Portfolio Manager Assistant

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 R240 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 Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

What will you do?

• Share responsibility for achieving flow and income targets, as well as meeting budgeted net profit before tax
• Coordinate Portfolio Manager (PM) calendar, including scheduling client meetings and reviews
• Drive the client review cycle by preparing reports, tracking progress, and ensuring timely client engagements
• Collate onboarding documentation, perform quality checks on Medium and High Risk accounts, and manage the end-to-end account opening process
• Assist PMs in preparing tailored client proposals
• Conduct weekly check-ins with PMs to review work progress and outstanding items, enabling two-way reporting
• Monitor and manage debit balances in collaboration with PMs
• Review weekly cash reports and alert PMs to large cash balances for implementation
• Collate Corporate Actions with Portfolio Managers and clients
• Execute client instructions including redemptions, Section 14/37/42 transfers, ad hoc transactions, and switches for both local and offshore investments
• Maintain accurate cost price data in Evolution
• Verify and execute all local and offshore trades
• Execution of all FX Expat and Repat offshore orders
• Allocate all local trades accurately
• Implement and monitor bond trades
• Track orders and ensure corrections are made prior to settlement
• Provide backup support for PMA colleagues during leave periods

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

• Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
• 5+ years' experience in the same or similar role
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within financial services industry is essential

Knowledge and skills

• Working knowledge of BDA an advantage
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage
• Strong computer literacy skills in MS Office and JSE BDA system knowledge essential
• Excellent numeracy skills

Personal qualties

• Strong verbal and written communication skills with the ability to liaise with clients and financial service providers / institutions effectively and respond to queries and deal with complaints in a calm and rational manner
• Good telephonic manner
• A highly organised and efficient individual who can multitask, work well under pressure and who is deadline driven
• Systems oriented with high attention to detail and the ability to follow policies and procedures.
• A proactive, service-oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard
• Ability to analyse and understand the industry's professional terminology
• A highly honest and ethical individual who is confidential and discreet
• Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments

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.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

• To be considered for the above opportunity please upload your detailed CV on or before 15 October 2025
• Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful

Our commitment to transformation

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.