Portfolio Manager Assistant

5 days ago

Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

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 R200 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 Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

What will you do?
  • Office Management
    • Switchboard
    • Hostess functions when welcoming clients and attending to all clients
    • Manage refreshment orders for meetings, presentations and the office
    • Stationery and suppliers' invoices
    • Liaise with courier companies
  • Collaborate with the marketing department
  • Assist with administration for events
  • Manage all client, intermediary and third-party manager queries and process their requests
  • Corporate Actions
  • Private Placements
  • Client payment information and documentation
  • Share transfer information and documentation
  • Cash journal information and documentation
  • Onboarding documents and quality check on all mandates and FICA information
  • Cash receipts and submission thereof
  • Collate and submit Score and Monthly Management fee reports
  • Monitor safe custody fees on BDA system
  • Follow up on debit lists
  • Manage the diary for Portfolio Manager(s)
  • Prepare information packs for meetings
What will make you successful in this role?
  • Experience within Private Wealth Industry
  • High level of accuracy
  • Excellent communication and interpersonal skills
Qualification and experience
  • Bachelor of Commerce Degree
  • Registered person exam (advantageous but not mandatory)
  • Basic understanding of the Private Client business and the stock-broking environment
  • Experience within a financial services industry is essential
  • Experience in a stock-broking environment is essential
  • Bonds and Safex exams (advantageous)
Knowledge and skills
  • Proficient in MS Office and Excel
  • Working knowledge of financial systems
  • Working knowledge of BDA
  • Strong numerical orientation
  • Highly organized with a high level of customer focus
  • Accurate and detail orientated
  • Critical and analytical capability
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Excellent listening, communication and interpersonal skills
  • Pro-Active approach to work, clients, problem solving
  • Learning agility and curiosity
  • Passionate ownership for results
Build a successful career with us

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 achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office – the Sanlam Group provides many opportunities for growth and development.

Turnaround time

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.

  • To be considered for the above opportunity please upload your detailed CV on or before 21 March 2025
  • Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful
Our commitment to transformation

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.

#J-18808-Ljbffr

  • Portfolio Assistant Professional

    5 days ago

    Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

    Job DescriptionThis Corporate Support Specialist position is a key component of our team, providing critical support to our Portfolio Managers. The ideal candidate will possess excellent communication and interpersonal skills, with a keen eye for detail and accuracy.Key ResponsibilitiesOffice Management: Switchboard operations, hostess duties, refreshment...

  • Portfolio Management Assistant

    3 days ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Partner Assistant to join our team. As a key member of our operations department, you will be responsible for supporting our financial planners and providing exceptional client service.

  • Financial Portfolio Manager

    21 hours ago

    Port Elizabeth, Eastern Cape, South Africa Danté Personnel Recruitment Full time

    Company OverviewDanté Personnel Recruitment is seeking a highly skilled and experienced Financial Portfolio Manager to join our team. As a key member of our organization, you will be responsible for developing and implementing effective financial processes and systems that support our diverse operations.

  • Strategic Portfolio Manager

    5 days ago

    Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

    About the OpportunityThis is an exciting opportunity to join our dynamic team at Performit Personnel as a Financial Manager. As a key player in our operations department, you will be responsible for driving financial excellence and ensuring the success of our business activities.The ideal candidate will have a proven track record in managing senior finance...

  • Insurance Portfolio Specialist

    6 days ago

    Port Elizabeth, Eastern Cape, South Africa OUTsurance Holdings Company Limited Full time

    About the RoleThe Insurance Portfolio Specialist will play a key role in developing and implementing strategies to grow our business insurance portfolio.Key Performance Indicators (KPIs):New Business SalesClient Service and ManagementHigh-Level PerformanceYou will work closely with our internal stakeholders to deliver high-quality solutions to clients, while...

  • wealth manager/financial advisor

    3 weeks ago

    Port Elizabeth, Eastern Cape, South Africa HR Genie Full time

    A well known and Nationally established Company is looking for a Wealth Manager.The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal...

  • wealth manager/financial advisor

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa HR Genie Full time

    A well known and Nationally established Company is looking for a Wealth Manager.The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal...

  • Operational Manager for Restaurant Excellence

    21 hours ago

    Port Elizabeth, Eastern Cape, South Africa Farm Manager SA Full time

    Job OverviewFarm Manager SA is seeking a skilled Industrial Engineer to join our team and drive operational excellence in our restaurant. As an Industrial Engineer, you will play a crucial role in ensuring seamless operations, enhancing customer satisfaction, and fostering a positive work environment.About the RoleThe successful candidate will be responsible...

