Sanlam

Manager

• Contribute to the establishment and execution of the regional manpower and vesting strategy
• Drive best practice vesting methodology
• Build and promote a supportive development environment
• Create and drive robust vesting sales plans and retention
• Support and enable the DM’s / SM’s and their adviser’s portfolio
• Manage the effective incubator back office support function
• Provide effective People and Performance Management
• Budgets and expense management of unit

Senior Manager – SLS SanlamConnect Intermediaries

Business Development Rep

• Developing and maintaining a portfolio of Investment focused Intermediaries
• Increasing the Sanlam Group’s retail investment market share
• Executing the Glacier Partners Absa (GPA) strategy
• Focus on new business development, portfolio growth, intermediary enablement, and delivering a superior adviser experience

Business Development Manager

Financial Planning and Analysis

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Provide sound financial advice and high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added products
• Gain and maintain an in-depth understanding of SRM product ranges
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place
• Responsible for servicing and managing all client profiles to ensure clients remain on the books

Branch Consultant, Financial Advisor

• Provide strategic leadership across finance, risk, and operational processes
• Lead monthly financial management reporting
• Oversee budgeting, forecasting, scenario planning, and strategic financial modeling
• Prepare business review packs and executive reporting for SBS and Group Exco
• Drive key financial projects such as VAT changes, budget optimization, and process improvements

Senior Finance Manager

• The Associate for Property Finance will be responsible for originating and structuring property-related debt, including both vanilla and structured transactions, for investment by SAI and third-party funds.
• The role further entails structuring finance solutions, including transactions with upside participation, as well as driving the growth of the existing business through innovation and the development of new products.
• In addition, the Associate will be responsible for managing and optimising the property credit assets book.
• Deal Making - Origination/ Relationship Building, including:
• Introducing personal network to the SAI brand as well as cold calling property investors and developers to source deal flow.
• Compile written proposals to clients/ syndication partners of specific products (including commentary on compliance with enactments, tax and accounting treatments), funding proposals including making marketing presentations to clients/ syndication partners and replying to client "RFP's".
• Preparation of term sheets to clients that form the basis of legal agreements to be drafted.
• Financial modelling of deals and preparing deal cashflows.
• Ongoing client relationships in respect of concluded deals.
• Maintaining relationships within the Sanlam Group.
• Negotiation with client of funding terms including loan amount, interest margin, fees and profit participation.
• Negotiation with syndication partners on fee sharing arrangements and deal structures to maximise SAI's role in the deal.
• Preparation of credit applications and credit updates to the credit department and attendance at credit meetings to support deals.
• Preparation of deal committee applications for new products which entail, amongst others, a description of the mechanics of the product and the relevant legislative implications requiring sign-off by taxation, legal, regulatory, accounting, etc.
• Manage transactions from inception through execution with strong ownership and project discipline.
• Liaise with internal teams (legal, credit, treasury, regulatory and exchange control) and with external advisors (lawyers, accountants and tax specialists) to implement transactions.
• Review and comment on legal agreements to give effect to approved transactions.
• Repackage and place debt transactions—potentially incorporating credit derivatives—to optimise distribution and broaden investor participation.
• Drive profitability through innovative product design, research‑led opportunity identification, and robust structuring.
• Engage continuously with Sanlam Group stakeholders and act as a centre of expertise for property credit solutions.
• Assist in establishing, managing and optimising a credit portfolio aligned to mandate and risk appetite.
• Align client requirements with interest‑rate risk management parameters within the portfolios.
• Review and validate reporting accuracy, including daily P&L reports.
• Evaluate tax, regulatory, legal and accounting considerations and engage relevant subject‑matter experts to ensure robust structuring.

Associate – Property Finance

• Provide new and existing clients with professional and relevant financial advice, planning and products suited to their needs
• Undertake the procurement of sustainable business of high quality in accordance with business targets
• Maintain and service clients as part of a long-term relationship which builds loyalty to the brand
• Undertake all activities within a compliant and ethical manner

