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?

• Experience within Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualifications 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

Closing Date: 22nd, April 2022