Only for registered membersCape TownZAR 300000 - 400000Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs.
We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service.
We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.
Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions.
While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.Job PurposeTo be responsible for all client contact (telephonic, e-mail and walk-in).
This role offers the opportunity to continue your career in financial services in a highly respected client services team.What will make you successful in this role?Under general supervision, responsible for a combination of sales and customer service, both proactive and reactive.
Duties include cross-selling to clients as well as nurturing the client relationship.
A knowledge/background of credit and finance would be advantageous in the job.
Good interpersonal skills are essential for the success of this position.Key OutcomesEnsuring that the highest level of client service is provided to all clients (internal, IFA's and investors)Assisting clients with investment administration queriesProviding investment and product information to IFA's and investorsInvolved in ad-hoc client services projectsAssist with benefit counsellingQualifications and ExperienceMatric / Grade 12 including Pure MathematicsExperience in finance or investment industry advantageousExceptional communication skills in English – Written and VerbalAttributesPositive, enthusiastic attitudeTeamworkAbility to thrive under pressureHonesty, integrity and respectAbility to adapt to changePlease submit your application by 08 January 2025.Knowledge and SkillsFinancial advice and supportAssist with production target achievementCompliancePartnership and network buildingPersonal AttributesBusiness insight - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyPlans and aligns - Contributing independentlyCore CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independentlyOur Commitment to TransformationThe 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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