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?

MANCO ROLE

• Contribute to the formulation of company strategy.
• Take ownership of company values and objectives at regional office level.
• Implement business strategic initiatives within the offices in your region.
• Contribute to the success and profitability of Sanlam Private Wealth.
• Represent Sanlam Private Wealth as and when required.

MANAGEMENT ROLE

• Take full responsibility for profit, budget and inflow targets.
• Drive the company culture and goals.
• Manage the investment process within the regional office:

• Ensure compliance with respect to the model investment portfolios.
• Ensure employees who trade adhere to the rules of the company and the JSE.
• Assume responsibility for the regional office profit and loss including revenue and expense management .
• Manage the day-to-day running and administration of the regional offices:

• Determine and manage relationships with the Branch Service Managers and jointly with the COO.
• Perform the review and approval function in a number of administrative and internal control processes.
• Assume responsibility for the regional office distribution strategy:

• Source new clients for regional offices.
• Agree and manage working relationships with the various Sanlam and other distribution channels.
• Assist portfolio managers with servicing their existing clients.
• Manage and integrate portfolio management, wealth management and fiduciary and tax services within the regional offices.
• Manage and recruit employees.

What will make you successful in this role?

• Client focus
• Excellent leadership skills
• Results driven
• Innovative
• Collaborative

Qualification and experience

• Proven leadership skills.
• Excellent understanding of the stockbroking, investment and wealth management industry.
• Eight years' experience in the industry.
• Tertiary qualification with CFA/CA/LLB an advantage.
• Regulatory examination for a Key Individual RE 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.
• Established networks.

Personal qualities

• Strong numerical orientation.
• Highly organised 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 and 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.

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.

Sanlam