Job Description

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 R151 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?

• Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)
• Collate Private Placements with Portfolio Manager and clients
• Responsible for collating client payment information and documentation
• Responsible for collating share transfer information and documentation
• Responsible for collating cash journal information and documentation
• Responsible for collating on boarding documents and quality check on all mandates and FICA information
• Responsible to screen all new clients against various sanction lists prior on boarding
• Responsible to collate and submit cash receipts
• Collate and submit Score and Monthly Management fee reports
• Ad hoc administrative duties
• 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
• Ensuring client portfolios are up to date with the correct information

What will make you successful in this role?

• Experience within Private Wealth industry
• High level of accuracy
• Excellent communication and interpersonal skills
• Live in Knysna or surrounding area

Qualification and experience

• Bachelor of Commerce Degree
• Candidate must reside in Knysna or surrounding area
• Registered person exam (would be an advantage 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 an advantage
• Bonds and Safex exams would be an advantage

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 usWe'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 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.Our commitment to transformationThe 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.

Sanlam