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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.
What will you do?
- Build, maintain and strengthen the relationship between SCI and allocated institutional clients, ensuring to deliver excellent client service.
- Identification & translation of client needs & servicing requests
- Ensure all client requests, enquiries and complaints are resolved and communication to the client within our internal or contracted SLAs
- Oversee client on boarding and new fund launch for allocated clients
- Oversee and sign off on all fund related changes and all fund related changes
- Oversee regulatory compliance breaches of allocated clients in line with internal policies and regulations.
- Negotiate and review Partner Agreements (incl. SLAs & fee agreements)
- Perform Due Diligences (including onsite visits) for allocated clients, and produce reports highlighting areas of concern and the mitigation actions to resolve.
- Reporting on client relationship status to the Exco.
What will make you successful in this role?
Qualifications & Experience:
- Relevant tertiary qualification (BCom/ BBusSci or similar)
- A minimum of 7 years’ experience within the Financial Services industry.
Technical Competencies:
- Previous experience within the unit trust industry would be beneficial
- Knowledge and understanding of legislation such as CISCA, BN90, BN 52 and Regulation 28, etc. would be beneficial
- Negotiation skills would be essential
- Proficiency on MS Office (word, excel and PowerPoint)
Behaviour/characteristics
- Client centric at all times
- Sense of urgency
- Ongoing self-development
- Self-starter
- initiative
Core Skills:
- Communication: As the liaison for the customer and the rest of the company, the KAM has to excel at communicating in person, telephonically, via email, and across teams.
- Company and Client Expertise: The KAM must possess an in-depth knowledge of the SCI and its outsourced vendors’ processes, systems, team structures and individual roles and responsibilities, regulatory requirements and its customer needs. This expertise allows them to identify the best opportunities for growth and service to the client.
- Strategic Perspective: As the key contact between SCI and our strategic clients, they must possess an ability to develop mutually beneficial client relationships. They must have a thorough understand of SCI’s strategic objectives and initiatives and ensure fund managers and our service to them remain aligned with the organisation at all times. Also have a good understanding of our industry
- Negotiation skills: the KAM’s goal is to build the lifetime value of their client and have the negotiation skills to ensure a mutually beneficially partnership for both client and SCI. They also have to negotiate with internal delivery teams of specialists to support the resolution of client enquiries and complaints.
- Critical thinking/problem solving: The KAM needs to engage with the right people and ask relevant questions in order to establish the root causes of problem and ensure effective solutions are reached.
- Discretion: Know your own limitations or gaps in knowledge to ensure the clients receive the most professional service at all times.
Qualification and Experience
Degree or Diploma with 6 to 8 years related experience.
Knowledge and Skills
- Technical advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Business plan development and implementation
Personal Attributes
- Business insight - Contributing through others
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Plans and aligns - 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
Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
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