Portfolio Manager Assistant Fixed Term Contract at Sanlam Private Wealth

  • Contract Junior EE position

  • Welgemoed, Western Cape

  • Undisclosed cost to company

  • Job 2260071

  • Posted 11 Oct 2018 by Sanlam

About the Position

What will you do?

  • Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
  • Collate Corporate Actions with Portfolio Manager and clients
  • Collate Private Placements with Portfolio Manager and clients
  • Responsible for collating client payment information and documentation
  • Responsible for collating share transfer information and documentation
  • Responsible for quality check on all mandates and FICA 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

What will make you successful in this role?

  • Computer literacy (MS word, Power Point, Excel)
  • Working knowledge of BDA
  • Accuracy
  • Financial services experience

Qualification & experience

  • 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

Knowledge and skills

  • Computer literacy (MS word, Power Point, Excel)
  • Working knowledge of BDA

Personal qualities

  • Excellent communication skills (English and Afrikaans)
  • High client orientation
  • Ability to deal with conflict
  • Planning and organizing skills
  • Accuracy and attention to detail
  • Ability to work under pressure
  • Excellent team orientation

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 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.

Due date for applications: 31 October 2018

Turnaround times
The shortlisting process will only start once the application due date has been reached.

  • To be considered for the above opportunity please upload your detailed CV on or before 31 October 2018
  • 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.

Desired Skills

  • MS Office
  • Working knowledge of BDA
  • Registered Person Exam (would be an advantage)
  • Excellent communication skills
  • Strong planning and organizational skills

About The Employer


Sanlam Private Wealth crafts customised portfolios for high net worth private clients, charitable institutions, trusts and corporate entities in South Africa, Australia, Mauritius, the rest of Africa and the UK (in collaboration with Sanlam Private Wealth UK).

With assets under management of more than R240 billion, our cluster of specialist and complementary business offers a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax solutions, a credit offering, a global stockbroking service and derivatives trading.

Our clients are at the core of everything we do, and for this reason we employ people with passion - individuals who thrive in an entrepreneurial high-energy environment. We have the knowledge and experience to deliver what counts.

As a niche business, we focus on adding that personal touch, taking the time to build strong and meaningful one-on-one relationships with our clients. This enables us to deliver a highly personalised service to our discerning clients. And with the best people in the business, we're able to consistently deliver the long-term results our clients expect - our track record speaks for itself.

Sanlam Private Wealth is part of the Sanlam Investments Group.

Sanlam Investments one of the leading investment and wealth management business in South Africa and Sub-Saharan Africa.

Our business is diversified and provide a broad range of investment solutions to corporations, other financial services providers and institutions, governments and their various agencies.

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