Chief Financial Officer - Tygervalley at Sanlam Group

Overview

This position will report to the Chief Executive Officer, Sanlam Private Wealth and will be part of the Sanlam Private Wealth executive committee. This role will determine financial strategy, establish financial and dividend policy, provide input on corporate investment decisions and coordinate all aspects of the financial function. As CFO the role is responsible to prepare financial reports and budgets to support executives in the financial decision making process.

What will you do?

• Develop and implement the financial strategy for Sanlam Private Wealth
• Income statement and balance sheet management
• Budget planning, implementation and cost control
• Risk analysis and management thereof
• Oversight on risk management, compliance, legal and governance of EBF
• Assist the SPW CEO with growth of subsidiary businesses (STIL and SPW Mauritius)
• Financial management and oversight of SPW SA, STIL and SPW Mauritius
• Financial reporting
• Planning and budgets
• Expenditure management
• Control over fees
• Margin management
• Tax optimisation
• Review of salaries and Portfolio Manager commission payments
• Serve as role model for considering cultural and ethical factors in balancing the needs of stakeholders
• What will make you successful in this role?
• Contributing strategically – Foresight of future possibilities and translating them into breakthrough strategies 
• Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals
• Interpreting and applying understanding of key financial indicators to make better business decisions
• Making sense of complex, high quantity information to effectively problem-solve
• Qualification and experience
• Extensive experience in the Private Wealth, Banking, or Financial Services industry.
• The ideal candidate has prior experience providing solutions to High Net Worth clients.
• CA(SA) with 10 years related experience

Knowledge and skills

• Cultivates innovation – creating new and better ways for the organisation to be successful
• Client focus – building strong client relationships and delivering client-centric solutions
• Drives results – consistently achieving results, with an entrepreneurial mindset and a strong commercial focus, even under tough circumstances
• Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Personal qualities
• 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