Jobs 2022 – Junior Portfolio Manager
3 weeks ago
Job Description:
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment. Sanlam Private Wealth is part of the Sanlam Investments Group(ads1)
Job Responsibilities:
Client InteractionManage client record of advice and regulatory processInvestment and redemption of Collective InvestmentsCalculation of portfolio returnsModeling & re-balancing portfoliosPreparation of review documentationPortfolio ConstructionTradingBackup traderSubmission of offshore ordersExecution of local & offshore portfolio tradesImplementation of client portfolios
Job Requirements:
Ability to perform well under pressure and show maturity, confidence and resiliencePersonal qualitiesProficient in MS Office (i.e. Word, Excel etc.)Knowledge And SkillsAccurate and detail orientatedStrong numerical orientationExcellent listening, communication and interpersonal skillsExcellent numerical acumenCritical and analytical capabilityHighly organized with a high level of customer focusB.
Com Hon InvestmentsCFP or CFA will be an advantageJob Details:
Company:
Sanlam
Vacancy Type:
Full Time
Job Location:
Stellenbosch
Application Deadline:
N/A(ads2)Apply
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