Senior Benefit Consultant — Client Portfolio Lead

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

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.