Executive Manager: Sanlam Legacy: Sanlam Trust
2 weeks ago
Who are we?
The Sanlam Trust business offers professional Fiduciary Services to the South African market. We provide expert management of deceased solvent estates and living and testamentary trusts.
The successful incumbent will be employed by Sanlam Trust, a subsidiary of Capital Legacy. What will you do?
1. Strategic positioning of the business area for the immediate
2. Lead, manage and implement plans and assess the business performance against targets and objectives
3. Collaborate with various stakeholders
4. Manage the financial discipline of the division as it relates to budgets, business targets and performance.
5. Provide strategic leadership and people management within Sanlam Legacy
6. Identify, mitigate, implement, and manage controls as it relates to risk and compliance for the business area
7. To stay abreast of all regulatory and industry changes relating to the Fiduciary landscape. What will make you successful in this role?
Qualification & experience
- Commercial/Financial or business-related degree/diploma
- Extensive financial services experience in marketing/sales environment
- Experience in SanlamConnect at a Business Manager level will be advantageous
- Experience of SanlamConnect’s businesses; processes and procedures will be a strong recommendation
- Understanding of Fiduciary Services
- Sales and Operational Management/Leadership of a team/unit
- People Management
- Budget & expense management
- Debt Management
**Knowledge**:
- Financial Services industry knowledge
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Financial Services Product Knowledge (Sanlam & competitors)
- Legal technical knowledge (product related)
- New & existing business processes
- Adviser contracts and remuneration
- Broker contracts
- Sales & related administration processes
Personal Qualities
**Core Competencies**:
- Cultivates innovation
- Customer focus
- Collaborates
- Drives results
- Being resilient
Competencies
- Financial acumen
- Business Insight
- Flexibility & adaptability
- Resilient
- Ability to solve problems and work with complexity Personal Attributes Drives vision and purpose - Contributing strategically Business insight - Contributing strategically Manages complexity - Contributing strategically Strategic mindset - 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 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. Turnaround time
Our aim is to help you 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 business clusters - SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development. Our 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 ensuring 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.
-
Trust Deed Drafter: Pg: 8/9: Ra: Sanlam Trust
1 month ago
Bellville, South Africa Sanlam Full timeWho 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...
-
Sanlam Corporate Business: Compliance Officer
1 month ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...
-
Sanlam Data
1 week ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...
-
Client Account Manager: Umbrella Trusts
1 month ago
Bellville, South Africa Sanlam Full timeWho 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...
-
Bellville, South Africa Sanlam Full timeWho 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...
-
Marketing Specialist: Ra: Sanlam Risk
4 weeks ago
Bellville, 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...
-
Manager: Quality
1 month ago
Bellville, South Africa Sanlam Full timeWho 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...
-
Incentives Administrator: Sanlam Direct Cape
4 weeks ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors...
-
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff...
-
Product Consultant: RA: Sanlam Risk
3 weeks ago
Bellville, Western Cape, South Africa Sanlam Group Full timeWho 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...
-
Product Consultant: RA: Sanlam Risk
4 days ago
Bellville, Western Cape, South Africa Sanlam Group Full timeWho 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...
-
Nub Process Assistant: Ra: Sanlam Risk
1 month ago
Bellville, 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...
-
Quality & Control Manager: Umbrella Trust: Ra:
1 month ago
Bellville, South Africa Sanlam Full timeWho 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...
-
Product Consultant: RA: Sanlam Risk
5 days ago
Bellville, South Africa Sanlam Group Full timeWho 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...
-
Bellville, South Africa Sanlam Full timeWho 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...
-
Account Executive
4 weeks ago
Bellville, South Africa Sanlam Full timeWho 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...
-
Regional Support Manager: Ra Sanlamconnect
1 month ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Regional Support Manager: Ra Sanlamconnect
1 month ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Regional Marketing Manager: Ra Sanlamconnect
6 days ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all...
-
Marketing Specialist
1 month ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...