Sanlam: Client Service Consultants | Graduate Opportunity

About Sanlam

Sanlam is one of South Africa’s leading financial services groups, offering solutions across insurance, investments, retirement, and wealth management. With a strong local foundation and international presence, the company serves individuals, businesses, and institutions. Sanlam focuses on long-term financial security, innovation, and sustainability, while also supporting skills development and graduate programmes across its operations.

Job Purpose 

Responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.  

Responsibilities

The following outcomes will be expected to be achieved by the Client Service Consultant:

• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Involved in ad-hoc client services projects

Qualifications and Experience

• Matric / Grade 12 including Pure Mathematics 
• A relevant financial degree / qualification
• Advantageous: 1 year experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal

Skills & Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Communication skills – Written and Verbal (English)