We are seeking a Product Specialist to join our team. In this role, you will be instrumental in the strategic design, enhancement, and execution of our international product solutions, pricing structures, and platform capabilities. The ideal candidate will be highly autonomous and accountable, driving initiatives that meet the evolving needs of investors and advisors in South Africa and select...
Reconciliation (Internal Process)- Across our CIS Manco entities, Asset Manager entities, and Lisp entities- Liability administration System Unit Value Vs. Liability administration System Cash- Liability administration System Cash Vs. External Bank- Liability administration System Cash Vs. Asset administration System Cash- Asset administration System Units Vs. Custodian Units- Asset...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...
Minimum requirements: - Matric - RE5 / RE1 - NQF 5 / NQF 6 in financial services industry - Minimum 3 year within a Financial Services Provider - Experience in Life Insurance and Investment (LISP) highly advantageous - Client onboarding - Information retrieval and processing, Data Entry and Record-Keeping - Regulatory Compliance - Risk Rating - Verification - Client file compilation - Continuous...
Objective of the Role: The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences. The focus would be to support the GIP applications with supports from other teams, and in line with best ITIL and ITSM practices, and to ensure systems are Always on, Always Secure Key Responsibilities: - To work with the...
Responsibilities: - Develop business requirement specifications through well facilitated discussions and interviews with relevant stakeholders - User support including trouble shooting errors - Experience in creating workflows and the deployments of workflows - Document existing business processes and develop and document new business processes - Develop functional and technical specification...
About the Role We are seeking a highly skilled Senior Business Analyst to work across complex, multi-domain environments within FinTech / Insurance / retirement investment platforms. You will play a critical role in gathering and translating business requirements, optimizing processes, supporting regulatory and compliance initiatives, and ensuring technology solutions align with strategic...
SA - Gauteng, Pretoria EastR 15 000 - R 18 000 Monthly (Negotiable)Administrator Pretoria-East R15 000 - R18 000 CTCMinimum requirements: MatricRE5 / RE1NQF 5 / NQF 6 in financial services industryMinimum 3 year within a Financial Services ProviderExperience in Life Insurance and Investment (LISP) highly advantageousClient onboardingInformation retrieval and processing, Data Entry and...
Senior Business Analyst Responsibilities: - Develop business requirement specifications through well-facilitated discussions and interviews with relevant stakeholders - Document existing business processes and develop and document new business processes - Develop functional and technical specification documentation - Serve as the primary interface between business representatives and...
Job title: Actuarial Analyst The Actuarial Analyst will be responsible for analyzing and interpreting data to provide insight into the financial implications of risk and uncertainty for various insurance and financial products. They will work closely with the Actuarial team to develop and enhance pricing models, perform statistical analysis, and conduct actuarial valuations. Responsibilities: -...
Role Purpose Lead and drive the development and execution of a comprehensive distribution, marketing, and sales strategy for our Discretionary Fund Manager (DFM) business. This includes fostering key relationships with distribution channels, financial advisers, and asset managers while ensuring the effective promotion of our business offerings. The role is dedicated to implementing sales and...
Independent financial advisory Investment Administrator - Roodepoort - R33 000 to R35 000 per month Responsibilities: - Handle full-spectrum investment administration for private client portfolios. - Ensure accuracy of transactions, record-keeping, and reporting. - Liaise with investment platforms, custodians, and financial planners. - Maintain compliance with regulatory requirements. - Support...
About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate...
Description To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives, and ensure delivery of the portfolio’s key objectives. Critical outputs of the role is to identify leads, support campaigns and build relationships within assigned regions. Hello Future Invest and Insure (Broker...
Rare Opportunity: Product Specialist | Offshore Investment Platforms On behalf of my client, I am headhunting for an Product Specialist to join a premier investment team. This is a high-impact role focused on the offshore LISP landscape, requiring a sophisticated understanding of international investment structures. While the role is ideally based in Centurion, we recognize the specialized...
Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers...
About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate...
Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers...
Senior Product Specialist (Local LISP) Seeking a Senior Product Specialist | Centurion | Local LISP Expertise Sends CVs to -
Role: Client Investment Tax Lead Category: Tax Reporting Location: Claremont | Pretoria | Sandton Salary: R1 000 000 R1 300 000 Per Annum A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms. This role plays a key part in designing and...