Client Engagement Consultant

4 days ago


Cape Town, Western Cape, South Africa Sanlam Full time

About Us

Glacier by Sanlam is a leading provider of investment solutions, dedicated to helping clients achieve their financial goals. Our team of experts delivers focused investment services through specialist teams, ensuring that clients receive superior products and solutions, along with high-quality service.

We offer a range of investment solutions, including local investments, international investments, retirement saving solutions, and retirement income solutions. Our commitment to quality and excellence has earned us a reputation as a world-class provider.

This role requires a combination of sales and customer service skills, both proactive and reactive. The successful candidate will be responsible for cross-selling to clients and nurturing the client relationship. A knowledge of credit and finance would be an advantage.

To succeed in this position, you will need:

  • Grade 12 with 3 to 4 years related experience.
  • Strong interpersonal skills and ability to communicate effectively.

The ideal candidate will possess business insight, be action-oriented, and have a customer-focused approach. They should also be able to drive results and collaborate with others.



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