
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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