29 Mar 2021

Full-Time Portfolio Manager Assistant by Sanlam

Sanlam – Posted by JobdirectaSouthAfrica Staff Gauteng

Job Description

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

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
  • Be able to assist with client proposals and review
  • Ability to trade shares would be very beneficial

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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

  • 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

Please Follow the Instruction below for a Successful Application

Click Here to Submit your CV and Application on Company Website


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Job Categories: Administrative/Secretarial Jobs in South Africa. Job Types: Full-Time. Job Tags: Sanlam job vacancies in SA. Salaries: GHS 8,000 - 10,000. Prominent words: clients, high level, interpersonal skills, private, responsible, south africa, and working knowledge.


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