International Business Consultant (JHB) at Sanlam Group

Job Purpose

• To be responsible for giving support to the Regional Manager offering excellent client service support and to maintain and grow relationships.

Key Outcomes

The following outcomes will be expected to be achieved by the International Business Consultant:

• Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
• Assisting Business Development with administration and product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
• Travelling to and training of Broker and their assistants regarding the administration side of investment products and IT systems
• Managing the Broker Database
• Performing and providing analysis for Brokers
• General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA)
• Telephone enquiries and written communication
• Assistance to Client/Intermediaries with regards any business queries
• Distribution of Marketing Materials i.e. application forms and brochures
• Office Administration (co-ordinating of Managers diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)
   

Qualifications and experience

• Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry – ideally with international exposure
• Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
• Knowledge of economic principles, environment and investment products 
• Exposure of the Investments/Sales Environment
• Knowledge of Unit Trusts, Linked Products and Offshore products and investments
• Valid Driver’s License (and own transport)
• Communication and presentation skills (written & verbal)