Sanlam Vacancies In Cape Town – Account Executive

Website Sanlam

Job Description:

Sanlam Investments (SI) is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end investors, intermediaries, and larger institutions.

Job Responsibilities:

  • Growing the SI institutional client and asset base.
  • Actively manage the client experience of SI’s service delivery and execution of SLA.
  • Formulate Account Plans for all clients in the specific client area, allocated by Segment Head.
  • Independently prepare and deliver effective tender documents, selling presentations, and client feedback reports in order to defend the current book as well as grow client share-of-wallet.
  • Act as the key interface between the client and SI (including capability factories as well as other Sanlam distribution teams) as well as acting as a SI brand ambassador
  • Understand client needs to identify and price appropriate capabilities simply and effectively.
  • Retention of existing institutional SI clients.
  • Influence overall profitability of clients by meeting targets, as agreed with Segment Head.
  • Work closely with the Head of business, other account executives, business heads and Sanlam Group colleagues in terms of developing overall client strategy and implementation plans.

Job Requirements:

  • Client focus – building strong client relationships and delivering client-centric solutions
  • Strong understanding of the corporate landscape, service providers and key needs of retirement fund
  • Relevant postgraduate qualification would be advantageous (e.g. CFA, MBA)
  • Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
  • Drives results – consistently seizing opportunities and achieving results even under tough circumstances
  • At least 5 years’ experience in institutional asset management, with middle office experience being an advantage
  • Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc)
  • Cultivates Innovation – Creating new and better ways for the organisation to be successful

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

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