International Business Consultant

3 weeks ago

Johannesburg, South Africa Sanlam Full time

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.

Job Purpose

To 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:

Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets Assisting Business Development with administration and product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers Travelling to and training of Brokerââ¬â¢s/IFAââ¬â¢s and their assistants regarding the administration side of investment products and IT systems Managing the Broker Database Performing and providing analysis for Brokers General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA) Telephone enquiries and written communication Assistance to Client/Intermediaries with regards any business queries Distribution of Marketing Materials . application forms and brochures Office Administration (co-ordinating of Managersââ¬â¢ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)

Qualifications and experience

Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry – ideally with international exposure 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) Communication and presentation skills (written & verbal) 

Competencies

Attention to detail Influencing and gaining commitment  Contributing to Team Success Conflict Resolution Analytical thinking and Problem Solving  Client Services Orientation Planning and Organising  Excellent Decision Making Skills Excellent Telephone Etiquette  Enthusiasm/ Proactive

Attributes

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

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.

Turnaround time

The closing date is 20 September 2024 .

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. 

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