Portfolio Manager Assistant - Gqeberha

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 R200 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?

• Office Management
  • Switchboard
  • Hostess functions when welcoming clients and attending to all clients
  • Manage refreshment orders for meetings, presentations and the office
  • Stationery and suppliers' invoices
  • Liaise with courier companies
• Client event coordination
  • Collaborate with the marketing department
  • Assist with administration for events
• Manage all client, intermediary and third-party manager queries and process their requests
• Collate:
  • Corporate Actions
  • Private Placements
  • Client payment information and documentation
  • Share transfer information and documentation
  • Cash journal information and documentation
  • Onboarding documents and quality check on all mandates and FICA information
  • Cash receipts and submission thereof
• Collate and submit Score and Monthly Management fee reports
• 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 (advantageous 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 (advantageous)

Knowledge and skills

• Proficient in MS Office and Excel
• 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

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 21 March 2025
• 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.