Number of Applicants
:000+
Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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.
Simeka is a wholly owned subsidiary of Sanlam Corporate. Simeka is a consulting and advisory business that operates primarily in the employee benefits industry. We offer innovative solutions and services to a wide range of clients encompassing both defined benefit and defined contribution retirement funds, employers, medical schemes, trade unions and members of retirement funds. Our key differentiators are as follows:
Our approach to investment consulting is to understand our clients’ needs and to tailor appropriate investment strategies aimed at providing value-for-money investment outcomes designed to improve financial security for members and pensioners.
An investment consultant role within an experienced and dynamic investment consulting team. Apply your knowledge of best practices to provide investment consulting services to institutional clients. This includes, but is not limited to, market and economic updates, strategic asset allocation implementation, portfolio construction and investment strategy formulation.
The ideal candidate must be able to operate independently and provide investment advice to a diverse client base with varying needs.
Comfortable presenting complex investment concepts in an understandable manner to institutional clients who have a wide level of understanding.
Ability to tailor investment advice and service delivery to varying levels of client sophistication and objectives.
Ensure that standard procedures and best practices are maintained and adhered to.
Risk awareness and the management of these risks.
Multi-lingual advantageous
Minimum of 5 to 10 years investment consulting / multi-manager research experience.Experience in managing complex board relationships. Preferably this experience includes actual delivery of consulting services to boards.Must have experience in dealing with pension funds or other institutional clients on investment matters – either providing investment feedback and discussing performance attribution (e.g. Senior Client Investment Specialist or Portfolio Manager) or consulting to pension funds and/or other institutional clients on investment matters.
Be able to manage a large portfolio of clients unsupervised – will have support of associate investment consultants or investment consultants, be able to manage delivery from them.
Solid understanding of investment markets, with own experience in dealing with local asset managers and ability to understand strengths and weaknesses of asset managers and how the managers are blended into a solution for clients.
Research skills and knowledge of asset managers, portfolio construction techniques etc.
Deadline driven – focus on implementation.
Communication skills – ability to explain complex investment matters in an understandable way tailored to the level of each client.
Solid understanding of portfolio construction.
Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
Resilience - Rebounding from setbacks and adversity when facing difficult situations.
Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
Displays Care – Showing care and consideration to our clients that extends beyond professionalism
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.
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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