Client Relationship Consultant at The Sanlam, Apply now!

Job Details

📌 Job Title: Client Relationship Consultant: Niche
🏢 Company: Sanlam Group (Glacier by Sanlam)
📍 Location: Johannesburg, Gauteng, South Africa
💼 Employment Type: Full-Time
🗂️ Industry: Financial Services / Investments
🚗 Requirement: Valid driver’s licence and own vehicle

Company Overview

Glacier by Sanlam is a leading investment solutions provider within the Sanlam Group, offering a wide range of wealth creation and preservation products. The company partners with financial intermediaries to deliver tailored investment solutions, including local and international investments, retirement savings, and income products.

Sanlam is one of South Africa’s largest financial services groups, known for its commitment to innovation, client-focused solutions, and long-term value creation.

Job Overview

Sanlam is seeking a Client Relationship Consultant: Niche to support high-net-worth intermediaries and internal stakeholders. The role focuses on delivering exceptional client service, managing relationships, and ensuring efficient handling of client requests and transactions.

This role is ideal for a professional with strong financial services experience, excellent communication skills, and the ability to build and maintain long-term relationships in a fast-paced environment.

Key Responsibilities

• Build and maintain strong relationships with intermediaries and internal stakeholders.
• Provide ongoing support and updates on client transactions and service requests.
• Handle inbound and outbound calls in line with service level agreements (SLAs).
• Manage and respond to client emails within agreed turnaround times.
• Assist intermediaries with understanding processes, procedures, and product rules.
• Provide digital support and guidance to clients and intermediaries.
• Analyse and resolve client complaints and service issues efficiently.
• Monitor trends and suggest improvements to enhance client service delivery.
• Ensure accurate logging and status management on internal systems (e.g., Avaya).
• Manage workflow effectively to meet deadlines and performance targets.
• Develop action plans to improve service delivery and client satisfaction.

Qualifications

Education

• Matric (Grade 12) is required.
• Relevant financial qualification will be advantageous.

Experience

• Minimum of 3 years’ experience in client relationship management within financial services.
• Experience in the linked investment environment is advantageous.
• Knowledge of contractual and discretionary investment products is beneficial.

Skills

• Strong client relationship and customer service skills.
• Excellent communication skills (written and verbal in English and Afrikaans).
• Strong analytical and problem-solving abilities.
• Ability to manage multiple tasks and meet deadlines.
• Knowledge of financial products and industry regulations.
• Proficiency in call centre systems and client management tools.
• Strong attention to detail and organisational skills.

CV Tips

• Start your CV with a summary highlighting your financial services and client relationship experience.
• Include examples of managing high-net-worth clients or intermediaries.
• Highlight your experience with investment products and financial services.
• Mention your ability to meet SLAs and manage client queries effectively.
• Include any systems experience such as CRM or call centre platforms.
• Showcase communication skills, especially multilingual abilities.
• Keep your CV concise and results-focused with measurable achievements.

Benefits of Joining the Company

• Opportunity to work with a leading financial services group in South Africa.
• Exposure to high-net-worth client portfolios and investment solutions.
• Career growth and development opportunities within Sanlam.
• Supportive and collaborative work environment.
• Access to training and professional development programmes.
• Opportunity to build long-term career relationships in the financial sector.
• Competitive remuneration and benefits package.

Company Policy

Sanlam Group is committed to transformation, diversity, and inclusion. The company aims to create an equitable workplace that reflects South Africa’s demographics and promotes equal opportunities for all employees.

Appointments will be made in line with the company’s Employment Equity plan. All applications will be treated confidentially and in accordance with relevant data protection and employment legislation.