International Business Consultant

What will you do?

Job Purpose 

The Business Consultant will be responsible for giving support to the Regional Manager offering excellent client service support and to maintain and grow relationships.

Key Outcomes

The following outcomes will be expected to be achieved by the International Business Consultant:

Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks).

Client & Advisor Enablement

• Facilitate onboarding and servicing of international clients and financial advisors.
• Provide technical guidance on offshore investment structures and platforms.
• Ensure high levels of client satisfaction through proactive support and issue resolution.

Operational Delivery

• Oversee account setup, funding, and transaction processing with accuracy and efficiency.
• Identify and implement process improvements to enhance service delivery.
• Collaborate with internal teams to ensure alignment and operational excellence.
• Analyse the Pending Premium report daily to allocate premiums timeously

Stakeholder Engagement

• Build and maintain strong relationships with internal departments, financial advisors, and external partners.
• Act as a liaison in resolving disputes and clarifying account-related matters.
• Represent Glacier International in strategic discussions and client and intermediary escalations.

Business Support & Growth

• Contribute to the development and refinement of offshore investment offerings.
• Support advisor training and enablement initiatives.
• Provide insights and feedback to inform product and service enhancements.

Reporting & Insights

• Deliver accurate reporting on client activity, service metrics, and operational performance.
• Use data to identify trends, gaps, and opportunities for improvement.

Qualifications and Experience

• Grade 12 and a minimum of 3–5 years’ experience in financial services, preferably in offshore investments.
• Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous.
• Knowledge of economic principles, environment and investment products.
• Exposure of the Investments/Sales Environment.
• Knowledge of Unit Trusts, Linked Products and Offshore products and investments.
• Valid Driver’s License (and own transport).
• Good communication and presentation skills (written & verbal).

Competencies

• Strong understanding of international investment products and platforms.
• Excellent communication and stakeholder management skills.
• Analytical thinking and problem-solving ability.
• High attention to detail and process orientation.
• Knowledge of regulatory and compliance requirements in offshore investing.
• Client Services Orientation.
• Excellent Telephone Etiquette. 

Attributes

• Positive, enthusiastic attitude.
• Teamwork.
• Ability to thrive under pressure.
• Honesty, integrity and respect.
• Resilience.

What will make you successful in this role?

Qualification and Experience

Knowledge and Skills

Personal Attributes

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

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