Top Roles at Sanlam Group

Purpose of this role

• To manage and oversee the accounting and tax compliance functions housed within Fiduciary and Tax. 
• To attend to complex accounting issues.
• To hold office as trustee on complex trusts.
• To hold office as executor and oversee the completion of estates.
• To liaise with high net-worth clients.
• To manage and oversee management accounts and budgets relating to the compliance function.
• To provide support to the Head of Fiduciary and Tax.
• To contribute to publications and marketing.
• To promote the Fiduciary and Tax business offering.
• To manage a team and operation functionality of the Fiduciary and Tax Department
• To have a thorough understanding of risk and risk framework within the environment from a business and client perspective.
• This role will oversee the Fiduciary Compliance team and Fiduciary Assistants within the Fiduciary and Tax Department

What will you do?

• Take full responsibility for the day-to-day management of the compliance function, ensuring timeous and accurate completion of duties of the team.
• Set and maintain high standards of behavior and industry compliance.
• Implement checks and controls to ensure a high standard of work.
• Ensure that staff perform optimally while adhering to the values and policies of the business.
• Travel from time to time.

What will make you successful in this role?

• Ability to implement controls to maintain high standards and mitigate risks.
• Strong numeracy and budget management skills.
• Strong interpersonal skills to motivate and develop a diverse team.
• Excellent verbal and written communication skills.
• Computer literacy.
• Strong organisational skills to meet deadlines.
• Provide support to the Head of Fiduciary and Tax.

Qualifications and Experience

• Chartered Accountant (CA) SA qualification is essential.
• At least 10 years’ proven previous experience in a private wealth or trust company environment, working with high net worth matters.
• Extensive and current knowledge of investments, accounting and tax relating to trusts, companies, CC’s and estates.
• Robust knowledge of trusteeships and executorships.
• Strong numeracy is essential.
• Previous experience managing budgets.
• Strong leadership and interpersonal skills with the ability to motivate and develop a diverse team.
• Organisational skills to meet deadlines.
• Excellent verbal and written communication skills.
• Computer literacy.

Knowledge and Skills

• Advanced understanding of fiduciary duties, estate planning, and tax legislation within wealth management.
• Strong grasp of financial reporting standards and compliance frameworks.
• Proficiency in accounting software and financial modeling.
• Risk management and internal control systems.
• Strategic planning and operational oversight.
• Client relationship management, especially with high-net-worth individuals.
• Budgeting and financial forecasting.
• Legal and regulatory knowledge relevant to trusts and estates.

Personal Qualities

• Strong integrity
• Ability to lead
• Excellent analytical thinking
• Strong attention to detail
• Ability to manage pressure
• Excellent communication skills, both verbal and written
• Strong sense of accountability
• Ability to collaborate

Closing Date: 03 July 2026.

go to method of application »

What will you do?

• Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)
• Collate Corporate Actions with Portfolio Manager and clients
• Collate Private Placements with Portfolio Manager and clients
• Responsible for collating client payment information and documentation
• Responsible for collating share transfer information and documentation
• Responsible for collating cash journal information and documentation
• Responsible for collating on boarding documents and quality check on all mandates and FICA information
• Responsible to screen all new clients against various sanction lists prior on boarding
• Responsible to collate and submit cash receipts
• Responsible for trade allocation
• Collate and submit Score and Monthly Management fee reports
• Ad hoc administrative duties
• Monitor safe custody fees on BDA system
• Follow up on debit lists
• Monitor At Home positions
• Manage the diary for Portfolio Manager(s)
• Prepare Information packs for meetings

What will make you successful in this role?

• 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

Knowledge and skills

• Proficiency 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: 03 July 2026.

go to method of application »

What will you do?

Key Responsibilities 

• Strategy development and business planning
• Retail Branch Sales delivery
• Activations
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management
• People management
• Monthly planning and reporting
• Stakeholder engagement

What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Passed the FAIS RE5 and RE1  
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual) 
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category. 
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman (Long-term Insurance)
• National Credit Act and Regulatory Authority
• Sales tactics and approaches 
• Stakeholder engagement and management
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)
• People management practices and principles

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.

go to method of application »

What will you do?

Key Responsibilities 

• Strategy development and business planning
• Retail Branch Sales delivery
• Activations
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management
• People management
• Monthly planning and reporting
• Stakeholder engagement

What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Passed the FAIS RE5 and RE1  
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual) 
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category. 
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman (Long-term Insurance)
• National Credit Act and Regulatory Authority
• Sales tactics and approaches 
• Stakeholder engagement and management
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)
• People management practices and principles

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.

go to method of application »

What will you do?

• Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)
• Collate Corporate Actions with Portfolio Manager and clients
• Collate Private Placements with Portfolio Manager and clients
• Responsible for collating client payment information and documentation
• Responsible for collating share transfer information and documentation
• Responsible for collating cash journal information and documentation
• Responsible for collating on boarding documents and quality check on all mandates and FICA information
• Responsible to screen all new clients against various sanction lists prior on boarding
• Responsible to collate and submit cash receipts
• Submit clear and accurate instructions on all Admin processes to Central Admin Hub
• Responsible for trade allocation
• Collate and submit Score and Monthly Management fee reports
• Ad hoc administrative duties
• Monitor safe custody fees on BDA system
• Follow up on debit lists
• Monitor At Home positions
• Manage the diary for Portfolio Manager(s)
• Prepare Information packs for meetings

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

Knowledge and skills

• Proficiency 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: 03 July 2026.