Client Analyst

Sanlam; Gauteng; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading investment firm in South Africa seeks a Client Analyst to support the Executive team in managing relationships with institutional clients. The ideal candidate will have 3–4 years of experience in financial services, strong communication and interpersonal skills, and a degree in a relevant field. Responsibilities include preparing presentations, monitoring service delivery, and conducting research on industry trends. Join us to grow your career in alternative investments.

Qualifications

• 3–4 years of experience in financial services or client servicing.
• Proficiency in MS Office, especially PowerPoint and Excel.
• Interest in alternative investments and the investment management industry.

Responsibilities

• Support Client Executives in managing institutional client relationships.
• Assist in preparing client presentations and reporting packs.
• Conduct research on industry trends.

Skills

Strong communication skills

Interpersonal skills

Technical aptitude

Research skills

Education

Undergraduate degree in Commerce, Business Science, Finance

Tools

MS Office (PowerPoint, Excel)

Job description

Who are we?

Sanlam Investment GroupThe Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous.

Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients' best interests and have a positive impact on society.

Backed by the Sanlam Group's balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion.

It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Alternative Investments (SAI)

Sanlam Alternative Investments (SAI) is a leading alternative investment platform with assets under management of more than R billion.

Our capabilities span private equity, alternative equities, specialised credit, real estate and Infrastructure investments.

We have a strong geographical focus on Africa and select emerging markets, leveraging the Sanlam Group's presence in South Africa, 27 other African countries through a joint venture with Allianz, and India through a partnership with the Shriram Group.

We aim to strategically expand our third-party investor base locally and globally while continuing to deliver attractive, risk-adjusted returns across alternative asset classes.

What will you do?

As a Client Analyst, you will support the Client Executive team in managing relationships with institutional clients, including but not limited to investment consultants, multi-manager, retirement funds and financial institutions.

This role is ideal for someone looking to grow in client and investor relationship management within the alternative investments space.

You will be involved in fundraising activities, client servicing, reporting, coordination of presentations, and contribute to strategic initiatives that enhance the client experience.

Responsibilities include :

Assist Client Executives in managing relationships with institutional clients.

Support the preparation of client presentations, proposals, and reporting packs.

Help coordinate client onboarding processes and maintain accurate client records.

Monitor service delivery against SLAs and elevate issues where necessary.

Participate in client meetings and take minutes or follow-up actions.

Conduct research on industry trends and competitor offerings.

Assist in organising client education sessions and events.

Collaborate with internal teams to ensure timely delivery of client requests.

Maintain and update CRM systems, ensuring data accuracy and actionable insights.

Maintain a high standard of professionalism in all client interactions.

Key Differentiators

Deep understanding and commitment to service excellence

Ability to influence across internal and external stakeholder groups

Strongly committed to delivering an exceptional client experience

Technical aptitude, knowledge and understanding of operational asset management functions

Understanding of the Retirement Fund regulations and requirements

Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders

Solid understanding of Alternative investments

Qualifications and Experience

Undergraduate degree in Commerce, Business Science, Finance, or related field.

3–4 years of experience in financial services, asset management, or client servicing (internships included).

Strong communication and interpersonal skills.

Proficiency in MS Office (especially PowerPoint and Excel).

Interest in alternative investments and the investment management industry.

Ability to work collaboratively and manage multiple tasks.

Qualification and Experience

Appropriate Financial Degree with 3 to 6 years related experience.

Knowledge and Skills

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Personal Attributes

Communicates effectively – Contributing independently

Tech savvy – Contributing independently

Action orientated – Contributing independently

Interpersonal savvy – Contributing independently

Persuades – Contributing independently

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 MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Collaborates – Contributing independently

Being resilient – Contributing independently

Drives results – Contributing independently

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached.

The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.