Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients investment aims and a fundamental insight into how they perceive risk. By developing a mutual understanding of their investment aim and philosophy we are able to assist them in achieving their investment goals in the long run.
What will you do?
This role will be responsible to meet with Independent Financial Advisors and model portfolio solutions, to build relationships with supporting divisions to support Discretionary Fund Management, and report back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel.
- Ensuring client aspirations are understood and achieved
- Building portfolios in order to meet client expectations
- Leveraging off research platform within the team
- Constructing and managing portfolios that meet the clients expectations
- Regularly present formal research to the client
- Provide alpha generating input into the positioning of client portfolios-manager selection
- Remain abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industry.
Qualifications & Experience
- Undergraduate degree (B.Sc, B.BusSci, BCom)
- Proven ability to present research
- CFA/CFP would be advantageous
- Asset Manager /Fund Research experience would be highly advantageous
Good Understanding Of
- Investment management industry
- The Macroeconomic environment
- Financial markets
- Financial instruments (including derivatives)
- Analytical and numerical skills with a proven ability to solve problems in a timely manner
- Ability to produce written reports which clearly articulate the analysts research
- Computer literate (MS Office- advanced, knowledge of VBA and/or other programming languages would be beneficial)
- Business Insight applying knowledge of business and the marketplace to advance the organisations goals
- Financial Acumen interpreting and applying understanding of financial indicators to make better business decisions
- Decision Quality making good and timely decisions that keep the organisation moving forward
- Action orientated taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
Our aim is to help you build a successful career with us.
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 business clusters Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office the group provides many opportunities for growth and development.
Living up to our Group-wide core competencies, will help you achieve a successful career with us:
- Cultivates Innovation Creating new and better ways for the organisation to be successful
- Client focus building strong client relationships and delivering client centric solutions
- Drives results consistently seizing opportunities and achieving results even under tough circumstances
- Collaborates building partnerships and working collaboratively and inclusively with others to meet shared objectives
- Being Resilient rebounding from setbacks and adversity when facing difficult situations
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.
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.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
