Overview
International Business Consultant/PTA Jobs in Pretoria, South Africa at Sanlam
Position: Â International Business Consultant (PTA)
Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.
Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, andretirement incomesolutions. While each solution has its own distinctpurpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
Job Purpose
To be responsible for giving support to the Regional Manager offering excellent client service support and to maintain and grow relationships.
Key Outcomes
The following outcomes will be expected to be achieved by the International Business Consultant:
Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
Assisting Business Development with administration and product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
Travelling to and training of Broker’s/IFA’s and their assistants regarding the administration side of investment products and IT systems
Managing the Broker Database
Performing and providing analysis for Brokers
General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA)
Telephone enquiries and writtencommunication
Assistance to Client/Intermediaries with regards any business queries
Distribution of Marketing Materials i.e. application forms and brochures
Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)
Qualifications and experience
Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry – ideally with international exposure
Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
Knowledge of economic principles, environment and investment products
Exposure of the Investments/Sales Environment
Knowledge of Unit Trusts, Linked Products and Offshore products and investments
Valid Driver’s License (and own transport)
Communicationand presentation skills (written & verbal)
Competencies
Attention to detail
Influencing and gaining commitment
Contributing to Team Success
Conflict Resolution
Analytical thinking andProblem Solving
Client Services Orientation
Planning and Organising
Excellent Decision Making Skills
Excellent Telephone Etiquette
Enthusiasm/ Proactive
Attributes
Positive, enthusiastic attitude
Teamwork
Ability to thrive under pressure
Honesty, integrity andrespect
Resilience
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as…
Title: International Business Consultant/PTA
Company: Sanlam
Location: Pretoria, South Africa
Category: Finance & Banking, Business
