Account Executive Job Opportunities at Sanlam 2022

Account Executive Job Opportunities at Sanlam 2022


Account Executive Job Opportunities at Sanlam 2022

Who we are?

We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth.

Sanlam Investments (SI) is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end investors, intermediaries, and larger institutions. Our comprehensive investment offerings include active solutions (equities, fixed interest, balanced and absolute), indexation solutions (index tracking and factor-based solutions), alternatives (private equity, private debt, infrastructure, and direct property) and multi-managed products

Key responsibilities

  • Growing the SI institutional client and asset base.
  • Retention of existing institutional SI clients.
  • Actively manage the client experience of SI’s service delivery and execution of SLA.
  • Formulate Account Plans for all clients in the specific client area, allocated by Segment Head.
  • Work closely with the Head of business, other account executives, business heads and Sanlam Group colleagues in terms of developing overall client strategy and implementation plans.
  • Influence overall profitability of clients by meeting targets, as agreed with Segment Head.
  • Act as the key interface between the client and SI (including capability factories as well as other Sanlam distribution teams) as well as acting as a SI brand ambassador
  • Understand client needs to identify and price appropriate capabilities simply and effectively.
  • Independently prepare and deliver effective tender documents, selling presentations, and client feedback reports in order to defend the current book as well as grow client share-of-wallet.
  • Actively use and leverage the capability of a cluster-wide CRM.

Minimum requirements

  • Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc)
  • Relevant postgraduate qualification would be advantageous (e.g. CFA, MBA)
  • At least 5 years’ experience in institutional asset management, with middle office experience being an advantage
  • Strong understanding of the corporate landscape, service providers and key needs of retirement fund

Core competencies

  • Cultivates Innovation – Creating new and better ways for the organisation to be successful
  • Client focus – building strong client relationships and delivering client-centric solutions
  • Drives results – consistently seizing opportunities and achieving results even under tough circumstances
  • Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
  • Being Resilient – rebounding from setbacks and adversity when facing difficult situations


  • Business Insight – applying knowledge of business and the marketplace to advance the organizations goals
  • Oganisational Savvy – Maneuvering comfortably through complex policy, process and people-related organizational dynamics
  • Manages Complexity – making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
  • Plans and Aligns – planning

Functional competencies

  • Key Account Management and Negotiation
  • Customer Relationship Management
  • Review, Reporting and Trend Analysis
  • Product and Pricing Knowledge
  • Technical advice and support
  • Compliance and Risk management
  • Strategic business plan development and implementation

Key differenciators

  • Deep understanding and commitment to service excellence
  • Strong and passionate about client experience
  • Technical aptitude, knowledge and understanding of operational asset management functions
  • Deep understanding of the Pension Fund regulations and requirements
  • Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, 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 transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.


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