Job Description

What 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 responsibilities

Ensuring that a portfolio of clients is adequately serviced

Technical excellence in servicing corporate clients

Embodying TCF in client interaction

Effectively and independently management of a portfolio of clients

Demonstrating client centricity

Manage the communication plan of the Funds

Facilitating and co-ordinating internal departments

Self-development

Build client relationships and ensure client retention

Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained

Attend and coordinate Trustee Meetings and/or Joint Forum Meetings

Provide monthly reporting via required reports on operating functions of portfolio

Direct employee training to improve efficiency

Ensure that standard procedures, practices and Client servicing are maintained and adhered to

Risk awareness and the management of these risks

Awareness of regulatory legislation and developments within the industry

Monitor budgets, targets and fees

Participate in Simeka's vision to become a thought leader

Participation in growing the business

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 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.

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.

Our commitment to transformation

The 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.