Junior Portfolio Manager

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?

•    Portfolio Construction
    o    Modeling & re-balancing portfolios
•    Preparation of proposal and review documentation/presentations
•    Calculation of portfolio returns
•    Trading    
    o    Implementation of client portfolios
    o    Execution of local & offshore portfolio trades
    o    Investment and redemption of Collective Investments
    o    Submission of offshore orders
•    Backup trader
•    Client Interaction

Qualification and experience

•    B. Com Hon / CA 
•    CFP or CFA will be an advantage
•    3 Years investment market experience and a local network

Knowledge and experience

•    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

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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 14 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.