Market and Client Research Analyst
2 weeks ago
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?
Job purpose
Our Product Management Team is looking for a self-motivated individual. We are looking for an analytical and detail-oriented Research Analyst to assist in improving the operations and decision-making in our business and inform our future product developments. The research analyst's responsibilities include researching, collecting, analysing, and interpreting information and data, and using this to guide the business’ decision-making.
To be a successful in this role, you should have excellent mathematical, critical thinking, and communication skills. You should be flexible and able to work independently or in a team.
What will make you successful in this role?
Key outcomes
The Market & Client Research Analyst will be responsible for the following:
Market Research
- Evaluate, interpret, and report on the external environment regarding:
- Competitor product and business strategy analysis
- Local investment industry (life insurance, banks, asset managers) trends
- Global investment industry trends
- Sources information around key trends and/or changes in the industries
- Develop, facilitate, and implement a process for information sharing within Glacier, the Sanlam Group, regulatory bodies, and competitors where appropriate
- Establish and maintain ongoing relationships with other industry players
- Support Sales with competitor and trend analysis
- Provide insights on strategic product and business development opportunities
- Share insights with Glacier Exco and management teams to inform business strategy
Client Research - to help define and refine the Glacier Client Value Proposition
- Gather insights on our existing client base through engagement with sales, client services, and intermediaries
- Identify needs of intermediaries and investors regarding our product offering and functionality
- Provide recommendations to improve current business operations and ensure customer service expectations are met
- Integrate business information, compare, analyse and produce reports to identify trends, discrepancies and inconsistencies for decision making purposes
- Use internal and market customer insight to identify big themes/life events which relate to our customers
- Build and maintain collaborative relationships with stakeholders to deliver on CVP objectives
Qualifications and experience
- Relevant tertiary qualification, preferably in a finance discipline
- 3-5 years’ experience in a related role, preferably within financial services
- Excel (Intermediate level)
About your skills at work
- You have a natural curiosity, backed by research and interpreting skills
- You can demonstrate your insights into the investment needs of clients
- You capable of engaging with people at all levels of the organisation and can establish and build relationships with stakeholders
- You are comfortable presenting to senior management and large groups
- You are as comfortable working on your own as you are collaborating with others
- You are a driven individual and love to see results
- You have a strong aptitude for analysis and problem solving
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Treating Customers Fairly
- Analytical skills and problem solving
- Ability to influence positively through assertiveness
- Decision making skills
Attributes
- You engage with people easily
- You enjoy challenges
- Ability to influence positively through assertiveness
- You value honesty, integrity, respect and authenticity
Qualification and Experience Degree or Diploma with 3 to 5 years experience. Knowledge and Skills Research studies Statistical analysis and data of sales and marketing performance Reporting and administration Personal Attributes Interpersonal savvy - Contributing independently Decision quality - Contributing independently Plans and aligns - Contributing independently Business insight - 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
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