The retail business offers a comprehensive range of local and offshore investment products to individual (end) investors and financial planners. Our investment options include actively and passively managed unit trusts, hedge funds, and multi-managed solutions for financial planners. Our retail business has been segmented based on different client profiles and assets under management into:
Independent Financial Advisers, including our Graviton partners (who are our higher net worth IFAs)Sanlam Financial Advisers (our tied agents who sell Sanlam-only products)Direct (end) retail clients - the 'end investor'Strategic partners (large multi managers)Responsibilities:
Be actively involved in the greater SI business to implement new processes to enhance output and ensure the smooth running of the day-to-day operations.Process monthly retail AUM and Flow data.Provide operational and data support to the Retail distribution team.Manage and organise the team intranet site.Manage relationships with Internal and External retail partners.Represent Retail Distribution in operational projects and forums.Ensure online retail channels are updated and contain information that is fit for client consumption.Facilitate the retail communication strategy, by managing retail distribution lists and obtaining data related to communications.Manage activities relating to the retail CRM system.What will make you successful in this role?Business degree with at least 5 years' experienceMinimum 5 years in-depth retail operational experienceKnowledge of retail products including CIS, ETF, Hedge Funds & Structured ProductsComputer literacy with proficiency in MS OfficeQualification and ExperienceDegree or Diploma with 4 to 5 years related experience
Knowledge and SkillsCreate and execute Operations Management infrastructure including trend analysis for future efficienciesOffice ManagementManage Operations procedures and processes including SLA'sFinance, Compliance and Risk Management/AuditsLeading of employeesPersonal AttributesPlans and aligns - Contributing through othersInterpersonal savvy - Contributing through othersBusiness insight - Contributing through othersOptimises work processes - Contributing through othersCore CompetenciesCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through othersOur 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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