  • Partner Assistant

    4 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Catch Recruit Full time

    Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the...

  • Restaurant Operations Assistant

    11 hours ago

    Port Elizabeth, Eastern Cape, South Africa Aimbridge Full time

    A Day in the LifeAs a Food & Beverage Assistant, you'll be responsible for ensuring guests have a positive dining experience. A typical day might involve greeting guests, taking orders, serving food and drinks, handling payments, and maintaining a clean dining area. You'll also need to restock supplies and assist with food preparation as needed. Excellent...

  • Private Wealth Administration Manager

    5 days ago

    Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

    About the RoleWe are seeking an experienced and highly skilled Executive Assistant to join our Private Wealth team. As a key member of the team, you will provide administrative support to our Portfolio Managers, ensuring seamless execution of tasks and projects.Main ResponsibilitiesManage office administration, including switchboard operations, hostess...

  • Executive Assistant

    5 days ago

    Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

    Supporting Our TeamWe are looking for a dedicated and highly organized individual to join our team as a Corporate Support Specialist. This role will provide essential support to our Portfolio Managers, ensuring seamless execution of tasks and projects.Main ResponsibilitiesOffice Management: Switchboard operations, hostess duties, refreshment orders,...

  • internship – photographer

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Farm Manager SA Full time

    MINIMUM REQUIREMENTSFluent in EnglishOwn transport requiredPunctual, reliable, and eager to learnNo prior experience neededjust enthusiasm and a willingness to contributeRESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TOAssist with setting up and managing equipmentSupport photographers and videographers on shootsHelp with general production tasksMaintain a...

  • Assistant Catering Manager

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Empact Group Southern Africa Full time

    The Main Purpose of the job The successful incumbent will be responsible to assist with all food service-related activities which include managing daily operations of the kitchen area, implementation of the production process, managing food/labour costs, and an overall understanding of HACCP. Education and Experience required: Relevant tertiary qualification...

  • Portfolio Management Support Specialist

    1 day ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    We are seeking a highly motivated and customer-focused individual to fill the role of a Financial Planning Partner Assistant in our Port Elizabeth office.Salary Interval: MonthlyJob Description:In this dynamic role, you will be responsible for implementing the client services experience as defined by the Head of Operations, ensuring seamless administration...

  • Store Assistant Manager

    11 hours ago

    Port Elizabeth, Eastern Cape, South Africa Dis-Chem Pharmacies Full time

    Job DescriptionThe primary objective of this role is to assist with the overall management of the store, ensuring operational and administrative duties are performed as per standard policy and procedure. This includes managing customer complaints and queries, maintaining effective communication with customers, and adhering to customer turnover rates.You will...

  • Assistant Store Management

    5 days ago

    Port Elizabeth, Eastern Cape, South Africa Isilumko Staffing Full time

    Job Location : Eastern Cape, Port ElizabethDeadline : April 04, 2025Responsibilities :Build your own insurance portfolio by:Being able to prospect for new clients through networking, cold calling, and door-to-door canvassing for new business.Effective communication with both internal stakeholders and clients.Conduct a comprehensive risk evaluation for the...

  • Financial Planning Assistant Professional – Eastern Cape

    1 day ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    Headquartered in Port Elizabeth, our esteemed Financial Services organization seeks an exceptional individual to assume the role of a Financial Planning Partner Assistant. Salary Interval: MonthlyJob Description:We are looking for a highly skilled professional with a profound understanding of FAIS and FICA legislation to oversee administrative processes and...

  • Cash Crusaders Assistant Manager

    21 hours ago

    Port Elizabeth, Eastern Cape, South Africa Cash Crusaders Full time

    Job Summary:We are seeking a highly motivated Cash Crusaders Assistant Manager to join our team. As a key member of the store management, you will be responsible for assisting the manager in driving sales growth, improving customer satisfaction, and developing a high-performing team.Main Responsibilities:Assist the manager in developing and implementing...

  • Assistant Store Manager

    4 days ago

    Port Elizabeth, Eastern Cape, South Africa Clicks Group Limited Full time

    Assistant Store Manager - Clicks FingolandListing reference: click_019100Listing status: OnlineApply by: 30 January 2025Position summaryIndustry: Wholesale & Retail TradeJob category: FMCG, Retail, Wholesale and Supply ChainLocation: Eastern CapeContract: PermanentRemuneration: Market RelatedEE position: YesAbout our companyClicks GroupIntroductionAre you...