Who are we?
Satrix
We offer a wide range of investment solutions to grow your long-term wealth.
Satrix is a leading provider of index investment strategies in South Africa, with over R200 billion (56% of which is institutional business) in assets under management invested in a wide range of offerings. Satrix is the largest index investment manager in South Africa, and the manager most trusted by clients to manage their index-based strategies. Satrix manages vanilla and non-vanilla (both factor and thematic) index tracking portfolios as well as multi-asset balanced funds through a variety of investment vehicles, such as segregated mandates, life pooled funds, exchange traded funds (ETFs), unit trusts and undertakings for collective investment in transferable securities (UCITS).
Retail:
The retail business offers a comprehensive range of local investment products to individual (end) investors, financial planners, discretionary fund managers and fund of fund investors. Our investment options include unit trusts and exchange traded funds. Our retail business has been segmented, based on different client profiles and assets under management, into:
Independent Financial Advisers
Sanlam Financial Advisers
Multi Managers
You will be joining a team where there is a flat structure and strong team collaboration and sharing of information. You will report directly to the Head of Retail Distribution at Satrix.
This is a great opportunity for a strong team player to join the largest indexation manager in Africa in this rapidly growing market segment as we continue with our mission to democratise investments for all investors. A strong network will be a huge advantage.
Key Responsibilities
Formulate clear strategic objectives and a business plan for specific client area.
Work closely with the Head of Retail Distribution and other Investment Specialists, in terms of developing client strategy and plans (i.e., sales and retention strategies).
Actively use and leverage capability of a cluster wide CRM.
Understand client needs in order to identify appropriate products and solutions.
Actively manage key client relationships focusing on growing and developing existing clients together with generating new business.
Influence overall profitability of client area by meeting targets.
Position and package Satrix simply and effectively to the client area.
Act as the key interface between the client and Satrix as well as a Satrix brand ambassador.
Prepare and deliver selling presentations and client feedback reports.
Minimum requirements
Undergraduate degree, preferably commercial (e.g. B. Com, B.Bus.Sc), unless qualified by extensive experience and track record
Relevant postgraduate qualification would be advantageous (e.g., CFA, CFP)
At least 5 years' experience in investment sales
Deep understanding of investment principles, financial instruments and unit trusts
Strong understanding of the segment landscape, different players and key needs
Competencies
Our aim is to help you 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 – Satrix as well as Sanlam Group provides many opportunities for growth and development. Living up to our Group-wide core competencies, will help you achieve a successful career with us:
Cultivates Innovation – Creating new and better ways for the organisation to be successful
Client focus – building strong client relationships and delivering client centric solutions
Drives results – consistently seizing opportunities and achieving results even under tough circumstances
Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
Being Resilient – rebounding from setbacks and adversity when facing difficult situations
Behavioural Competencies:
Decision quality - Making good and timely decisions that keep the organization moving forward
Financial (business) acumen - Interpreting and applying understanding of key financial indicators to make better business decisions
Business insight - Applying knowledge of business and the marketplace to advance the organization's goals
Communicates effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of the different audiences
Technical Competencies
Deep knowledge of self, Satrix, the client, the context
Strong technical knowledge of products and solutions
Ability to develop and manage committed relationships
Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes
Deep understanding of the dynamics of the market and ability to "close the deal"
Strong market facing presence
Technical aptitude and product knowledge
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.
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.
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