Portfolio Manager Assistant

2 weeks ago


Durban, South Africa Sanlam Full time

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading. 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 Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India. What will you do? Share responsibility for achieving flow and income targets, as well as meeting budgeted net profit before tax Coordinate Portfolio Manager (PM) calendar, including scheduling client meetings and reviews Drive the client review cycle by preparing reports, tracking progress, and ensuring timely client engagements Collate onboarding documentation, perform quality checks on Medium and High Risk accounts, and manage the end-to-end



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