International Business 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?

Job Purpose

The Business Consultant will be responsible for giving support to the Regional Manager offering excellent client service support and to maintain and grow relationships.

Key Outcomes

The following outcomes will be expected to be achieved by the International Business Consultant:

Office Administration (co-ordinating of Managers' diary, preparing documentation, as well as overall smooth flow of day-to-day tasks).

Client & Advisor Enablement

• Facilitate onboarding and servicing of international clients and financial advisors.
• Provide technical guidance on offshore investment structures and platforms.
• Ensure high levels of client satisfaction through proactive support and issue resolution.

Operational Delivery

• Oversee account setup, funding, and transaction processing with accuracy and efficiency.
• Identify and implement process improvements to enhance service delivery.
• Collaborate with internal teams to ensure alignment and operational excellence.
• Analyse the Pending Premium report daily to allocate premiums timeously

Stakeholder Engagement

• Build and maintain strong relationships with internal departments, financial advisors, and external partners.
• Act as a liaison in resolving disputes and clarifying account-related matters.
• Represent Glacier International in strategic discussions and client and intermediary escalations.

Business Support & Growth

• Contribute to the development and refinement of offshore investment offerings.
• Support advisor training and enablement initiatives.
• Provide insights and feedback to inform product and service enhancements.

Reporting & Insights

• Deliver accurate reporting on client activity, service metrics, and operational performance.
• Use data to identify trends, gaps, and opportunities for improvement.

Qualifications and Experience

• Grade 12 and a minimum of 3–5 years' experience in financial services, preferably in offshore investments.
• Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous.
• Knowledge of economic principles, environment and investment products.
• Exposure of the Investments/Sales Environment.
• Knowledge of Unit Trusts, Linked Products and Offshore products and investments.
• Valid Driver's License (and own transport).
• Good communication and presentation skills (written & verbal).

Competencies

• Strong understanding of international investment products and platforms.
• Excellent communication and stakeholder management skills.
• Analytical thinking and problem-solving ability.
• High attention to detail and process orientation.
• Knowledge of regulatory and compliance requirements in offshore investing.
• Client Services Orientation.
• Excellent Telephone Etiquette.

Attributes

• Positive, enthusiastic attitude.
• Teamwork.
• Ability to thrive under pressure.
• Honesty, integrity and respect.
• Resilience.

What will make you successful in this role?

Qualification and Experience

Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

Financial advice and support

Assist with production target achievement

Compliance

Partnership and network building

Personal Attributes

Business insight - Contributing independently

Communicates effectively - Contributing independently

Action orientated - Contributing independently

Plans and aligns - 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 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.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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.