Portfolio Manager Assistant at Sanlam Group

What will you do?

• Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)

• Prepare client investment review documents and meeting packs

• Manage account opening and client onboarding

• Keep abreast with FICA and other relevant legislation

• Collate Private Placements with Portfolio Manager and Clients

• Coordinate share transfers and assist the portfolio manager

• Collate Corporate Actions with Portfolio Manager and clients with corporate actions

• Manage client payments

• Coordinate client meetings for Portfolio Manager(s)

What will make you successful in this role?

• Experience within Private Wealth Industry

• High level of accuracy

• Excellent communication and interpersonal skills

Qualification and 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

• Basic understanding of Exchange Control Regulations

Knowledge and skills

• Proficient in MS Office

• Working knowledge of financial systems

• Working knowledge of BDA

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