Junior Portfolio Manager

2 days ago

Stellenbosch, 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? Portfolio Construction Modeling & re-balancing portfolios Preparation of review documentation Calculation of portfolio returns Trading Implementation of client portfolios Execution of local & offshore portfolio trades Investment and redemption of Collective Investments Submission of offshore orders Backup trader Client Interaction Manage client record of advice and regulatory process What will make you successful in this role? Passion for the markets Client Interaction / Client Centricity Portfolio Management / Research Stockbroking /Trading Administration Qualification and experience B. Com Hon Investments CFP or CFA will be an advantage Knowledge and skills Proficient in MS Office (i.e. Word, Excel etc.) Excellent numerical acumen 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, Miway, 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.

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