Institutional Relationship Specialist at Sanlam Group

What will you do?

• The Institutional Relationship Specialist will be responsible for a holistic client experience throughout the institutional client investment journey within SCI business. The primary focus will be to provide exceptional support and guidance to key stakeholders on the client investment journey including the end-to-end new onboarding process, ensuring a smooth and efficient experience as well as manage ongoing support on complex queries in order to maintain high client satisfaction and drive competitive advantage.

What will you do?

Key Responsibilities

• Maintain stakeholder and client portfolio relationships.
• Understanding of the control environment to ensure regulatory compliance, which could include one or more
• functions.
• Reporting, analyze trends and provide insights on quality metric and statistics.
• Build strong relationships with internal and external stakeholders, be part of project initiatives.
• Responsible to providing personalized relationship management to the Institutional clients. Ensuring a holistic
• smooth service experience on different entity types according to the SCI service standards aligned to
• organisational values.
• Provide a holistic client experience value proposition throughout the institutional client investment journey
• Develop strong and lasting relationships with institutional clients across institutional entities and solution
• complex client queries.
• Report on CRM system inefficiencies to the Premier Manager to streamline our processes.
• Manage the FIC review process for non-complaint entities and communicate timeously on FICA documents
• submission.
• Identify and reporting on the onboarding operational inefficiencies /trends and raise with FNZ.
• Assist in drafting and review of client service agreements.
• Monitor and report non-compliance to mitigate business risk. Engage with our administrator /FNZ to facilitate
• processing gaps.
• Drive and implement ad hoc projects on initiatives to enhance business operational requirements.
• Relationship management with our functional areas i.e. Operations, GRC, Fund administration, Technology,
• Sales, KAM’s & Product Management.

Essential Knowledge Requirements

• Very knowledgeable on all aspects of the products which include discretionary, offshore and retirements
• products, processes, and systems.
• Have industry knowledge of client servicing as well as investment instruction management experience.
• Knowledgeable of collective investment/unit trust industry products, establish and maintain sound working
• relationships with internal and external stakeholders, organised and self-disciplined.
• Must have comprehensive knowledge in risk management, FIC KYC methodology on the onboarding process of
• institutional complex structures.
• Able to cope with shifting priorities in adhering with business processes.

Qualifications and Experience

• Degree or Diploma with 3 to 5 years with 3- 5 years of experience within financial services industry in client.
• support, customer service, investments, or a related role.
• Experience and knowledge of Microsoft Excel.