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 you do?
- Manage Office:
- Switchboard
- Hostess functions when welcoming and attending to all clients
- Manage refreshment orders for meetings, presentations and the office
- Office stationery and suppliers' invoices
- Gqeberha client event coordination
- Liaise with the marketing department
- Assist with administration for events being held including the branding equipment
- Liaise with courier companies
- Proactively manage all client, intermediary and third-party manager queries and process their requests
- Collate:
- Corporate Actions
- Private Placements
- Client payment information and documentation
- Share transfer information and documentation
- Cash journal information and documentation
- Onboarding documents and quality check on all mandates and FICA information
- Cash receipts and submission thereof
- Score and Monthly Management fee reports
- Ensure client portfolios are up to date with the correct information
- Ad hoc administrative duties
- Monitor safe custody fees on BDA system
- Follow up on debit lists
- Monitor At Home positions
- Manage the diary for Portfolio Manager(s)
- Prepare Information packs for meetings
- Experience within Private Wealth Industry
- High level of accuracy
- Excellent communication and interpersonal skills
- Bachelor of Commerce Degree
- Registered person exam (would be an advantage but not mandatory)
- Basic understanding of the Private Client business and the stock-broking environment
- Experience within a financial services industry is essential
- Experience in a stock-broking environment is essential
- Bonds and Safex exams would be an advantage
- Proficient in MS Office and Excel
- Working knowledge of financial systems
- Working knowledge of BDA
- 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 achieving great things. We pride ourselves on 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 Sanlam 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 29 August 2023
- Please note that if you are not contacted within two 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.
