Account Executive

Job Description

Sanlam InvestmentsWe offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth.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. Our comprehensive investment offerings include active solutions (equities, fixed interest, balanced and absolute), indexation solutions (index tracking and factor-based solutions), alternatives (private equity, private debt, infrastructure and direct property) and multi-managed products.What will you do? Key responsibilitiesGrowing the SI institutional client and asset baseRetention of existing institutional clients.Actively manage the client experience of SI’s service delivery and execution of SLAFormulate Account Plans for all clients in specific client area, allocated by Segment HeadWork closely with head of business, other account executives, business heads in SI and Sanlam Group colleagues in terms of developing overall client strategy and implementation plans

Responsibilities + Skills

Education

Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc);Relevant postgraduate qualification would be advantageous (e.g. CFA, MBA)

Experience

At least 5 years experience in institutional asset management, with middle office experience being an advantageStrong understanding of the corporate landscape, service providers and key needs of retirement funds

Job Summary

  • Published on: Wednesday, 12th June 2024
  • Designation: Account Executive
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: kimberley
  • Salary: 0
  • Gender:
  • Application Deadline: Wednesday, 12th June 2024
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About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website: www.sanlam.co.za
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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