Senior Investment Specialist: SC Invest (CPT) needed at Sanlam Group
Job title : Senior Investment Specialist: SC Invest (CPT)
Job Location : Western Cape,
Deadline : January 23, 2025
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Key Responsibilities
Product Management:
- Assist with specialised proposals and client feedback on various investment products
- Provide technical product support to distribution team (including competitor analysis)
- Draft and maintain product information.
- Deliver presentations to existing clients, and potentially new business pitches to prospective clients
Technical Product Support:
- Work closely with the business head to provide specialised proposals and client feedback
- Provide technical product support to distribution teams (including competitor analysis)
- Preparation or checking of communication to clients
- Over time, deliver presentations to existing clients and new business pitches to prospective clients
Solution Development:
- Assist with the development and implementation of new solutions, including research and idea testing and enhancing existing solutions
- Development of technical marketing and thought leadership material relating to the business’s investment strategies
Analysis and Information Gathering:
- Documents changes to existing business processes when relevant to implementation
- Provide effective and timeous management information
Stakeholder Engagement:
- Consult and engage with key stakeholders including, actuarial, administration, product owners
- Investment specialists, intermediaries and clients
- Build and maintain strong relationships with internal and external clients
General:
- Assist senior staff requiring support and junior staff requiring assistance or guidance
- Assist with mentoring actuarial graduates
Qualification and Experience
- Bachelor’s degree with 5+ years relevant work experience
- Progress towards either an actuarial / CFA qualification
- Prior experience in an investment, employee benefits and/or actuarial environment would be advantageous
Knowledge and Skills
- Sound knowledge of retirement funds and/or investments.
- Working knowledge of operational processes.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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