Junior Portfolio Manager / Trader at Sanlam Group

Job description

What will you do? 

• Client Interaction / Client Centricity
• Proactively manage client queries and resolve issues.
• Shadow the Portfolio Manager when dealing with and assisting clients
• Prepare Client Review documents
• Build relationships and collaborate with Advisors and Brokers

Portfolio Management / Research

• Assist with the management of client portfolios in line with model portfolios i.e. Modelling / rebalancing of deviations
• Comply to all SPW Compliance requirements
• Attend all morning meetings
• Active participation in the investment process
• Present good quality investment research

Stockbroking /Trading

• Execution and monitoring of client trades, on behalf of portfolio managers, on the JSE and other securities markets
• Execute orders for non-discretionary clients and achieving consistently good trade pricing in line with client instructions
• Reporting of trades to the Portfolio Managers and Clients
• Participation in the branch’s investment process and generating client orders for discretionary accounts with regard to buy levels
• At the request of Portfolio Managers; ad-hoc measurement of the internal rate of return, and/or deviation of client portfolio’s against model portfolio
• Accurate trading on client portfolios [accurate implementation on Hermes]
• Timeous processing with minimal errors and compliance impact
• Corporate Actions – clear and understandable communication to clients

Administration
Assist with client profiling
Good understanding of Model portfolios

What will make you successful in this role?

• Knowledge of the Private Client industry
• Offshore trading knowledge
• Accuracy when capturing data

Qualification & experience

• B.Com / Honours/ CA
• Registered persons and traders exams an advantage
• CFP or CFA will be  an advantage
• Exposure within a Private Wealth environment will be an advantage

Knowledge and skills
Excellent computer skills with proven proficiency in MS Office [Word, Excel & PowerPoint]

Personal qualities

• 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