Portfolio Manager

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 USD8 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, the largest financial services provider in Africa, with offices in Africa, Australia and Europe.**What will you do?**
- Managing client investment portfolios
- Portfolio construction
- Building an asset base / business development primarily for clients in Sub-Saharan Africa
- Maintaining client relationships
- Aligning individual client portfolios with model portfolios
- Monitoring individual portfolios and dealing with market movements and research
- Obtaining client’s instructions with regards to corporate actions, dividends etc
- Completion of new client mandates
- Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients
- Maintaining key client relationships
- Working with internal teams such as research analysts, compliance officers, and operations to deliver superior client service
- You will be required to undertake quarterly travel
- Knowledge and Skills- Proficient in MS Office (i.e. Word, Excel etc.)
- The ability to set and maintain high work standards
- Previous related experience, preferably within wealth management or stockbroking
- Results orientation / self-starter
- Good interpersonal and communication skills
- An understanding of the financial markets
- Integrity in conducting all business activities
- The ability to promote the organization and self
- Fluency in French will be an advantage
- Qualification- Minimum of 5 years relevant experience in the investment management industry preferably with an established client base)
- Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return
- Relevant post graduate degree and professional qualification

**What will make you successful in this role?**
- Knowledge of the Private Client industry
- Thorough understanding of global financial markets and economic trends
- ‘Hunter’ mentality - hungry to grow own client base
- Personal Attributes- 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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Cultivates innovation - Contributing strategically- Customer focus - Contributing strategically- Drives results - Contributing strategically- Collaborates - Contributing strategically- Being resilient - Contributing strategically**Turnaround time**- Closing Date: 31 January 2025**Our commitment to transformation**
- 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.