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Development Manager (Khula): RA: SanlamConnect Intermediaries: Cape

SANLAM

Who are we? Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS. What will you do? This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible. Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs: • Activity, productivity and performance management of newly appointed advisers • Up skilling...

South Africa : Western Cape

2023-04-23

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Remediation Officer X 8

NEDBANK

Job Purpose To ensure that relevant process are administered; maintained and supported to meet the requirements of the department and business; in line with the Groups strategy. To support the CVC Manager to ensure that the Wealth Management Division is compliant in terms of regulatory requirements (AML / CFT legislation, regulatory and supervisory requirements, including Sanctions Compliance) by analysing and monitoring regulatory risk indicators associated with money laundering; terrorist financing and sanctions compliance to ensure risks are mitigated. Job Responsibilities Ensure compliance to regulatory requirements, improved business results and client service by identifying the likelihood and probability of being imposed with a regulatory risk penalty, criminal liability and/or administrative sanction, through analysing and monitoring risk indicators and advising stakeholders accordingly. Meet Service Level Agreements (SLA) by conducting processing activities within agreed timelines and parameters. Minimise financial and reputational risk by ensuring accuracy of processing activities. Minimise operational costs by avoiding unnecessary expenditure. Satisfy internal and external clients by responding to and actioning queries within agreed SLA. Meet Nedbank internal and external client service...

South Africa : Western Cape

2022-08-06

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Team Leader Admin & Support

DISCOVERY LIMITED

About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society. Key Purpose of the role The position is responsible for managing a smaller team, responsible to load and process all Umbrella new business applications, scheme installations, invest contributions and set up participating employer renewals, within the Retirement Funds business unit. This is a core administration team leader function, and the incumbent would be required to holistically manage, control and understand a portfolio of different Retirement Fund disciplines, for example monthly contributions, claims, investment option, individual transfer in, section 14, section 28 Liquidation, deregistration processes. The incumbent must ensure that the processes and procedures are implemented, maintained and improved, in order to ensure that the team managed are able to conduct the operational...

South Africa : Western Cape

2023-01-16

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Senior Implementation Specialist

CLOUDCENTA

This is a remote position. MeasureMinds story Our Founder Phil Pearce sold his shares in his previous company to continue his vision in analytics. The sale of which brought in £250k which was injected into the new company; additionally a transfer of the analytics clients and the analytics employees was also negotiated and the vision was brought to life and MeasureMinds was born. In just the first year alone a small team of 4 quickly scaled to become a team of 14. Big companies started to take notice, Vistra, Hamilton Beach, WWF, ChristianAid, Wonder, Revitive joined and the company achieved £300,000 in the first year with analytics services alone. Year 2 has brought with it the extension of new Senior Members of the Team to include CRO and SEO service offerings. In response to Google’s discontinuation of GA3 and shift to GA4 MeasureMinds created a new free SaaS software to help with the heavy lifting of the migration. The tool is called the GTM Cleaner. Showcasing the wealth of expertise of our team. MeasureMinds predicted year-on-year growth is doubling each year. This is an extremely exciting time and a huge opportunity for anyone getting onboard at this early stage. As the wealth of opportunities available at this fast-moving business and a chance to work with some of the industry’s most widely regarded...

South Africa : Western Cape

2023-12-10

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Principal Advice: DAS

NEDBANK

The position is within Nedbank Wealth Cluster- Wealth Management SA Division Job Purpose To manage the team of planners to deliver financial services to bank clients and achieve team results thus contributing to achieving the banks strategic objectives, financial results and market share. Job Responsibilities Ensure that advice provided and recommendations made are appropriate to identified client needs and risk profile. Measure client satisfaction. Improve service, gathering feedback from clients and other stakeholders and taking corrective based on feedback received. Build collaboration with internal stakeholders. Build relationships with all relevant stakeholders, including product providers both internal and external. Ensure that product knowledge for self and planners is current. Ensure transformational target are met. Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI. Participate in the development and implement action plans to address issues raised in culture surveys to improve results. Create a client service culture. Achieve operational excellence. Encourage team to generate innovative ideas and share knowledge. Manage performance of staff by implementing performance agreements and ensuring a clear vision. Mentor and coach...

