Sanlam

Client Investment Associate

Sanlam

full-time

Posted on:

Location Type: Office

Location: Cape Town • South Africa

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About the role

  • Addressing day-to-day client queries
  • Co-ordinate and attend client meetings where required, including drafting meeting agendas, notes and minutes.
  • Supporting the preparation and circulation of client reports
  • Supporting the new client process, including preparing tender documents, due diligences, onboarding documentation and KYC processes
  • Act as a key interface between the client and the SIMM business, including other Sanlam distribution teams
  • Contribute to the continuous improvement of investment and client processes
  • Collaborate closely with the various teams, including investments, operations, finance and compliance
  • Assist with special projects or strategic initiatives as required
  • Support the Business Head in building out the value proposition, including collateral
  • Conduct adhoc research and analysis where required

Requirements

  • Undergraduate degree, preferably commercial (e.g. B. Com, B. Bus.Sc)
  • 5 to 8 years work experience
  • Proficient in Microsoft tools (Outlook, Word, Excel, Co-Pilot, and PowerPoint) and Adobe Acrobat
Benefits
  • Professional development opportunities
  • Health insurance
  • Flexible working arrangements
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
KYC processesdue diligencereport preparationclient onboardingtender documentationresearchanalysis
Soft Skills
client communicationcollaborationorganizational skillsattention to detailproblem-solving
Certifications
undergraduate degree