AddressThe Vineyard Office Estate Farm 1, Building B 99 Jip de Jager Drive Welgemoed, South Africa 7530
About Sanlam Private Wealth
Sanlam Private Wealth, the private client wealth management business within the Sanlam Group, has been built from a small stockbroking firm to an integrated international wealth manager offering investment management, advisory, fiduciary and tax, stockbroking, online trading, art advisory and non-tr... read moreansactional banking services. With over 400 people across 23 international offices, Sanlam Private Wealth manages R240 billion in assets under management and administration globally. The business is now the proud winner of South Africa's top wealth manager award for the second year running (Moneyweb Intellidex survey).
Specialties
Investment Advisory Service, Fiduciary and Tax Services, Stockbroking and Portfolio Management, Art Advisory Service, and Offshore Investments.
Job Purpose
The business development manager (BDM) is often the first point of contact a new potential client will have with a business when they are seeking information on the produc
Job descriptionKEY RESPONSIBILITIES
Programme and project planning and management:
Updates and maintains all programme and project plans for all IT, Strategic, Operations and Client Experience pro
Job descriptionKEY RESPONSIBILITIES:
Operate the switchboard
Attend to the reception area by welcoming clients and guests
Manage all boardroom bookings
Order all branded and general stationery
Job descriptionKEY RESPONSIBILITIES
Proactively manage all client and intermediary queries and process their requests (e.g. portfolio queries, tax reports, etc.)
Collate Corporate Actions with Por
Job descriptionKey Responsibilities: Monitoring:
Monitoring and loading capital events based on announcement date and last date of trade
Monitor and address the corporate action exception reports
Job descriptionPosition DescriptionThe incumbent willprovide legal advice, including drafting or vetting of contracts, related to -
the administration and governance of pension/provident funds
gro
Job descriptionKey Responsibilities:
Contribute to the formulation of the company and channel strategies of SPW along with Channel Heads and ensure the implementation thereof
Contribute to the gen
Job description
Position Details
Sanlam IT Infrastructure Shared Services (ITISS) is a centralised shared services business providing IT services to participating businesses in the Sanlam Group. The
Job descriptionKey Responsibilities:Sanlam Private Wealth, a leading South African wealth manager and investment house, is seeking an experienced individual for an equity role:
Conduct valuations a
Job descriptionKey Responsibilities:
To provide tax and fiduciary advisory services to clients, including advice with regard to wills, SA trusts, offshore trusts and the tax consequences of any of
Job description
Position DetailsPosition DescriptionThis is a regionally based administrative support position within Distribution Marketing that undertakes the following key responsibilities;
Adm
Job description
Position DetailsSanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the Sou
Job description
Position DetailsSanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the Sou
Job description
Position DetailsPosition DescriptionThis position will be incorporated in the existing underwriter team structure and career path in which the next level will be anyof the specialist
Job descriptionPosition DetailsThe Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry
Job descriptionKey Responsibilities:
Primarily responsible for new business flows and achieving annual new business targets
Responsible for developing and executing the business development strate
Job descriptionPosition Description Key Responsibilities
Complete identified payroll processes (as per list) for client portfolio timeously and effectively:
Personnel data is accurately captured a
Job description
Key Responsibilities:
OPCO ROLE
Contribute to formulation of company strategy
Take ownership of company values and objectives at operations level
Implement the business strategi
