Offshore Specialist GI - PTA at Sanlam Group

Job Purpose

• The Offshore Specialist GI will be responsible in supporting the Glacier International distribution structures in maintaining and growing an international investment intermediary portfolio and increasing the Sanlam Group’s market share of international business.  

Key Outcomes

The following outcomes will be expected to be achieved by the Offshore Specialist  - GI:

• New business and increased retention of existing investment business
• Profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio
• Implementing a business plan for the region (sales volumes, investment education and training, marketing and client services – administration)
• Implementing an intermediary support model to facilitate effective and efficient support between GI, the intermediary and the various Sanlam Group product providers by:
• Supplying accurate investment, product, fund, service and investor information
• Training and developing the intermediary and office staff
• Supporting investment projects and campaigns (marketing support)
• Participating in investment product implementation (presentations, product development & client service support)
• Practice Management (facilitate or identify broker needs – technology, reporting and developing a profitable practice)
• Co-ordinate and maintain effective SLA’s with all relevant stakeholders
• Ensure adherence to all regulatory requirements (e.g. FAIS, FICA) 

Qualifications and experience

• 5 + years’ experience in a financial distribution in investments environment
• Relevant financial/ investment qualification (Financial tertiary qualification)
• Support and developing of intermediary (IFA) practices
• Fully bilingual (English and Afrikaans)
• Technical knowledge about international investments, investment industry and trends
• Valid Driver’s License and own reliable vehicle
• Must be willing to travel