Sanlam Jobs – Senior Investment Specialist

Website Sanlam

Job Description:

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Job Responsibilities:

  • Refining existing solutions and developing new investment solutions, strategies and mandates for clients and the identified target market
  • Development of technical marketing and thought leadership content relating to the business’s investment strategies
  • Provide technical product support to the distribution and umbrella solutions team (including competitor analysis)
  • Build and maintain strong relationships with internal and external clients
  • Contribute to client presentations and meetings (reportbacks, new business pitches and due diligences)
  • Technical input into the various investment manager mandates within the business
  • Develop, execute and report on investment marketing campaigns that demonstrate a keen audience-centric focus and deliver on key business priorities
  • Identify and research new investment opportunities

Job Requirements:

  • Superb presentation skills
  • Excellent planning and organizational skills
  • Ability to use initiative and work independently
  • Strong problem solving and decision-making skills
  • Demonstrated passion for investments
  • Customer services orientation
  • Proactive and self-starter

Qualification & Experience:

  • Progress towards either an actuarial / CFA qualification
  • Proficiency in the Microsoft suite of applications (Word, Excel, PowerPoint, Outlook, Teams)
  • Bachelor’s degree with 8+ years relevant work experience
  • Prior experience in an investment consulting or investment management environment would be advantageous

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Bellville, Western Cape, SA

Application Deadline: N/A

Apply Here

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