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Portfolio Manager

2 months ago

Johannesburg, Gauteng, South Africa Sanlam Full time

About the Role

Sanlam Private Wealth is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for crafting customized investment portfolios for high net worth private clients, charitable institutions, trusts, and corporate entities.

With assets under management and administration of over 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.

Key Responsibilities

  • Develop and implement investment strategies for clients
  • Conduct thorough research and analysis of investment opportunities
  • Provide exceptional client service and communication
  • Collaborate with cross-functional teams to deliver high-quality solutions

Requirements

  • B. Com Hon or CA qualification
  • 3-5 years of investment market experience and a local network
  • Strong numerical orientation and analytical skills
  • Excellent communication and interpersonal skills

What We Offer

At Sanlam Private Wealth, we pride ourselves on building strong, lasting relationships with our employees. We offer a dynamic and entrepreneurial work environment, opportunities for growth and development, and a competitive compensation package.