Portfolio Manager Assistant Full-time Job

Portfolio Manager Assistant

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Date: 07-Sep-2022

Location: Cape Town, Western Cape, South Africa

Company: Sanlam Group

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

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?

• AML Specialist Responsible for end-to-end account opening process of Medium and High Risk accounts.
• Responsible for collating on boarding documents and quality check on all Medium and High Risk accounts
• Responsible to screen all new clients against various sanction lists prior to on boarding
• Collate Corporate Actions with Portfolio Managers and clients
• Collate Private Placements with Portfolio Managers and clients
• Responsible for collating share transfer information and documentation for submission
• Responsible for the update of cost prices in Evolution
• Assist PMAs with ad hoc administrative duties
• Monitor safe custody fees on BDA system
• Responsible for GTR loadings and client queries
• Assist with Offshore administration

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 (with Finance/ Accounts)
• 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 / MAIA an advantage
• Knowledge of a private client process and procedures
• Knowledge of the back office functioning and advantage
• Strong Computer literacy skills in MS Office and JSE BDA system knowledge essential
• Excellent numeracy skills

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of client focus
• Accurate and detail orientated
• Critical and analytical capability
• Adaptability to changing environment
• 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

Build a successful career with us

Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

• To be considered for the above opportunity please upload your detailed CV on or before 21 September 2022
• Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Sanlam is a diversified financial services group, headquartered in South Africa, operating across a number of selected global markets.
We have been creating value for stakeholders since 1918 for more than 100 years. Sanlam is one of the biggest internationally active insurance groups globally, and is classified as a domestic systemically important financial institution in South Africa. We contribute to financial resilience and prosperity in all the markets where we are present.