Principal Investment Consultant

2 weeks ago

Bellville, South Africa Sanlam Group Full time
About Sanlam Corporate:

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 believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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.

About Simeka:

Simeka is a wholly owned subsidiary of Sanlam Corporate. Simeka is a consulting and advisory business that operates primarily in the employee benefits industry. We offer innovative solutions and services to a wide range of clients encompassing both defined benefit and defined contribution retirement funds, employers, medical schemes, trade unions and members of retirement funds. Our key differentiators are as follows:
Our approach to investment consulting is to understand our clients' needs and to tailor appropriate investment strategies aimed at providing value-for-money investment outcomes designed to improve financial security for members and pensioners.

Overall purpose of the role:

An investment consultant role within an experienced and dynamic investment consulting team. Apply your knowledge of best practices to provide investment consulting services to institutional clients. This includes, but is not limited to, market and economic updates, strategic asset allocation implementation, portfolio construction and investment strategy formulation.

The ideal candidate must be able to operate independently and provide investment advice to a diverse client base with varying needs.

Key Responsibilities:

Independently provide strategic investment advice and oversee the implementation of this advice to a wide range of institutional clients including retirement funds, medical schemes, corporates, trusts and mining rehabilitation funds.

Strong technical investment and client servicing excellence in servicing institutional clients,.

Keep abreast with the regulatory & economic environment as it impacts client portfolios.

Keen understanding of the asset manager landscape, ideally including alternative asset classes and global investment strategies.

Comfortable presenting complex investment concepts in an understandable manner to institutional clients who have a wide level of understanding.

Ability to tailor investment advice and service delivery to varying levels of client sophistication and objectives.

Key Responsibilities:

Actively participate in team discussions and contribute to team learnings and investment decision-making.

Run quantitative and qualitative analyses on client portfolios and assess areas for improvement. Have experience in blending both quantitative and qualitative analysis to provide appropriate investment advice to clients.

Assess the impact and implementation of market or regulatory changes on client portfolios.
•
Embodying principles of Treating Customers Fairly.
•
Facilitating and coordinating work between internal departments.

Self-development.

Ensure that standard procedures and best practices are maintained and adhered to.

Risk awareness and the management of these risks.

Qualification and Experience:

Relevant bachelor's degree - bachelor's degree majoring in Finance, Economics or Actuarial Science (Hons).

CAIA, CFA, MCom advantageous

FAIS Accreditation / RE 5 (NOT working under supervision)

Multi-lingual advantageous

Minimum of 5 to 10 years investment consulting / multi-manager research experience.

Experience in managing complex board relationships. Preferably this experience includes actual delivery of consulting services to boards.

Must have experience in dealing with pension funds or other institutional clients on investment matters - either providing investment feedback and discussing performance attribution (e.g. Senior Client Investment Specialist or Portfolio Manager) or consulting to pension funds and/or other institutional clients on investment matters.

Be able to manage a large portfolio of clients unsupervised - will have support of associate investment consultants or investment consultants, be able to manage delivery from them.

Solid understanding of investment markets, with own experience in dealing with local asset managers and ability to understand strengths and weaknesses of asset managers and how the managers are blended into a solution for clients.

Knowledge and Skills

Deep understanding of investment markets

Analytical skills - analyse complex data and simplify complexity into solution driven advice for clients.

Ability to deal with ambiguity - e.g. how do you manage "best advice" framework so that this translates to appropriate support for Sanlam products and services.

Research skills and knowledge of asset managers, portfolio construction techniques etc.

Deadline driven - focus on implementation.

Knowledge and Skills (Continuous):

Strong attention to detail.

Knowledge of investment products/asset classes and wider Investment services industry and process.

Computer literate with proficiency in Microsoft Office (Word, Excel, and PowerPoint)

Systems knowledge and experience advantageous (Morningstar, Iress)

Self-starter

Communication skills - ability to explain complex investment matters in an understandable way tailored to the level of each client.

Solid understanding of portfolio construction.

Core Competencies

Cultivates Innovation by 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.

Personal Qualities:

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.

Displays Care - Showing care and consideration to our clients that extends beyond professionalism

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 transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

  • Principal Investment Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    About Sanlam Corporate: 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 believe in creating and cultivating a positive, energised working environment that gives every...

  • Principal Investment Consultant

    1 week ago

    Bellville, Western Cape, South Africa Sanlam Group Full time

    About Sanlam Corporate: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 believe in creating and cultivating a positive, energised working environment that gives every...

  • Principal Investment Consultant

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate**: - 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 believe in creating and cultivating a positive, energised working environment that gives...

  • Investment Consultant

    4 weeks ago

    Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate**: - 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 believe in creating and cultivating a positive, energised working environment that gives...

  • Service Consultant

    3 weeks ago

    Bellville, South Africa Santam Full time

    Job Description This job is focused on supporting the Broker On-Call Manager as well as a Relationship Managers in Broker On-Call Western Cape, Tygervalley. The role is for someone that would provide administration assistance and support to the Relationship Managers as support in running their portfolios. Principal Accountabilities The purpose of this...

  • Retirement Fund Claims Administrator

    3 weeks ago

    Bellville, South Africa Edge Personnel (Pty) Ltd Full time

    You will be responsible to ensure that benefit claims are processed and paid accurately and in accordance with the defined timing standards. Processing benefit claims Document collation Document distribution Document filing Basic capturing/ updating on the administration system: Capturing of Nomination Forms Static date in regards of new claims Static...

  • Healthcare Consultant

    2 weeks ago

    Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate**: - 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 believe in creating and cultivating a positive, energised working environment that gives...

  • Healthcare Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    About Sanlam Corporate: 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 believe in creating and cultivating a positive, energised working environment that gives every...

  • Edd Resolutions Consultant

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Associate Benefit Consultant

    2 weeks ago

    Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate** - 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 believe in creating and cultivating a positive, energised working environment that gives every...

  • Retirement Fund Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa H&S Labour Brokers cc Full time

    You will inform and educate Members, Pensioners, and Human Resource Business Partners about their pension fund benefits following the Financial Sector Conduct Authority customer principles. BASIC JOB RESPONSIBILITIES Engage with key client representatives to grasp their context and needs Collaborate with Employer representatives and HR professionals to...

  • Insurance Consultant

    4 weeks ago

    Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...

  • Client Services Consultant

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    **Who we are?** **Sanlam Investment Group**: The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively...

  • Associate Benefit Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    About Sanlam Corporate 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 believe in creating and cultivating a positive, energised working environment that gives every...

  • Insurance Consultant

    2 weeks ago

    Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...

  • Information Security Consultant: Operations

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    **Who are we?** Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...

  • Client Services Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who we are?Sanlam Investment Group:The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and...

  • Client Services Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who we are?Sanlam Investments Group is one of South Africa's largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.We take particular pride in: Sanlam's longevity and innovation People, teamwork...

  • Claims Service Consultant

    5 days ago

    Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...

  • Client Retention Consultant: Ra: Sanlam Risk

    4 weeks ago

    Bellville, South Africa Sanlam Full time

    **Who are we?** The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...