Investment Solutions Consultant

Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier. What will you do?
The Investment Solutions Consultant will be responsible for all the administrative, operational and reporting tasks for the entire Glacier Investment Solutions value proposition (these include Glacier Invest, Glacier Consulting, Glacier Research and the Manco).

What will make you successful in this role?
The following outcomes will be expected to be achieved by the Investment Solutions Consultant:

- Provide operational and administrative support to Glacier Invest.
- Thorough understanding of Glacier Invest value proposition.
- Provide general support to Glacier Invest intermediaries and BDM’s.
- Liaise with external platforms regarding the Glacier Invest capability.
- Compliance checks on investment mandates and external platforms.
- Prepare monthly reports for internal Glacier business units and business units within the Sanlam Group.
- Assist Glacier Research with reports, sending out publications and other ad hoc tasks.
- Provide general operational and administrative support to Glacier Consulting and the Manco.
- Ad hoc projects.

Qualifications and experience
- BCom degree or equivalent (minimum)
- Minimum 18 months Discretionary Fund Management administration experience or similar
- Computer skills: MS EXCEL, MS WORD, MS POWERPOINT & Morningstar Direct
- Knowledge of the retail financial environment and discretionary fund management

Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Initiative
- Works well in a team environment but also can function independently
- Analytical thinking and problem solving
- Attention to detail
- Relationship building skills

Attributes
- Positive, enthusiastic attitude
- Good team player
- Ability to work under pressure
- Honesty, integrity and respect
- Self-motivated and self-confident Qualification and Experience BCom or equivalent with 1 to 2 years related experience. Knowledge and Skills Processing transactions and conduct simple calculations Record keeping; filing and maintenance of databases Maintain work standards and quality verification Data Collection and processing of transactions Procedures Knowledge Personal Attributes Plans and aligns - Contributing independently Interpersonal savvy - Contributing independently Communicates effectively - Contributing independently Optimises work processes - Contributing independently 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. Core Competencies Being resilient - Contributing independently Collaborates - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Turnaround time
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.