International Business Consultant
Sanlam
full-time
Posted on:
Location Type: Office
Location: Port Elizabeth • 🇿🇦 South Africa
Visit company websiteJob Level
Mid-LevelSenior
About the role
- The Business Consultant will be responsible for giving support to the Regional Manager offering excellent client service support and to maintain and grow relationships.
- Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks).
- Facilitate onboarding and servicing of international clients and financial advisors.
- Provide technical guidance on offshore investment structures and platforms.
- Ensure high levels of client satisfaction through proactive support and issue resolution.
- Oversee account setup, funding, and transaction processing with accuracy and efficiency.
- Identify and implement process improvements to enhance service delivery.
- Collaborate with internal teams to ensure alignment and operational excellence.
- Build and maintain strong relationships with internal departments, financial advisors, and external partners.
- Act as a liaison in resolving disputes and clarifying account-related matters.
- Contribute to the development and refinement of offshore investment offerings.
- Deliver accurate reporting on client activity, service metrics, and operational performance.
Requirements
- Grade 12 and a minimum of 3–5 years’ experience in financial services, preferably in offshore investments.
- Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous.
- Knowledge of economic principles, environment and investment products.
- Exposure of the Investments/Sales Environment.
- Knowledge of Unit Trusts, Linked Products and Offshore products and investments.
- Valid Driver’s License (and own transport).
- Good communication and presentation skills (written & verbal).
Benefits
- N/A 📊 Resume Score Upload your resume to see if it passes auto-rejection tools used by recruiters Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client service supportaccount setuptransaction processingprocess improvementsreportingoffshore investment structuresinvestment productsUnit TrustsLinked Productsfinancial services
Soft skills
communication skillspresentation skillsrelationship buildingproblem resolutioncollaborationclient satisfactionorganizational skillsproactive supportissue resolutionliaison
Certifications
CFPRFP 1RFP 2RFP 3