Financial Adviser

Financial Crime

• Perform client identification and verification of KYC/FICA documents.
• Manage client queries and escalate complex onboarding issues where required.
• Conduct adverse media, sanctions, and PEP screenings.
• Perform initial client risk assessments and Enhanced Due Diligence (EDD) on high-risk clients, PEPs and RCAs.
• Escalate PEPs, RCAs, and high-risk clients to senior management and/or EDD committee for decision on the relationship/transaction.
• Refer cases to Sanlam Investments AML Centre of Excellence; Compliance, or Sanlam Forensics when additional guidance is required.
• Maintain accurate records of all onboarding documentation.
• Maintain and update client information on ORMS and source systems.
• Conduct 1, 3, and 5-year periodic reviews per business standards.
• Manage due diligence trigger events and termination processes.
• Perform screenings at termination and update active/inactive statuses on ORMS and internal systems.
• Conduct annual maintenance screening and perform file drop processes in both test and production environments to determine accuracy of data.
• Investigate and clear potential PEP/adverse media hits from screening alerts.
• Perform Due Diligence on third-parties.
• Conduct transaction monitoring.
• Assist in remediation efforts and regulatory projects.
• Participate in User Acceptance Testing (UAT) for ORMS, AML System and DRA updates.
• Provide AML/ODD guidance across Sanlam Investments Group (SIG), including onboarding, screenings, and documentation.
• Collate KYC/FICA files for audits and reviews.
• Respond to information requests from compliance and auditors.
• Generate internal and external management reports.
• Monitor, review, and respond to FIC regulatory requests and directives (s27, s32, s34, s35).
• Report STRs, SARs, TFTRs, and TFARs to the FIC within 15 days of suspicion.
• Submit TPRs (s28A), CTRs (s28), and IFTRs (s31) (where required) within legislated timeframes.
• Maintain accurate and auditable records for 5 years.
• Conduct investigations on STRs, SARs, TFTRs, and TFARs and escalate to the Suspicious Transaction and Unusual Activity Reporting Review Committee for decision making on whether to report.
• Ensure smooth onboarding aligned with client/counterparty expectations.
• Respond to external due diligence requests and structure-related KYC queries.

AML Analyst

• Assist the AML Analyst and Team Leader
• Review KYC information and documents
• Maintain accurate record keeping of KYC information
• Create and maintain client profiles on the AML system
• Assist in screening of client and their linked parties
• Clear and investigate screening alerts
• Conduct risk rating on clients
• Adhere to the Sanlam terminations process
• Aid in the Enhanced Due Diligence process
• Ensure operational adherence to AML regulations
• Assist with projects impacting AML/CFT/CPF
• Create and maintain standard operating procedure documents

AML Administrator – FTC, 12 month contract

• 4 months contract for a Financial management responsible for the financial, treasury and regulatory reporting for the vehicle which it advises
• Outsourced Financial Management of SACREIL
• Continue improvement of the internal financial controls
• Manage the relationship with the ARMC and ITL
• Preparing SACREIL’s annual financial statements (AFS) and annual report
• Manage debtors monthly in line with company policy
• Strategically overseeing the Group’s treasury function
• Liaison with Sanlam Group tax division and attend to queries and reviews

Financial Manager

Sales

• Deliver exceptional customer service to clients
• Manage inbound and outbound telephonic interactions
• Resolve queries efficiently
• Provide accurate product information

Sales Agent – Inbound

Insurance

• We are looking for a self-motivated, target-driven sales hunter who thrives on closing deals and building your own pipeline.
• You will hunt, source, and convert your own new business through cold calling, networking, and engaging decision-makers.
• Build strong relationships with business and corporate clients, offering tailored short-term insurance solutions across commercial, fleet, and corporate portfolios.

Insurance Specialist

• Processing and reviewing of foreign subsidiary financial results in HFM for monthly reporting
• Analysis of multiple foreign subsidiary management accounts and financial statements
• Cluster financial consolidation including processing of consolidation journals
• Compilation of financial statements in terms of IFRS and preparation of note disclosures
• Ensure effective controls and procedures are in place
• Interactions with internal and external auditors
• Involvement and support for specific improvement projects
• Co-ordination, planning & communication with internal and external stakeholders
• Lead and contribute to a high-performing accounting team

Group Financial Accountant

• Build strong relationships with business and corporate clients
• Offering tailored short-term insurance solutions across commercial, fleet, and corporate portfolios
• Hunt, source, and convert your own new business through cold calling, networking, and engaging decision-makers

• Take ownership of a Business Insurance Specialist team in Western Cape
• Deliver on business strategies and key deliverables
• Recruitment of own team
• Ensure that the team adheres to compliance regulations
• Coach and mentor all team members to ensure high quality standards
• Analyze performance data and present findings to senior management
• Ensure team enablement to perform at optimal level
• Assist your team to build their own insurance portfolios
• Communicate effectively with your team, management and internal stakeholders
• Provide ongoing system and product support

Regional Manager

• Take ownership of a Business Insurance Specialist team in Gauteng
• Deliver on business strategies and key deliverables
• Recruitment of own team
• Ensure compliance regulations adherence
• Coach and mentor team members for high quality standards
• Analyze performance data and present findings
• Ensure team enablement to perform at optimal level
• Assist team in building insurance portfolios
• Communicate with team, management and stakeholders
• Provide ongoing system and product support