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 make you successful in this role?
- Analyse client investment portfolio and financial record to determine credit risk of applicant.
- Provide end to end administration for new or additional credit request.
- Analysis of Audited financials and/or affordability assessment documents
- Ensure reconciliation of credit accounts by recording transaction in the loan management system
- Assist with credit account closure
- Assist with processing and verifying of financial transactions
- Perform Due diligence ensuring enforceability of collateral for new and historical credit extended to clients.
- Reporting to Management on potential portfolio risk.
- Ensuring compliance with all internal procedures and regulations (where applicable)
- Manage and build strong relationships with internal stakeholders and ensure seamless service is provided.
- Assist with accelerating the promotion of the credit product to our clients.
- Assist with the implementing and testing of the credit system and new products.
- Bachelor of Commerce or relevant commercial qualification
- Minimum 3-5 years - experience within an investment/banking credit environment
- Strong knowledge of the financial markets and instruments
- Knowledge of legislation and governance around lending
- Data analysis
- Project Management [high level]
- Self-motivated, proactive, taking ownership of problems until they are resolved.
- Mature person with the sense of responsibility to do after hours
- 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
Were 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 independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
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 7 June 2024
- Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful.
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.
