Job Description
Full job descriptionWhat will you do?You will consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of owning the relationship of a portfolio of clients of SIMEKA CONSULT and in some instances work with another Principal Consultant. This role is based in Tygervalley, Cape Town.Key responsibilitiesEnsuring that a portfolio of clients is adequately servicedTechnical excellence in servicing corporate clientsEmbodying TCF in client interactionEffectively and independently management of a portfolio of clientsDemonstrating client centricityManage the communication plan of the FundsFacilitating and co-ordinating internal departmentsSelf-developmentBuild client relationships and ensure client retentionEnsure that the overall standard of agenda packs, minutes and consulting advice is maintainedAttend and coordinate Trustee Meetings and/or Joint Forum MeetingsProvide monthly reporting via required reports on operating functions of portfolioDirect employee training to improve efficiencyEnsure that standard procedures, practices and Client servicing are maintained and adhered toRisk awareness and the management of these risksAwareness of regulatory legislation and developments within the industryMonitor budgets, targets and feesParticipate in Simekas vision to become a thought leaderParticipation in growing the businessBuild a successful career with usWere 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.
Responsibilities + Skills
Education
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 transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is whatdrives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key componentsto ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan andtargets will be considered as part of the selection process.
Experience
