Account Executive

3 weeks ago

Bellville, South Africa Sanlam Full time

Who are we?

**Sanlam Investments**: Institutional Distribution

Sanlam Investments

We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth.

Sanlam Investments (SI) is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions. Our comprehensive investment offerings include active solutions (equities, fixed interest, balanced and absolute), indexation solutions (index tracking and factor-based solutions), alternatives (private equity, private debt, infrastructure and direct property) and multi-managed products. What will you do?

Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. Responds to inquiries and resolves problems of a moderately complex nature. Establishes and/or develops relationships with firms to secure a preferred or a select sponsor position with that firm. Develops and implements annual business plan to promote and maintain business. Good interpersonal skills are essential for the success of the position. Key Responsibilities

Growing the SI institutional client and asset base
Retention of existing institutional clients.
Actively manage the client experience of SI’s service delivery and execution of SLA
Formulate Account Plans for all clients in specific client area, allocated by Segment Head
Work closely with head of business, other account executives, business heads in SI and Sanlam Group colleagues in terms of developing overall client strategy and implementation plans
Influence overall profitability of clients by meeting targets, as agreed with Segment Head
Act as the key interface between the client and SI (including capability factories as well as other Sanlam distribution teams) as well as acting as a SI brand ambassador
Understand client needs in order to identify and price appropriate capabilities simply and effectively
Independently prepare and deliver effective tender documents, presentations, and client feedback reports in order to defend the current book as well as grow client share-of-wallet
Actively use and leverage capability of a cluster wide CRM What will make you successful in this role?

Minimum requirements
Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc)
Relevant postgraduate qualification would be advantageous (e.g. CFA, MBA)
At least 5 years experience in institutional asset management, with middle office experience being an advantage
Strong understanding of the corporate landscape, service providers and key needs of retirement funds

Competencies

Core Competencies

Cultivates Innovation - Creating new and better ways for the organisation to be successful
Client focus - building strong client relationships and delivering client centric solutions
Drives results - consistently seizing opportunities and achieving results even under tough circumstances
Collaborates - building partnerships and working collaboratively and inclusively with others to meet shared objectives
Being Resilient - rebounding from setbacks and adversity when facing difficult situations

Behavioral Competencies

Oganisational 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
Plans and Aligns - planning and prioritizing work to meet commitments aligned with organizational goals

Functional Competencies

Key Account Management and Negotiation
Customer Relationship Management
Review, Reporting and Trend Analysis
Product and Pricing Knowledge
Technical advice and support
Compliance and Risk management
Strategic business plan development and implementation

Key differentiators

Deep understanding and commitment to service excellence
Strong and passionate about client experience
Technical aptitude, knowledge and understanding of operational asset management functions
Deep understanding of the Pension Fund regulations and requirements
Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders Knowledge and Skills Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Business plan development and implementation 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, Sanla

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