Senior Investment Specialist: SC Invest (CPT) needed at Sanlam Group

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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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