Senior Investment Specialist: SC Invest (CPT)

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.

What will you do?

Sanlam Corporate Investments develops, implements and manages all investment and annuity products offered to institutional clients such as retirement funds, corporate or public sector entities. The investment product set covers Smooth Bonus products, single and multi-managed active portfolios, passive portfolios, liability driven investment strategies and tailored investment solutions.

We have a vacancy for a talented individual to join our dynamic team in Tyger Valley (Cape town). The position will give the successful candidate wide ranging exposure to the investment and retirement industry. The successful candidate will report to and work closely with the Head of our Smoothed Bonus Centre of Excellence, assisting the team in meeting their objectives in terms of profitability and growth while driving innovation and client centricity.
 

Key Responsibilities

Product Management:

•    Assist with specialised proposals and client feedback on various investment products
•    Provide technical product support to distribution team (including competitor analysis)
•    Draft and maintain product information.
•    Deliver presentations to existing clients, and potentially new business pitches to prospective clients

Technical Product Support:

•    Work closely with the business head to provide specialised proposals and client feedback
•    Provide technical product support to distribution teams (including competitor analysis)
•    Preparation or checking of communication to clients
•    Over time, deliver presentations to existing clients and new business pitches to prospective clients

Solution Development:

•    Assist with the development and implementation of new solutions, including research and idea testing and enhancing existing solutions
•    Development of technical marketing and thought leadership material relating to the business’s investment strategies 

Analysis and Information Gathering:
 
•    Documents changes to existing business processes when relevant to implementation
•    Provide effective and timeous management information

Stakeholder Engagement:
 
•    Consult and engage with key stakeholders including, actuarial, administration, product owners 
      Investment specialists, intermediaries and clients
•    Build and maintain strong relationships with internal and external clients

General:
 
•    Assist senior staff requiring support and junior staff requiring assistance or guidance 
•    Assist with mentoring actuarial graduates

Qualification and Experience

• Bachelor’s degree with 5+ years relevant work experience
• Progress towards either an actuarial / CFA qualification
• Prior experience in an investment, employee benefits and/or actuarial environment would be advantageous
   

Knowledge and Skills

•    Sound knowledge of retirement funds and/or investments. 
•    Working knowledge of operational processes.

Core Competencies

•    Cultivates Innovation by creating new and better ways for the organisation to be successful.
•    Client Focus - Building strong customer relationships and delivering customer-centric solutions.
•    Drives Results - Consistently achieving results, even under tough circumstances.
•    Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
•    Resilience - Rebounding from setbacks and adversity when facing difficult situations.
 

Behavioural Competencies

•    Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
•    Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
•    Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
•    Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.

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. 

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