Offshore Specialist - Glacier International - PE at Sanlam Group

What will you do?

Job Purpose


The Offshore Specialist (Glacier International) will be responsible in supporting the Glacier International distribution structures in maintaining and growing an international investment intermediary portfolio and increasing the Sanlam Group's market share of international business.


Key Outcomes

The following outcomes will be expected to be achieved by the Offshore Specialist - GI:


New business and increased retention of existing investment business
Profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio
Implementing a business plan for the region (sales volumes, investment education and training, marketing and client services - administration)


Implementing an intermediary support model to facilitate effective and efficient support between GI, the intermediary and the various Sanlam Group product providers by:


Supplying accurate investment, product, fund, service and investor information
Training and developing the intermediary and office staff
Supporting investment projects and campaigns (marketing support)
Participating in investment product implementation (presentations, product development & client service support)
Practice Management (facilitate or identify broker needs - technology, reporting and developing a profitable practice)
Co-ordinate and maintain effective SLA's with all relevant stakeholders
Ensure adherence to all regulatory requirements (e.g. FAIS, FICA)


Qualifications and Experience


5 plus years' experience in a financial distribution in investments environment
Relevant financial/ investment qualification (Financial tertiary qualification)
Established relationships in the region is an advantage
Support and developing of intermediary (IFA) practices
Fully bilingual (English and Afrikaans)
Technical knowledge about international investments, investment industry and trends
Valid Driver's License and own reliable vehicle
Must be willing to travel


Competencies


Resilience and Tenacity (sales environment)
Building and maintaining relationships
Working as part of a team to achieve regional objectives.
Impact & Influence
Action Orientation/ Performance driven
Initiative
Client Orientation
Communication (verbal & written)
Innovative thinking and problem-solving
Management (planning, leading, organising & controlling)
Presentation skills
Pressure/Stress Tolerance


Attributes


Positive, enthusiastic attitude
Aspirational values of being performance driven, having a "can do" attitude and achieving through teamwork.
Honesty, integrity and respect
Resilience


What will make you successful in this role?

Qualification and Experience


Degree or Diploma with 6 to 8 years related experience.


Knowledge and Skills


Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Business plan development and implementation