Alternative Specialist

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 and values
-
A culture of diversity and commitment to growing our own timber
-
Our robust, tested and proven pragmatic investment process and philosophy


Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager - both locally and internationally.

Our active funds range are managed according to our pragmatic value investing style.

What will you do?

  • Build and strengthen existing relationships with key internal and select domestic external institutional investors, working closely with the central Sanlam Investments (SI) Distribution unit where relevant.
  • Deliver high level of postinvestment service to existing clients, supporting the SI Distribution unit to provide relevant reporting and ad hoc information proactively or in response to client enquiries.
  • Ensure regular communication and information sharing on client activity with other SIG/SI units in order to maintain a unified client understanding.
  • Represent and complement the SAI investment teams in external engagements.
  • Enhance SAI's market profile, working closely with marketing and communication team(s) in the production of relevant marketing content, market communications and online presence.
  • Develop and update investment collateral for each capability (marketing material, fund documentation, standard and bespoke presentation decks).
  • Ensure product information and data is available on external vendor
- or manager research databases.

  • Ensure all external content meets the regulation requirements.
  • Deliver content related to regular and ad hoc institutional investor engagements (request for proposals, investment and operational due diligence, reporting, presentations).
  • Provide regular and ongoing training to client and marketfacing units keeping them informed of SAI activity.
  • Execute fundraise campaigns across SAI, working closely with SAI investment teams and central SI Distribution and Marketing units.
  • Contribute to the onboarding process of new clients as appropriate, working with the relevant SIG/SI units.
  • Ensure the business is constantly aware of the competitive peer environment, product and industry trends.
  • Represent SAI in relevant industry and client forums focused on alternative investments.
  • Deliver strategic content (market research, knowledge sharing, thought leadership) through relevant multiple channels

What will make you successful in this role?

Qualification and Experience

  • Degree or Diploma with 8 years related experience.
  • BCom with 8 to 10 years related experience.
    Knowledge and Skills
  • Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
  • Business plan development and implementation
    Personal Attributes


 Business insight
  • Contributing strategically
  • Persuades
  • Contributing strategically
  • Manages complexity
  • Contributing strategically
  • Plans and aligns
  • Contributing strategically

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.
    Core Competencies


 Cultivates innovation
  • Contributing strategically
  • Customer focus
  • Contributing strategically
  • Drives results
  • Contributing strategically
  • Collaborates
  • Contributing strategically
  • Being resilient
  • Contributing strategically

Turnaround timeOur 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 ensure 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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