Portfolio Analyst at Sanlam Group

What will you do?

• Client reviews and performance

Portfolio Implementation

• Modelling of client portfolios
• Portfolio construction and implementation

Trading

• Execute local and offshore trades
• Equities, bonds, FX and Unit Trusts
• Oversee Corporate Actions
• Ad hoc portfolio manager and client requests

What will make you successful in this role?

• Passion for the markets
• Client Interaction / Client Centricity
• Portfolio Management
• Strong administration
• Strong attention to detail

Qualification and experience

• B. Com/ B. Com Honours
• Trader’s exam 
• An understanding of the Private Client business and the stock-broking environment

Knowledge and skills

• Previous experience within Private Wealth industry will be advantageous
• Working knowledge of X-Plan and BDA an advantage
• Digital literacy
• Excellent numerical acumen

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

Closing: 20 March 2026