Senior Investment Specialist: SC Invest (CPT)Location: Tygervalley, Western Cape, ZAWho 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.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 ResponsibilitiesProduct Management:Assist with specialised proposals and client feedback on various investment productsProvide technical product support to distribution team (including competitor analysis)Draft and maintain product information.Deliver presentations to existing clients, and potentially new business pitches to prospective clientsTechnical Product Support:Work closely with the business head to provide specialised proposals and client feedbackProvide technical product support to distribution teams (including competitor analysis)Preparation or checking of communication to clientsOver time, deliver presentations to existing clients and new business pitches to prospective clientsSolution Development:Assist with the development and implementation of new solutions, including research and idea testing and enhancing existing solutionsDevelopment of technical marketing and thought leadership material relating to the business's investment strategiesAnalysis and Information Gathering:Documents changes to existing business processes when relevant to implementationProvide effective and timeous management informationStakeholder Engagement:Consult and engage with key stakeholders including actuarial, administration, product owners, investment specialists, intermediaries and clientsBuild and maintain strong relationships with internal and external clientsGeneral:Assist senior staff requiring support and junior staff requiring assistance or guidanceAssist with mentoring actuarial graduatesQualification and ExperienceBachelor's degree with 5+ years relevant work experienceProgress towards either an actuarial / CFA qualificationPrior experience in an investment, employee benefits and/or actuarial environment would be advantageousKnowledge and SkillsSound knowledge of retirement funds and/or investments.Working knowledge of operational processes.Core CompetenciesCultivates 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.Our 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.
#J-18808-Ljbffr