Portfolio Manager Assistant

3 weeks ago

Sandton, 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 and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
Prepare client investment review documents and meeting packs
Manage account opening and client onboarding
Keep abreast with FICA and other relevant legislation
Collate Private Placements with Portfolio Manager and Clients
Coordinate share transfers and assist the portfolio manager
Collate Corporate Actions with Portfolio Manager and clients with corporate actions
Manage client payments
Coordinate client meetings for Portfolio Manager(s) 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
Basic understanding of Exchange Control Regulations 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 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

To be considered for the above opportunity please upload your detailed CV on or before 18 August 2023
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.

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