Job Description

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.

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.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion - individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

Overview

This role will require you to co-ordinate and deliver the end-to-end learning process, including designing, developing, and facilitating learning interventions in partnership with management, HR and identified stakeholders. You will align and integrate all learning interventions to business and talent requirements. Key experience and knowledge capabilities required to successfully fulfil the role include a good understanding of the Financial Sector Charter, BBBEE learning program matrix, strong planning and mobilisation capabilities, and comfort with a fast-paced environment requiring initiative and proactivity.

What will you do?

• Engage with key individuals to identify learning objectives and requirements as aligned with the business culture and objectives
• Develop and updating learning programs to meet learning objectives
• Identify learning needs and propose solutions to address learning gaps
• Design and administer assessments to evaluate learning and knowledge acquired
• Provide formal learning (technical and soft skills training) to new and current employees
• Conduct regulatory and technical training in line with industry changes and/or requirements
• Consult with key stakeholders to ensure learning content is accurate and relevant
• Conduct on-going training needs analysis to determine development areas and provide recommendations for performance management and personal development plans
• Maintain knowledge of learning and development technology and tools as well as regulatory amendments and industry best practices
• Co-ordinate year planner to manage learning requirements from business
• Compile reports on learning interventions including analysis of data and provide feedback to senior management
• Assist with regulatory reporting requirements

What will make you successful in this role?

• Experienced in FSC and BBBEE legislation
• Fluent in MS Office (Word, PowerPoint, Excel, Project), collaborative tools and L&D tools such as Moodle, SAP Success factors
• Able to design surveys using online tools such as MS forms
• Excellent planning and co-ordination skills
• Self-starter and proactive individual

Qualification and experience

• Relevant tertiary qualification in HR/Management, L&D, Train the Trainer, Occupational Training and related disciplines
• Minimum 2 years L&D experience
• Exposure to working in financial services or investments preferred

Knowledge and skills

• Ability to deal effectively and credibly with all stakeholders in both spoken and written format
• Excellent organisational skills, a team-orientated attitude, ability to meet deadlines and handle multiple priorities
• Excellent interpersonal and networking skills.
• Ability to work quickly and independently while meeting the required quality levels
• Demonstration of living the company's values
• Strong service orientation towards all stakeholders

Personal qualities

• Highly organised with a high level of customer focus
• Accurate and detail orientated
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work, clients and problem solving
• Resilient
• Natural team player and collaborator

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 achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office - the Sanlam Group provides many opportunities for growth and development.

Turnaround time

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.

• To be considered for the above opportunity please upload your detailed CV on or before 16 February 2024
• Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Sanlam