Portfolio Manager - Mauritius

Who are we

Sanlam Private Wealth in Mauritius is seeking a dynamic Portfolio manager to join our growing Mauritius  team. This is a unique opportunity to advance your career in emerging markets while gaining international exposure. ideal candidate will have minimum of 5 years experience in private clients and private wealth industry within emerging markets.

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 USD8 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, the largest financial services provider in Africa, with offices in Africa, Australia and Europe. 

What will you do?

•    Managing client investment portfolios
•    Portfolio construction 
•    Building an asset base / business development primarily for clients in Sub-Saharan Africa
•    Maintaining client relationships
•    Aligning individual client portfolios with model portfolios
•    Monitoring individual portfolios and dealing with market movements and research
•    Obtaining client’s instructions with regards to corporate actions, dividends etc
•    Completion of new client mandates
•    Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients 
•    Maintaining key client relationships
•    Working with internal teams such as research analysts, compliance officers, and operations to deliver superior client service
•    You will be required to undertake quarterly travel

Knowledge and Skills

•    Proficient in MS Office (i.e. Word, Excel etc.)
•    The ability to set and maintain high work standards 
•    Previous related experience, preferably within wealth management or stockbroking 
•    Results orientation / self-starter
•    Good interpersonal and communication skills 
•    An understanding of the financial markets
•    Integrity in conducting all business activities
•    The ability to promote the organization and self
•    Fluency in French will be an advantage

Qualification

•    Minimum of 5 years relevant experience in the investment management industry preferably with an established client base)
•    Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return
•    Relevant post graduate degree and professional qualification 

What will make you successful in this role?

•    Knowledge of the Private Client industry
•    Thorough understanding of global financial markets and economic trends 
•    ‘Hunter’ mentality – hungry to grow own client base
 

Personal Attributes

•    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. 

Closing Date: 31 January 2025

Our commitment to transformation

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.