Principal Benefit Consultant - Simeka Consult

Sanlam Limited; Bellville; On-site; ZAR 500 000 - 600 000; Full time

Job summary

A prominent financial services group based in Bellville is seeking a consultant to manage client portfolios effectively, demonstrating technical excellence and client-centricity. Responsibilities include consulting to trustees and management committees, coordinating internal departments, and ensuring compliance with regulations. The ideal candidate will have strong communication skills and a passion for client relationship management. Join us for a rewarding career focused on growth and transformation in South Africa.

Qualifications

• Proven ability to manage a portfolio of corporate clients.
• Strong understanding of client-centric services.
• Experience in budget monitoring and reporting.

Responsibilities

• Consult to trustees/management committees of funds.
• Manage the communication plan of the funds.
• Attend and coordinate Trustee Meetings.
• Provide monthly reporting on portfolio functions.
• Participate in business growth initiatives.

Skills

Client relationship management

Technical excellence

Regulatory compliance awareness

Risk management

Communication skills

Job description

Location: Tygervalley, Western Cape, ZA

What will you do?

You will consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of owning the relationship of a portfolio of clients of SIMEKA CONSULT and in some instances work with another Principal Consultant. This role is based in Tygervalley, Cape Town.

Key responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effectively and independently management of a portfolio of clients
• Demonstrating client centricity
• Manage the communication plan of the Funds
• Facilitating and co-ordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Direct employee training to improve efficiency
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry
• Monitor budgets, targets and fees
• Participate in Simeka’s vision to become a thought leader
• Participation in growing the business

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.

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 ensuring 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.