Portfolio Manager Assistant at Sanlam Group

What will you do?

• Share responsibility for achieving flow and income targets, as well as meeting budgeted net profit before tax
• Coordinate Portfolio Manager (PM) calendar, including scheduling client meetings and reviews
• Drive the client review cycle by preparing reports, tracking progress, and ensuring timely client engagements
• Collate onboarding documentation, perform quality checks on Medium and High Risk accounts, and manage the end-to-end account opening process
• Assist PMs in preparing tailored client proposals
• Conduct weekly check-ins with PMs to review work progress and outstanding items, enabling two-way reporting
• Monitor and manage debit balances in collaboration with PMs
• Review weekly cash reports and alert PMs to large cash balances for implementation
• Collate Corporate Actions with Portfolio Managers and clients
• Execute client instructions including redemptions, Section 14/37/42 transfers, ad hoc transactions, and switches for both local and offshore investments
• Maintain accurate cost price data in Evolution
• Verify and execute all local and offshore trades
• Execution of all FX Expat and Repat offshore orders
• Allocate all local trades accurately
• Implement and monitor bond trades
• Track orders and ensure corrections are made prior to settlement
• Provide backup support for colleagues during leave periods

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

• Tertiary and/or industry related qualification would be an advantage 
• 5+ years experience in the same or similar role
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within financial services industry is essential

Knowledge and skills

• Working knowledge of BDA an advantage
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage
• Strong digital literacy skills
• Excellent numeracy skills

Personal qualities

• Strong verbal and written communication skills with the ability to liaise with clients, financial service providers and institutions
• Good telephonic manner
• A highly organised and efficient with the ability to multitask, work well under pressure and deadline driven
• Systems oriented with high attention to detail and the ability to follow policies and procedures
• A proactive, service-oriented individual who uses their initiative to ensure excellent service and that quality is always of a high standard
• Ability to analyse and understand the industry’s professional terminology
• A highly honest and ethical individual who is confidential and discreet
• Comfortable with a corporate culture and able to conduct oneself professionally