Job Opportunities at Sanlam

What will you do?

• Managing the departmental SLA.
• Manage and monitor staff adherence to schedule
• Manage staff leave and IR Issues
• Handling the Recruitment and Selection section
• Occupational Health & Safety Management
• Monitor adherence to SOP's and other set standards
• Ensure that escalation and complaints are handled within the SLA and feedback is provide to the client.
• Ensure that team achieves their daily, weekly and monthly productivity targets
• Provide performance feedback to the team daily, weekly and monthly
• Support, motivating, coaching and on the job training of the team
• Ensure that company policies, procedures, values are adhered to
• Performs regular audits on leave and trends, QA, wrap up codes and call transfers
• Ensure that processes and procedures are documented and communicated effectively
• Provide teams monthly report to management
• Conduct team meetings

What will make you successful in this role?

Qualifications

• Matric
• Diploma, degree or relevant tertiary qualification

Experience & Knowledge

• 3 years relevant experience in Team leader/Supervisor position
• 3 years relevant experience in a similar environment essential
• Proficiency on MS word & Excel (intermediate level) essential
• Computer Literate
• Communications skills (written and verbal)
• Management & Leadership practices
• Listening skills
• Telephone etiquette

Competencies

• Attention to detail
• Customer focused
• Interpersonal skills
• Analytical skills
• Ability to work and in a team
• Relationship and People Management
• Performance Management and motivating of others
• Conflict Management

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What will you do?

• Execution and monitoring of client trades, on behalf of portfolio managers, on the JSE and other securities markets
• Execute orders for non-discretionary clients and achieving consistently good trade pricing in line with client instructions
• Trading equities, unit trusts (local and offshore) and executing FX transactions
• Reporting of trades to the Portfolio Managers and Clients
• Overseeing trade process from execution to settlement – local and offshore
• Participation in the branch’s investment process and generating client orders for discretionary accounts with regard to buy levels
• At the request of Portfolio Managers; ad-hoc measurement of the internal rate of return, and/or deviation of client portfolio’s against model portfolio

Qualification And Experience

• Bachelor’s degree or equivalent
• Registered persons and traders exams an advantage
• An understanding of the Private Client business and the stock-broking environment

Knowledge And Skills

• Previous experience within Private Wealth industry will be advantageous
• Working knowledge of X-Plan / BDA / Hermes an advantage
• Fully bilingual (English and Afrikaans)
• Computer literacy [MS Office]

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

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What will you do?

The SEM Actuarial and Capital Management function is a centralised team which provides various actuarial and capital support to the SEM cluster. The role presents an opportunity to get exposure to a diverse range of markets, businesses, cultures and stakeholders.

What will make you successful in this role?

• Calculate fair values for the general insurance, asset management and retail credit entities in the SEM portfolio
• Mergers and acquisitions support on an ad hoc basis
• Quarterly GEV reporting to Group, SDM, Sanlam Life, Santam and other stakeholders
• Set hurdle rates to inform appropriate capital allocation and track RoGEV performance across the portfolio
• Monitor and report on local and economic capital solvency for the SEM portfolio
• Optimise the levels of capital deployed across the portfolio to support RoGEV and dividend flows
• Assist in preparing Quarterly Business Review submissions and Actuarial reports to the SEM Finance and Risk Forum
• Assess the impact of an economic shock on profit and fair values of the life and non-life portfolios on a quarterly basis and prepare quarterly economic shock reports for the SEM ORSA
• Provide support to the CRO to inform the SEM ORSA
• Monitor and produce forecast/budget exchange rates for the SEM portfolio
• Contribute to the assessment of CAT cover requirements and renewal process for the life entities
• Ad hoc tasks/investigations to provide management information on key value drivers in the businesses

Qualification and Experience

• Nearly qualified or qualified Actuary
• 5 years + experience in a similar role
• Knowledge of short term insurance, asset management or credit businesses will be an advantage

Personal Attributes

• Ability to see the bigger picture
• Accountable and responsible for work produced
• Excellent communication skills, both written and verbal
• Analytical and conceptual thinking
• Adaptable to changing environment or requirements
• Meticulous attention to detail
• Creative, practical, and innovative thinking
• Building and maintaining relationships with external and internal clients
• Pro-active individual with the ability to work independently as well as a member of a team
• Ability to work effectively under pressure and to meet stringent deadlines
• Flexible in terms of working hours and able to travel if required

Core Competencies

• Cultivates Innovation
• Client Focus
• Drive Results
• Collaborates
• Flexibility and adaptability