Thursday , April 11 2024

Jobs at Sanlam – Branch Service Manager

Website Sanlam

Job Description:

With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading

Job Responsibilities:

  • Work closely with Marketing to ensure successful client events, communication and updated client information
  • Motivate employees for a high performance team and address non-performance with courageous conversations
  • Set performance objectives for the Administration team and monitor the implementation thereof
  • Plan ahead for future employee requirements – both from a skills and client requirement perspective
  • Age analysis – daily management of this process by proactively liaising with PM & WM/ Assistants & clients if needed
  • Manage resource allocations to service clients
  • Successful data clean-up and management of data
  • Monitor performance and task completion [Quality, accuracy and deadlines]
  • Participation, management and implementation of the operations strategy, processes and projects
  • Monitor all relevant administration systems for optimal client and internal reporting
  • Implementation of Client Charter, SPW Vision, Employee Value Proposition and SPW Values within the region
  • Logging complaints on CURA
  • Review the daily margin report to ensure recovery of margin from PM’s as appropraite
  • Deal with client queries and complaints within the agreed timelines, process and manner

Job Requirements:

  • Analytical, accurate and detail-oriented
  • Highly organized with a high level of client focus
  • Creative and innovative
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Ability to think through processes and implement
  • Strong interpersonal skills with the ability to work in a cross-functional team
  • Adaptable, functions well in a changing environment

Qualification & Experience:

  • Knowledge of stockbroking / private client business preferable
  • Bachelor’s degree and or industry qualification
  • Extensive knowledge of Tax and Offshore Banking / Investments

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Durban, KwaZulu Natal, SA

Application Deadline: N/A

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