Powerpoint).
• Ability to interact with executives, senior management and staff at all levels and other stakeholders across the business.
• Ability to work independently 
• Applying initiative and innovation in work processes 
• Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
• Planning and prioritising work to meet commitments aligned with organisational goals.
• Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm.
• Knowing the most effective and efficient processes for getting things done, with a focus on continuous improvement.

 
Personal Attributes

• Communicates effectively - Contributing independently
• Plans and aligns - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently

go to method of application »

What will you do?
Output/Core Tasks:

• Ensure systems and processes across LDW are operated efficiently and effectively and deliver against business needs
• Ensure quality and cost-effective software development and maintenance of Data Warehouses across Mainframe (Cobol/DB2) and Cloudera/ SAP HANA applications
• Prepare and manage costs budget for development and maintenance work for the portfolio.
• Facilitate internal communication and effective collaboration to Actuarial Hub stakeholders
• Be the point of contact for external communications (e.g., from customers or stakeholders)
• Facilitates and supports all scrum events: Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective.
• Works with Squad, as well as internal and external stakeholders, to influence and drive decision making and support organizational project or product teams.
• Work closely with leadership to define product and establish product backlog. Owns delivery roadmap.
• Ensure deliverables are up to quality standards in accordance with SBI and SGT processes and standards (i.e., architecture and security standards, project management and quality assurance methodologies etc.) at the end of each sprint
• Acts as a leader who coaches and supports Agile teams assigned to mainly Business as Usual (BAU) work and to a lesser degree, important department initiatives and applicable portions of corporate projects and initiatives.
• Gets team to a high performing level by recognizing areas of strength and improvement and employing appropriate coaching and development techniques. 
• Help build a productive environment where team members ‘own’ the product and enjoy working on it
• Resolve conflicts and remove obstacles that occur
• Help teams implement software changes effectively
• Drive the upskilling/ reskilling of team members to operate on the modern BI platform
• Partner with business stakeholders to embed the new Ways of Working 
• Adopt a process measuring framework (metric based) to drive a continuous performance improvement culture

What will make you successful in this role?
Role Requirements:

Qualifications:

• An Appropriate IT Qualification (Diploma/Degree) will be a strong recommendation.
• Knowledge of technology (existing & emerging) & its application in the insurance industry
• Strong delivery and project management knowledge
• Financial acumen in budgeting and management of IT costs to business unit/s
• Excellent organizational and problem-solving abilities
• Outstanding communication, facilitation, negotiation, and coaching skills
• Knowledge of an agile framework or method (i.e., Scrum, Kanban), or understanding of software development life cycle models as well as in-depth knowledge of traditional project management principles and practices
• Planning and problem solving with product management and delivery teams

Knowledge and Experience: 

• Bachelor's degree and 4 years of product or project development experience, or 3 years of project development experience on an Agile Team or an equivalent combination of education and work experience
• Experience in Actuarial reporting processes (e.g.  profit reporting)
• Experience in leading a team of software developers and analysts
• Strong understanding of Data Warehouse, Data Pipelines and BI applications
• Experience in managing services provided by 3rd party vendors
• Experience in using collaboration and backlog grooming tools are required
• Demonstrated experience facilitating meetings at multiple levels of an organization and an understanding of facilitation techniques

Competencies:

• A proactive self-starter
• Excellent written and oral communication skills 
• A strategic mindset, 
• Client focused 
• Strong interpersonal skills and a passion for building new data services, offerings and solutions.
• Attention to detail with self-discipline, 
• Strong ownership and accountability
• Takes initiative on work-related matters; proactively 
• Ability to drive your ideas throughout the business, influencing others to understand the value in your opinions.

Knowledge and Skills

• Object and data models
• Defines, designs and builds dimensional databases
• Translates business needs into long-term architecture solutions
• Development of data warehousing blueprints.
• Data warehouse management

Personal Attributes

• Decision quality - Contributing independently
• Interpersonal savvy - Contributing independently
• Plans and aligns - Contributing independently
• Optimises work processes - 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

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

go to method of application »

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

• 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 Sanlam Connect.
• 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 SanlamConnect brand

 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.

 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.

 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.

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

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - 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 people 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

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