Portfolio Support: Durban

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 R240 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 Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

What will you do?

• Checking all Mandates and FICA for completion
• Opening of all new accounts on BDA, XPLAN & PAPERTRAIL
• Processing account and mandate amendments on BDA, XPLAN & PAPERTRAIL
• Processing account closures
• Extracting and processing bank reconciliations/statements and fund information
• Debit Checks
• Extracting and analysing reportss
• Loading of fees
• Mailbox management and distribution of tasks
• Reviewing new accounts and client maintenance changes
• Dealing with all client queries
• Assist with monthly payments
• Assist with the processing of journals
• Assist with the checking of accounts for funds for monthly payments
• Attend to and resolve queries
• Assist with adhoc requests/tasks

What will make you successful in this role?

• Experience within the Private Wealth industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualifications and Experience

• Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
• Matric (essentially with Mathematics /Accounting and advantage)
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within the financial services industry is essential

Knowledge and Skills

• Computer literacy – MS Office
• Working knowledge of BDA / XPLAN an advantage
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage

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

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and 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, Mi-way, as well as the Group Office – the Sanlam 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 19 May 2026.
• Please note that if you are not contacted within two 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.