Executive Manager: Sanlam Legacy: Sanlam Trust

5 months ago

Bellville, South Africa Sanlam Full time

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.

  • Marketing Co-ordinator: Sanlam Legacy

    5 months 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...

  • Risk Manager

    5 months ago

    Bellville, South Africa Sanlam Full time

    Who 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...

  • Underwriter: Sanlam Risk

    5 months 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...

  • Underwriter: Sanlam Risk

    5 months 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...

  • Retention Consultant: RA: Sanlam Risk

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Retention Consultant: RA: Sanlam Risk & Savings Date: 5 Nov 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group 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...

  • Retention Consultant: RA: Sanlam Risk

    3 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...

  • First Line Manager: Underwriter: Sls: Sanlam Risk

    2 months ago

    Bellville, South Africa Sanlam Full time

    **Who 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...

  • Underwriter: SLS: Sanlam Risk

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Underwriter: SLS: Sanlam Risk & Savings Date: 14 Nov 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group 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...

  • Retention Consultant: 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...

  • Head: Sanlam Facilities

    5 months ago

    Bellville, South Africa Sanlam Full time

    **Who 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...

  • Retentions Team Manager: Sanlam Direct Cape

    1 month ago

    Bellville, South Africa Sanlam Full time

    **Who 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...

  • Underwriter: Sls: Sanlam Risk

    3 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...

  • Underwriter: SLS: Sanlam Risk

    2 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...

  • Marketing Specialist: Ra: Sanlam Risk

    6 months 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...

  • Leads Consultant: Sanlam Direct Cape

    1 week ago

    Bellville, South Africa Sanlam Full time

    Leads Consultant: Sanlam Direct Cape (PG 6) Date: 31 Oct 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group Who 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...

  • Short-term Insurance Sales Consultant: Sanlam

    4 weeks 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. 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...

  • Long-term Insurance Team Manager: Sanlam Direct

    3 months ago

    Bellville, South Africa Sanlam Full time

    **Who 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...

  • Administrative Assistant: Sanlam Direct Cape

    4 days 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. 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...

  • Administrative Assistant: Sanlam Direct Cape

    6 months 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. 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...

  • Leads Consultant: Sanlam Direct Cape

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Who 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...