Client Investment Associate

Date: 17 Feb 2026

Location:

Cape Town, Western Cape, ZA

Company: Sanlam Group

Who are we?

Sanlam Investment Group:
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Investments Multi-Manager
As Solutions Architects, we believe that through an in-depth understanding of our clients’ needs, combined with our ability to construct portfolios which optimally blend multiple investment strategies and sources of risk and return, we enable our clients to achieve their desired investment outcomes. Our purpose-driven approach aims to provide appropriate solutions that cater for all phases of investors’ lives and for the different goals they may have. We are able to offer our clients a convenient and cost-effective solution to the portfolio construction challenge, drawing on our extensive investment strategy, manager selection, market research and portfolio construction skills.

Our multi-management team researches, blends and manages solutions that give investors access to the best combination of passive, smart beta, traditional and alternative investment strategies, managed by skillful asset managers for optimal diversification. We aim to combine different sources of risks or style betas to achieve the best possible returns, at a given level of risk. We design and blend unique solutions for our clients, based on a deep understanding of their investment aims and a fundamental insight into how they perceive risk. These solutions are constructed using a blend of the best asset managers available and are managed within pre-determined asset allocation ranges.

What will you do?

The Client Investment Associate role is to support the delivery of investment solutions and client service by acting as a key link between institutional clients and internal teams. The role is critical in enhancing the client experience, while focusing on client investment support, investment administration, reporting, and relationship management.

Key Responsibilities

Client and Relationship support
• Addressing day-to-day client queries
• Co-ordinate and attend client meetings where required, including drafting meeting agendas, notes and minutes.
• Supporting the preparation and circulation of client reports
• Supporting the new client process, including preparing tender documents, due diligences, onboarding documentation and KYC processes
• Act as a key interface between the client and the SIMM business, including other Sanlam distribution teams

Process improvement and collaboration
• Contribute to the continuous improvement of investment and client processes
• Collaborate closely with the various teams, including investments, operations, finance and compliance
• Assist with special projects or strategic initiatives as required

Business Support
• Support the Business Head in building out the value proposition, including collateral
• Conduct adhoc research and analysis where required
• Support and leverage the establishment of a business-wide CRM system
• Drive and champion the culture of the business

Qualification and experience

Undergraduate degree, preferably commercial (e.g. B. Com, B. Bus.Sc)
5 to 8 years work experience
Proficient in Microsoft tools (Outlook, Word, Excel, Co-Pilot, and PowerPoint) and Adobe Acrobat

Personal Attributes

Action orientated - Contributing through others
Plans and aligns – Contributing through others
Organisational savvy – Contributing through others
Manages complexity – Contributing through others
Ensures accountability – Contributing through others
Resourcefulness – Contributing through others
Builds networks – 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 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

Collaborates - Contributing through others

Being resilient - Contributing through others

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - 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 is what 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.