Operations and Assistant Wealth 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 £10.4 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?

• Client Servicing – support the wealth manager through effective handing of administrative and client service tasks to ensure smooth and efficient client interactions. Key focus areas include coordinating the client review process, support compliance with regulatory requirements, and facilitate timely follow-up on client issues and requests.

• AML and Compliance – coordinate onboarding of clients, accurate submission of all KYC/AML/CDD documentation in support of the Head of Compliance and MLRO in ensuring adherence to applicable laws and regulations; provide ongoing support to Compliance for reassessment of client KYC and AML processes.

• Financial Controls – daily monitoring of incoming client funds, transfer of funds to client accounts, stock transfers and facilitating authorization of payments.

• Operations - ensuring efficiency of operating and administrative processes and driving improvements as may be required in both.

• Company Secretarial and Registered Office Compliance - complete all company secretarial filings punctually. Manage registered office functions efficiently, ensuring prompt handling of all official communications.

Qualification and Experience

• Minimum of a degree in commerce/finance/accounting or equivalent professional qualification.
• A UK equivalent level 4 professional RDR compliant qualification would be an advantage.
• At least 4 years' comparable experience in the financial services industry in an equivalent jurisdiction; preferably in the UK or Channel Islands.

Knowledge and Skills

• Excellent written and verbal communication skills.
• In-depth knowledge of internal control concepts, preferably in a financial services context.
• Collaboration – experience in working inclusively with others / in a team context.
• Resilience – demonstrated experience in meeting deadlines under pressure.
• Excellent analytical and numerical skills.
• Very proficient in using Microsoft Office Suite, specifically Excel and similar applications.

Personal qualities

• Highly motivated, proactive, taking ownership of problems until they are resolved.
• Highly organized with a high level of customer focus.
• Excellent time management.
• Accuracy and detail orientated.
• Ability to perform well under pressure and show maturity, confidence and resilience in challenging environments.
• Excellent listening, communication and interpersonal skills.
• Proactive and innovative approach to work, clients and problem-solving.
• Learning agility and curiosity.
• Assertive.
• Passionate ownership of results.

Our aim is to help you 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 realize 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 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 30 October 2025.
  Please note that if you are not contacted within 2 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