Who are we?
Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients' investment aims and a fundamental insight into how they perceive risk. By developing a mutual understanding of their investment aim and philosophy, we are able to assist them in achieving their investment goals in the long run. Our comprehensive investment offerings include both passively and actively managed unit trusts, hedge funds, alternatives and segregated- and pooled portfolios.
What will you do?
Key responsibilities
Execute clear strategic objectives and a business plan for a specific region.
Work closely with the Head of the Business- and other Business Development Managers, in terms of developing client strategy and plans (i.e. sales and retention strategies).
Actively use and leverage capability of the sales ecology within the wider Group.
Understand client's evolving needs in order to identify appropriate products and solutions in consultation.
Actively manage key client relationships.
Focus on growing new supporter base and maintaining existing client relationships.
Focus on new inflows.
Influence overall profitability of client region by meeting targets.
Position and package the business simply and effectively to the client region.
Act as the key interface between the client, as well as be a brand ambassador.
Prepare and deliver presentations where appropriate and assist with client feedback reports.
What will make you successful in this role?
Key Competencies
Good understanding of the financial (asset manager/LISP/DFM) landscape, different players and key needs.
Has a very strong collaborative mindset.
Strong commercial and business management abilities.
Good analytical skills.
Strong people and relationship management skills.
Excellent communication skills.
The capacity and ability to clearly articulate and package the Glacier Invest value proposition to Independent Financial Advisors.
Existing track record of success within the industry, especially among Independent Financial Advisors.
Demonstrable in-depth understanding of Linked Investment Service Provider (LISP) industry as well as LISP product offering.
Strong Financial Services sales and marketing experience.
Minimum Experience Level and Essential Qualification
10 years + sales experience in the Asset Management industry.
Relevant bachelor's degree Preferred Qualification.
Relevant postgraduate qualification (e.g. CFP).
Existing network would be essential; specifically, among Independent Financial Advisors (IFA's).
Experience in offshore investing would be advantageous.
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.
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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