X2 Investment Consultants

2 weeks ago

Sandton, 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 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 :**Key Responsibilities**:

- Keep abreast with the regulatory & economic environment as it impacts client portfolios.
- Keen understanding of the asset manager landscape.
- Comfortable presenting to institutional clients.
- Actively participate in team discussions and investment decision-making.
- Run quantitative and qualitative analyses on client portfolios and assess areas for improvement.
- Assess the impact and implementation of market or regulatory changes on client portfolios.
- Key Responsibilities (continuous)- Ability to support senior/principal investment consultants in ensuring that clients are adequately serviced.
- Technical excellence in servicing corporate clients.
- 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 Advantageous
- Multi-lingual advantageous
- Minimum of 3-5 years investment consulting / multi-manager research experience.
- Excellent presentation skills honed in a consulting / multi-management environment.
- Own transportation for traveling to clients as necessary.
- Knowledge and Skills:
- 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
- Excellent writing and presentation skills
- Core Competencies:
- **Cultiv**a**tes 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.
- **Displays Care **- Showing care and consideration to our clients that extends beyond professionalism.

**Turnaround time**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._

  • Investment Analyst X2

    3 days ago

    Sandton, South Africa Sasria Full time

    Closing Date - 2024/05/17 - Reference Number - SAS240503-1 - Job Title - Investment Analyst x2 - Job Type - Permanent - Division - Finance - Department - Investment Managements - EE Occupational Levels - Level 4 & 5: Skilled, Technical and Academically Qualified - Location - Town / City - Sandton - Location - Province - Gauteng - Location - Country - South...

  • X2 Investment Consultants

    2 weeks ago

    Sandton, 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...

  • Investment Analyst X2

    2 weeks ago

    Sandton, South Africa Sasria Full time

    Closing Date 2024/05/1 Reference Number SAS Job Title Investment Analyst x Job Type Permanent Division Finance Department Investment Managements EE Occupational Levels Level 4 & 5: Skilled, Technical and Academically Qualified Location Town / City Sandton Location Province Gauteng Location Country South Africa Job Advert Summary The Investment Analysts will...

  • Investment Consultant

    2 weeks ago

    Sandton, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

  • Investment Support Consultant

    3 weeks ago

    Sandton, 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 -...

  • Broker Consultant and Investment Specialist

    2 weeks ago

    Sandton, South Africa PPS Recruitment Full time

    PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance &...

  • Investment Analyst

    1 week ago

    Sandton, South Africa Kamo Placements Full time

    Job Advert SummaryThe Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy.Prepare investment performance monitoring and reporting.Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.Assist with asset manager selection, appointment and...

  • Investment Analyst

    7 days ago

    Sandton, South Africa Kamo Placements Full time

    Job Advert Summary The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy. Prepare investment performance monitoring and reporting. Prepare quarterly investment packs for Investment Steering Committee and Investment Committee. Assist with asset manager selection, appointment and...

  • Investment Analyst

    4 weeks ago

    Sandton, South Africa Adzuna ZA B C2 Full time

    Job Advert SummaryThe Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy.Prepare investment performance monitoring and reporting.Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.Assist with asset manager selection, appointment and...

  • Hybrid Broker Consultant and Investment Specialist

    3 months ago

    Sandton, South Africa PPS Recruitment Full time

    PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.  Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance...

  • Investment Research Analyst

    2 weeks ago

    Sandton, South Africa Sanlam Full time

    About Sanlam CorporateOur 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...

  • Investment Client Administrator

    2 weeks ago

    Sandton, South Africa Hollard Recruitment Full time

    Job PurposeThe successful candidate will be expected to provide an effective and professional interface for the various Hollard Investment product offerings and the its clients .This will be achieved by delivering high levels of service and sharing investment information and knowledge to the defined target market/segment.The strategic aim of the Investment...

  • Investment Research Analyst

    2 weeks ago

    Sandton, 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...

  • Investment Portfolio Manager

    4 weeks ago

    Sandton, South Africa Momentum Securities Full time

    **Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

  • Regional Investments Manager: Gauteng

    2 days ago

    Sandton, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: **purpose**: - The role of the Investment Analyst in the Sales teams is to work closely with the Ashburton investment, business development and marketing teams and will be expected to analyze economic, market and funds data, to repurpose and package this information at both a macro and granular...

  • Simeka: Investment Administrator

    2 weeks ago

    Sandton, South Africa Sanlam Full time

    Who 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...

  • Regional Investments Manager: Gauteng

    2 weeks ago

    Sandton, South Africa FirstRand Full time

    About us, purpose, experience and qualificationsabout us:purpose: The role of the Investment Analyst in the Sales teams is to work closely with the Ashburton investment, business development and marketing teams and will be expected to analyze economic, market and funds data, to repurpose and package this information at both a macro and granular level for our...

  • Simeka: Investment Administrator

    4 weeks ago

    Sandton, South Africa Sanlam Full time

    Who 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...

  • Personal Cash Investments Savings Specialist Consultant

    2 weeks ago

    Sandton, South Africa Investec Full time

    Description The Savings Specialist Consultant will be responsible for the acquisition of new savings clients as well as the maintenance of existing clients, whilst (in partnership with the Internal Consultant) delivering a distinctive client experience. The candidate will be accountable for driving a specific client segment and looking for opportunities...

  • Structured and Investment Solutions Support-2

    2 weeks ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...