• Trade Assistant at Sanlam Private Wealth Company

  • Posted on: 5 February, 2018 Deadline: Not Specified
  • View Jobs in Banking/Financial Services View All Jobs at Sanlam
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  • Sanlam Private Wealth crafts customised portfolios for high net worth private clients, charitable institutions, trusts and corporate entities in South Africa, the UK, Australia, Mauritius and the rest of Africa.

    Trade Assistant Offshore


    Job description


    • Preparation of investment forms & instructions
    • Load EMX trades for approval
    • Capturing of transfer instructions on ABSA Global and CMS applications for approval
    • Monitoring & clearing transactions on bank recons
    • Forward instructions to CST & ensure the execution thereof
    • Verify and update executed trades into spiPod application
    • Monitoring of updated trades against trade confirmations received
    • Investigate & Clear import exceptions
    • Monitor daily reports
    • Updating of transactions into the Portia application
    • Update applicable departmental spreadsheets
    • Reconciliations
    • Assist with month end duties (fees / invoices etc)
    • Assist with enquiries from branches
    • Assist with projects as required


    • Tertiary qualification (with Finance/ Accounts) will be advantageous
    • Basic understanding of the Private Client business and the stock-broking environment
    • Experience within a financial services industry is essential


    Computer literacy (MS word, Power Point, Excel) with Advanced Excel


    • 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


    • Preference will be given to suitably qualified and experienced South African equity candidates
    • Please note that if you are not contacted within 2 weeks after the closing date, your application has been unsuccessful

    Method of Application

    Interested and qualified? Go to Sanlam career website on www.linkedin.com to apply

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