Management Consultant Du Sanlam Limited Jobs in Bellville | 34

... Consultants and Advisors to prevent the outflow of funds.• Influence and promote retention themes with contracted intermediaries.• Create additional business for Sanlam by forming relationships with un-contracted intermediaries who are targeting Sanlam clients to transfer them to our ...

... Sanlam Risk & Savings: Bellville: PG 5/6Location: Bellville, Western Cape, South Africa Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client ...

... management of expectations whilst utilising available resources, including referral to other stakeholders/departmentsOffer administration and business support in facilitating the completion of requests within published service level agreements.Formulate structured reports to Snr BDM’s, BDM’s ...

... management of these risks. Qualification and Experience: Relevant bachelor's degree – bachelor’s degree majoring in Finance, Economics or Actuarial Science (Hons). CAIA, CFA, MCom advantageous FAIS Accreditation / RE 5 Advantageous Multi-lingual advantageous Minimum of 3-5 years investment ...

... management system; • Compare similarity of customer data against potential sanctioned, politically exposed persons (PEP) & Special Interest Persons (SIP) watch list matches • Ongoing monitoring of high-risk clients • Suspicious transaction reporting to Anti-Money Laundering Reporting Officer • ...