Branch Manager

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Date: 13-Aug-2019

Location: Sandton, Gauteng, South Africa

Company: Sanlam Group

Who are we?

Sanlam Private Wealth follows a disciplined investment approach to protect and grow the wealth of our clients through services such as portfolio management, investment advisory service, stockbroking, derivatives, tax & fiduciary and offshore investments. Our products and services cater for the bespoke needs of High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, and legal entities now and for generations to come.

We employ over 400 people in total with 23 offices in the UK, Australia, Switzerland, the Cayman Islands and Mauritius. We are committed to excellence and as a result, place strong emphasis on client experience, investment performance and most importantly on developing our people creating both an inspirational and aspirational client centred work environment for our people.

What will you do?


  • Contribute to formulation of company strategy
  • Take ownership of company values and objectives at branch level
  • Implement the business strategic initiatives within branches in your region
  • Contribute to general success and profitability of Sanlam Private Wealth
  • Represent Sanlam Private Wealth as and when required in accordance with company profile



  • Take full responsibility for profit budget and inflow targets
  • Drive the company culture and goals
  • Manage the investment process within the branch
    • Ensure compliance  w.r.t. the model investment portfolios
    • Ensure employees who trade adhere to the company and JSE rules
  • Responsible for the branch P+L
    • Revenue and expense management
  • Manage day-to-day running of branch administration
    • Determine and manage the relationship with the Branch Service Manager and jointly with the COO
    • Perform the review and approval function in a number of admin & internal control processes
  • Responsible for branch distribution strategy
    • Source new clients for branches
    • Agree and manage working relationships with the various Sanlam – and other - distribution channels
    • Assist Portfolio and Wealth Managers with the servicing of their existing clients
  • Manage and integrate Portfolio management, Wealth management and Fiduciary and Tax within the branch
  • People management and recruitment
What will make you successful in this role?
  • Client focused
  • Excellent leadership skills
  • Results driven
  • Innovative
  • Collaborative
Qualification and Experience
  • Proven leadership skills
  • Excellent understanding of the stock-broking / investment / wealth management industry
  • 8 years experience in the industry
  • Tertiary qualification with CFA/CA/LLB an advantage
  • Regulatory examination 1 and 3 applicable to category II FSPs.
Knowledge and skills
  • Proven knowledge and understanding of financial markets
  • Knowledge of the trading environment
  • Computer literacy
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 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.

Due date for applications: 12 September 2019
Turnaround time

The shortlisting process will only start once the application due date has been reached. 

  • To be considered for the above opportunity please upload your detailed CV on or before 12 September 2019
  • Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful

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.

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