The retail business offers a comprehensive range of local and offshore investment products to individual (end) investors and financial planners. Our investment options include actively and passively managed unit trusts, hedge funds, and multi-managed solutions for financial planners. Our retail business has been segmented based on different client profiles and assets under management into:
- Independent Financial Advisers, including our Graviton partners (who are our higher net worth IFAs)
- Sanlam Financial Advisers (our tied agents who sell Sanlam-only products)
- Direct (end) retail clients - the ‘end investor’
- Strategic partners (large multi managers)
Key Responsibilities
- Be actively involved in the greater SI business to implement new processes to enhance output and ensure the smooth running of the day-to-day operations.
- Process monthly retail AUM and Flow data.
- Provide operational and data support to the Retail distribution team.
- Manage and organise the team intranet site.
- Manage relationships with Internal and External retail partners.
- Represent Retail Distribution in operational projects and forums.
- Ensure online retail channels are updated and contain information that is fit for client consumption.
- Facilitate the retail communication strategy, by managing retail distribution lists and obtaining data related to communications.
- Manage activities relating to the retail CRM system.
What will make you successful in this role?
- Business degree with at least 5 years’ experience
- Minimum 5 years in-depth retail operational experience
- Knowledge of retail products including CIS, ETF, Hedge Funds & Structured Products
- Computer literacy with proficiency in MS Office
Qualification and Experience
Degree or Diploma with 4 to 5 years related experience.
Knowledge and Skills
Create and execute Operations Management infrastructure including trend analysis for future efficiencies.
Office Management.
Manages Operations procedures and processes including SLA's.
Finance, Compliance and Risk Management/Audits.
Leading of employees.
Personal Attributes
- Plans and aligns - Contributing through others
- Interpersonal savvy - Contributing through others
- Business insight - Contributing through others
- Optimises work processes - 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 achieving great things. We pride ourselves on helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, 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.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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