Account Executive

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?**

**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
- Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc); Relevant postgraduate qualification would be advantageous (e.g. CFA, MBA)

**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

**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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.