Portfolio Manager Assistant

5 days ago

Pretoria, 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 R151 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? Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.) Collate Corporate Actions with Portfolio Manager and clients Collate Private Placements with Portfolio Manager and clients Responsible for collating client payment information and documentation Responsible for collating share transfer information and documentation Responsible for collating cash journal information and documentation Responsible for collating on boarding documents and quality check on all mandates and FICA information Responsible to screen all new clients against various sanction lists prior on boarding Responsible to collate and submit cash receipts Submit clear and accurate instructions on all Admin processes to Central Admin Hub Responsible for trade allocation Collate and submit Score and Monthly Management fee reports Ad hoc administrative duties Monitor safe custody fees on BDA system Follow up on debit lists Monitor At Home positions 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 (would be an advantage 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 would be an advantage Knowledge and skills Proficient in MS Office Working knowledge of financial systems Working knowledge of BDA Personal qualities 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 Assertive 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 of 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 group provides many opportunities for growth and development. Turnaround time
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.

  • Portfolio Management Assistant

    3 months ago

    Pretoria, South Africa FirstRand Full time

    Job Description To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...

  • Portfolio Assistant

    7 months ago

    Pretoria, South Africa Momentum Retail Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Providing business...

  • Insurance Portfolio Manager

    7 days ago

    Pretoria, South Africa Career Minded Full time

    Job Overview **Date Posted**: Posted 52 mins ago **Location**: Pretoria, Gauteng **Job Title**: Insurance Portfolio Manager **Salary**: R20,000 - R40,000 **Salary Type**: Negotiable **Education Level**: Certificate **Job Level**: Intermediate **Required Experience**: 3 - 5 Years Insurance Portfolio Manager - Pretoria An Insurance Portfolio Manager...

  • Regional Manager: Marketing Portfolio

    2 weeks ago

    Pretoria, South Africa Transnet Full time

    **_ Equity Statement :Preference will be given to suitably qualified Applicants who are members of the_** **_designated groups in line with the Employment Equity Plan and Targets of the Organisation/Operating_** **_Division._** **_ Alternative Application Methods: (Completed Curriculum Vitae to be submitted)_** Post: E-mail: Fax: before the closing date of...

  • Portfolio Manager: Advanced Manufacturing

    7 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer - centric and impact focused organisation. In our endeavour to support technology innovation with socio-economic outcomes; we seek to infuse the organisation with team players that find resonance as value creators, agile thinkers, progressive attitudes,...

  • Portfolio Manager Commercialisation: Energy and

    3 days ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer **Minimum Requirements**: Qualifications and Experience - A minimum: Degree in Science / Engineering/Finance - A business qualification (or professional certifications) will be advantageous. - Three (3) - five (5) years’ experience assisting high value Intellectual...

  • Portfolio Administrator

    6 months ago

    Pretoria, South Africa Trafalgar Property Management (Pty) Ltd Full time

    Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association (“HOA”) property management services across...

  • Portfolio Manager

    6 months ago

    Pretoria, South Africa Trafalgar Property Management (Pty) Ltd Full time

    Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association (“HOA”) property management services across...

  • Portfolio Manager: Commercialisation

    3 days ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Job Purpose: To support the business unit in assisting impactful technology innovations to be taken up in the market, in line with the division’s strategy. The Agency reserves the right not to make an appointment. Technology Innovation Agency (TIA) is a talent driven, customer - centric and impact focused organisation. In our...

  • Portfolio Manager: Commercialisation

    7 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Job Purpose: To support the business unit in assisting impactful technology innovations to be taken up in the market, in line with the division’s strategy. The Agency reserves the right not to make an appointment. Technology Innovation Agency (TIA) is a talent driven, customer - centric and impact focused organisation. In our...

  • Junior Portfolio Manager

    7 months ago

    Pretoria, South Africa Bidvest Facilities Management Full time

    **MAIN OUTPUTS** - Monitor and ensure portfolio on time service delivery as per SLA's or as agreed with Customer - Pro-actively interact and engage with the client to understand areas of improvement and ensure that turn-around times are shortened to the satisfaction of the client - Develop effective, customer focused and proactive relationships at all levels...

  • Portfolio Manager: Natural Resources

    2 days ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer - centric and impact focused organisation. In our endeavour to support technology innovation with socio-economic outcomes; we seek to infuse the organisation with team players that find resonance as value creators, agile thinkers, progressive attitudes,...

  • Portfolio Manager: Natural Resources

    7 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer - centric and impact focused organisation. In our endeavour to support technology innovation with socio-economic outcomes; we seek to infuse the organisation with team players that find resonance as value creators, agile thinkers, progressive attitudes,...

  • Campus Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa CTU Career Chatz Full time

    Campus Portfolio Manager Job DescriptionCTU Career Chatz is seeking a skilled Campus Portfolio Manager to join our sales and marketing team. In this role, you will be responsible for managing our campus portfolio and developing strategies to increase sales revenue.Estimated Salary: $50,000 - $70,000 per yearJob Responsibilities:Manage our campus portfolio...

  • Portfolio Manager Commercialisation: Energy

    7 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer **Job Purpose** To facilitate and leverage commercialisation enablement of successful technology innovations, licenses, products, and companies through the TIA investment funding instruments. The role further strives to create systems and network connections to ensure a...

  • Portfolio Manager at Momentum Securities

    2 weeks ago

    Pretoria, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

  • Asset Manager

    1 month ago

    Pretoria, South Africa Jobted ZA C2 Full time

    Job Description/Duties: 1. Retail Portfolio Management: •Oversee all asset management activities for the retail properties, with the objective of maximizing value, improving tenant satisfaction, and increasing portfolio performance. •Develop asset management strategies to optimize returns, enhance property values, and manage tenant...

  • Asset Manager

    2 months ago

    Pretoria, South Africa People Dimension Full time

    Job Description/Duties:1. Retail Portfolio Management:•Oversee all asset management activities for the retail properties, with the objective of maximizing value, improving tenant satisfaction, and increasing portfolio performance.•Develop asset management strategies to optimize returns, enhance property values, and manage tenant relationships.•Conduct...

  • Asset Manager

    2 months ago

    Pretoria, South Africa People Dimension Full time

    Job Description/Duties:1. Retail Portfolio Management:•Oversee all asset management activities for the retail properties, with the objective of maximizing value, improving tenant satisfaction, and increasing portfolio performance.•Develop asset management strategies to optimize returns, enhance property values, and manage tenant relationships.•Conduct...

  • 2x Portfolio Manager Commercialisation: Ict

    7 months ago

    Pretoria, South Africa Technology Innovation Agency Full time

    **Job Advert Summary**: Technology Innovation Agency (TIA) is a talent driven, customer **Job Purpose** To facilitate and leverage commercialisation enablement of successful technology innovations, licenses, products, and companies through the TIA investment funding instruments. The role further strives to create systems and network connections to ensure a...