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  • Posted: Jan 20, 2022
    Deadline: Not specified
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    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
    Read more about this company

     

    Portfolio Manager Assistant

    Who are we?

    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 be required for the position?

    The ability to liaise with clients and interact at the highest level. The interaction entails an in-depth knowledge of the client’s accounts and circumstances. In addition, the candidate will have a positive and can-do attitude with the ability to solve problems essential by thinking on their feet.

    What will you do?

    • Proactively manage all portfolio manager, client and intermediary queries and process their requests

    • Responsible for all BDA (JSE Broker Dealer Administrative System) related functions which inter alia includes:

      • Collating client payment information and documentation

      • Collating share transfer information and documentation

      • Collating Corporate Actions with Portfolio Manager and clients

      • Monitoring allocation accounts and allocating to client accounts

    • Responsible for quality checks on all mandates and FICA information

    • Assist portfolio managers with administrative trading duties both local and offshore

    • Completion of Credit applications and liaising with credit department

    • Liaise with tax department regarding interim capital gains reporting

    • Manage and follow-up with departments and keep the portfolio manager updated

    • Manage the diary and meetings for Portfolio Manager(s) and proactively arranging client report back meetings

    • Prepare Information packs for meetings and assist with feedback reports

    • Ad hoc administrative duties

    • Coordinate branch administrative functions

    • Dealing with Computershare with script transfers

    Qualification and experience

    • Bachelor of Commerce Degree or equivalent will be to your advantage

    • Grade 12 certificate with mathematics

    • Understanding of the Private Client business and the stock-broking environment

    • Experience within a financial services industry is essential

    • JSE Trading exam would be an advantage

    Knowledge and skills

    • Computer literacy – Strong Excel skills

    • Financial services experience

    • Knowledge and understanding of BDA system an advantage

    • Knowledge of a private client process and procedures

    • Knowledge of the front office functioning an advantage

    • Accuracy in detail and execution

    • Communication required to be fluent in Afrikaans and English

    Personal qualities

    • Strong interpersonal skills

    • Exceptional communication skills

    • Strong numerical orientation

    • Accurate and detail orientated

    • Ability to perform well under pressure and adaptable to changing environments

    • Ability to adhere to tight deadlines

    • Results focused with a strong sense of urgency

    • Excellent organizational skills

    • Pro-Active approach to work, clients, problem solving

    • Team player

    • Passionate

    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.

    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 31 January 2022

    • Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful

    Our commitment to transformation

    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.

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

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