Client Research Analyst at Sanlam Group

What will you do?

The successful candidate will form part of the Client Research function within Sanlam Investments (SI) distribution team.

Key responsibilities?

• Analyse, interpret and share (written) market, product and industry related research showing how it impacts our business and value proposition to clients.
• Produce written research and articles covering the industry, market, product and client topics.
• Updating our performance, positioning, risk, market share and flow statistics, over time, building a single cohesive picture, from multiple sources, relative to the industry and peer experience.
• Produce insightful quantitative and qualitative competitor analysis that adds value to retention and growth activity.
• Building client insights and profiles from the CRM client record, public information, research network and the account executive (distribution).
• Present client and investment-related information to the SI Distribution team and other areas within SI.
• Data stewardship for the SI distribution team.
• Work closely with Product Specialists in building and updating the content bank: new business pitches, sales aids and ad hoc client reporting for the respective SI capability using consistent templates from within the content management system.
• Work closely with internal business units in preparing high quality responses to RFPs and DDQs, pitch presentations and client report backs, including, but is not limited to, general business information, portfolio management and process, ESG, operations, risk and compliance and transformation.
• Assist client Account Executives and Product Specialists with any ad hoc queries/ requests relating to information usually contained in RFPs and DDQs.
• Responding timeously to asset consultant queries and requests.
• Provide support to the SI Distribution team in any way that maintains and enhances the client experience.

Minimum requirements?

• Relevant University Degree
• Relevant Post Graduate qualification would be advantageous
• At least 5 years related experience
• Proficient in the MS Office suites (Outlook, Word, Excel, PowerPoint)
• Experience in the production of written client communication material

Technical Competencies

• Knowledge of investment and economic principles.
• Understanding of investment management and the financial services industry.
• Exceptional communication skills (both written and verbal).
• Proven decision-making skills
• Strong presentation skills
• Experience in translating technical information into client-friendly communication.
• Attention to detail with high levels of accuracy.
• Strong planning and coordinating skills with good time management.
• Ability to maintain high levels of productivity.
• Ability to work to deadlines and occasionally outside regular work hours.
• Ability to manage and control multiple priorities and competing deadlines whilst maintaining excellent attention to detail.
• Client-centric disposition and impeccable service standards.
• Self-motivated with high levels of initiative.
• A team player who is able to build strong working relationships with colleagues.
• A willingness to continuously learn about complex investment products.

Core Competencies?

• Cultivates Innovation – Creating new and better ways for the organisation to be successful
• Client focus – building strong client relationships and deliver client-centric solutions
• Drives results – consistently seizing opportunities and achieving results even under tough circumstances
• Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Being Resilient – rebounding from setbacks and adversity when facing demanding situations

Behavioural Competencies?

• Business insight – applying knowledge of business and the marketplace to advance the organisation’s goals
• Manages Complexity – making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
• Decision quality – making good and prompt decisions that keep the organisation moving forward
• Action orientated – taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
• Communicates Effectively – developing and delivering multi-mode communications that convey a clear understanding of the unique needs of audience