Business Communication Consultant

2 weeks ago

Tygervalley, South Africa Sanlam Full time

Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier. What will you do?
Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position. What will make you successful in this role?
Job purpose
To plan, create and distribute quality client-facing documentation in line with the agreed practise in the Business Communication team. This includes the compilation of ad hoc client facing letters with mail merge tools, quality data management and testing of batch generated letters and statements.
Key outcomes
The following outcomes will be expected to be achieved by the Business Communication Consultant:

- Do the day-to-day distribution of Glacier’s electronic communication to clients and intermediaries
- Ensure a quality, consistent and holistic approach to documentation changes by keeping systems, process and regulatory requirements such as TCF in mind
- To keep abreast with communication techniques and implement it
- Deliver & prioritise various projects at the same time
- Create new documents from scratch in a team environment
- Influence the outcome of documents in projects considering client experience to ensure quality communication
- Proofread, translate and edit documents as required by the business
- Responsible for user acceptance testing and providing input in compiling testing matrixes
- Responsible for input into and sign-off of client statements after UAT
- Do quality assurance on team members’ work & coach for improvement

Qualifications and experience
- A degree in communication or document design will be to your advantage.
- At least 2/3 years’ experience in an investment environment where written communication and/or document design is required
- Advanced Excel & MS Word skills
- The following will be to your advantage:

- Experience with tools such as Everlytic
- Previous experience in (AUT) testing
- Creative writing skills

Competencies
- Excellent communication skills, written and verbal, in English and Afrikaans
- Knowledge of financial services and investment products
- Planning, prioritising and organisational skills
- High attention to detail, analytical thinking and problem solving skills
- Exceptional Client Service Orientation
- Relationship building skills - ability to communicate on all levels
- Ability to work under pressure and deliver on deadlines

Attributes
- Positive, enthusiastic attitude
- Honesty, integrity and respect
- Ability to co-operate and thrive both within an independent and team environment Qualification and Experience Grade 12 with 3 to 4 years related experience. Knowledge and Skills Financial advice and support Assist with production target achievement Compliance Partnership and network building Personal Attributes Business insight - Contributing independently Communicates effectively - Contributing independently Action orientated - Contributing independently Plans and aligns - Contributing independently 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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time
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 ensuring a thriving and sustainable business in South A

  • Business Development Consultant

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Services Consultant Communication Centre

    16 hours ago

    Tygervalley, South Africa Sanlam Full time

    What will you do? The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre: - Ensuring that the highest level of client service is provided to all clients (IFA’s, investors and internal) - Assisting clients with investment administration enquiries - Providing investment and product information to...

  • Senior Communication Centre Consultant

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Services Consultant Communication Centre

    4 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Services Consultant Communication Centre

    1 week ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Communications Manager

    3 days ago

    Tygervalley, 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 -...

  • Business Development Coordinator

    2 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Communications Specialist

    5 days ago

    Tygervalley, 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 -...

  • Business Development Coordinator 1

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Services Consultant: Gi

    4 days ago

    Tygervalley, 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...

  • Pdd Consultant

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Job Purpose The primary purpose of the Party Due Diligence (PDD) consultant is to assist the Anti-Money Laundering team in developing the capability to address party due diligence in a manner that will enable the business to meet the requirements of AML/CFT standards, and other regulatory requirements that expressly or implicitly require such due diligence...

  • Client Service Consultant:operations New Business

    16 hours ago

    Tygervalley, 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...

  • African Safari Sales Consultant

    4 days ago

    Tygervalley, South Africa Megan Förg Consulting Full time

    **About the Role**: Opportunity available for a Safari Sales Consultant with a strong knowledge of African countries **Requirements**: Matric Relevant Tertiary Qualification in Travel / Tourism advantageous Experience in selling Southern and/or East African luxury travel products. Extensive product knowledge of these regions. Working in a B2C environment...

  • Client Relations Consultant

    7 days ago

    Tygervalley, South Africa Sanlam Full time

    **Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Service Consultant Gi

    4 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Service Consultant Operations: Indexing

    16 hours ago

    Tygervalley, 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...

  • Business Services Assistant: 8124 Cds

    3 days ago

    Tygervalley, South Africa Exceed Hr Full time

    **Reference**: 8124 CDS **Consultant: Carina de Swardt** - Assisting consultants with collecting relevant marketing and communication industry trends and conducting desk research - Maintaining a repository of research and industry information - Developing and maintaining the layout and design of the company - Developing, updating, and maintaining the...

  • Financial Consultant

    7 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Learning and Development Consultant

    7 days ago

    Tygervalley, 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...

  • Financial Consultant: Client Provider

    3 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...