South Africa : Western Cape

2022-09-19

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Assistant Manager (ADN)

EY

Job Purpose EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities. The timely and relevant financial information provided by EY's Assurance teams is essential to global economic health and sustainable growth. Our work helps to restore and maintain public confidence in the world’s capital markets and ensure that the fundamentals are in place for businesses to move forward. Start your career in a practice rich in opportunity- the scale and scope of our clients’ businesses add to the wealth of experience that a career in Assurance at EY offers you. We are looking for a team members that is interested in a career in our Centre of Excellence which supports our audit teams in the execution of the assurance tasks. The Centre provide premium, cost effective, high quality services that support process quality and delivery capability in support for client engagements. As a Manager/Senior Manager, you’ll work as part of a team of problem solvers...

South Africa : International

2024-01-26

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E Consultant: RA: SanlamConnect Intermediaries: Cape Region (Bellville

SANLAM

Who are we? Sanlam internally is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth What will you do? The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business. The E-Hub Consultants only service brokers via non face to face mediums using phone, video calls, email and a web-based application. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and...

South Africa : Western Cape

2022-03-12

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BI Analyst II

NEDBANK

Job Purpose To present data in a manner that facilitates Credit Risk Analysis and Reporting. To assist the Financial Lab to provide Nedbank Private Wealth with analytical insights positively impacting profitability and reducing impairments. Job Responsibilities Thorough understanding of Relational Databases which include ETL (Extraction, Transformation and Loading) Data Gathering: Identify the sources to gather information from compile and gather the relevant data. Liaise with key individuals to obtain information. Test and implement data source changes where required. Data Manipulation: Analyse, manipulate and present the data in a manner required for the project or report. Specify design and build reports according to a wide variety of business needs. Project Reporting: Display the information in a meaningful manner. Compile a report and communicate results. Document all findings. Project Review: Offer advice on feasibility. Share business insights gained in analysis. Make recommendations. Execute action plan changes or amendments. Scope Projects where required. Optimise or redo SAS / SQL programme code to ensure maximum efficiency when executing.

South Africa : Western Cape

2022-10-08

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Fiduciary Business Development Manager (International Fiduciary)

STANDARD BANK GROUP

Job Purpose Responsible for business development and marketing (using the group function) of Fiduciary services to the designated African regions and segments. Identify structuring opportunities for existing Wealth and Investment Clients, Corporate and Business Banking and prospects from internally referred clients. Generate referrals through other channels including intermediaries such as lawyers, accountants, tax advisors and property specialists. Provide specialist product support to both Jersey and Mauritius trust businesses and Wealth Management teams in London, Jersey, Mauritius and across Africa to assist them in marketing Standard Bank’s trust and fiduciary services. Maintain and grow intermediaries and introducers network on a regular basis. Key Responsibilities/Accountabilities Develop and drive the new business strategy in order to meet new clients and revenue targets Develop and drive the Trust and Fiduciary strategy by growing and serving clients while ensuring that it is in line with and supports the bank’s strategy. Formulate and continuously review strategy to pursue new clients with Trust and Fiduciary opportunities. Maintain close contact with all internal stakeholders and leverage off transactions which might have Trust and Fiduciary opportunities. Identify new Trust and Fiduciary...

South Africa : Western Cape

2022-03-14

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Administrator

DISCOVERY LIMITED

About Discovery Employee Benefits Discovery Employee Benefits is the first and only employee benefits provider to be shaping employee behavior, creating healthier and wealthier workforces. It is an exciting business to be in as we reimagine the way retirement savings and life insurance is brought to companies and employees. Key Purpose of the role The position is responsible for the day to day administration of Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically understand the different Retirement Fund disciplines, for example monthly contribution, claim, investment option, individual transfer in, section 14, section 28 processes. The incumbent will specialise in Member transaction processing such as, benefit payments, (withdrawals, retirements, 37C death claims), member investment option changes (investment switches), individual transfers in and member query resolution. The incumbent must ensure that processes and procedures are implemented, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively, and efficiently. The incumbent must ensure that he/she has the knowledge, skills, tools, and competencies required to...

South Africa : Western Cape

2023-08-15

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