Senior Investment Specialist: SC Invest (CPT)

Senior Investment Specialist: SC Invest (CPT)

Location: Tygervalley, Western Cape, ZA

Who are we?

Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health, and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members.

We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products, and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent.

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.

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 the 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: 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.
• 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.

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.