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, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

QUALIFICATIONS AND EXPERIENCE

• Relevant financial or investments qualification (Financial tertiary qualification)
• 3 to 5 years’ experience in a financial distribution environment
• Supporting and developing of intermediary (IFA) investment practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry and trends
• Valid drivers’ license and own reliable vehicle

QUALIFICATION AND EXPERIENCE

Degree or Diploma with 4 to 6 years related experience.

KNOWLEDGE AND SKILLS

Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Business plan development and implementation

JOB PURPOSE

The Business Development Manager will be responsible for developing and maintaining an Investment Intermediary portfolio and increasing Sanlam Group’s market share of retail investment business from this
portfolio, and delivering on the Glacier Strategy.