About this role
<div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Who are we?</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif">With assets under management and administration of more than R240 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.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif">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.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif">Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Purpose of this role</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">To manage and oversee the accounting and tax compliance functions housed within Fiduciary and Tax. </span></li> <li><span style="font-family:arial, helvetica, sans-serif">To attend to complex accounting issues.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To hold office as trustee on complex trusts.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To hold office as executor and oversee the completion of estates.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To liaise with high net-worth clients.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To manage and oversee management accounts and budgets relating to the compliance function.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To provide support to the Head of Fiduciary and Tax.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To contribute to publications and marketing.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To promote the Fiduciary and Tax business offering.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To manage a team and operation functionality of the Fiduciary and Tax Department</span></li> <li><span style="font-family:arial, helvetica, sans-serif">To have a thorough understanding of risk and risk framework within the environment from a business and client perspective.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">This role will oversee the Fiduciary Compliance team and Fiduciary Assistants within the Fiduciary and Tax Department</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will you do?</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Take full responsibility for the day-to-day management of the compliance function, ensuring timeous and accurate completion of duties of the team. </span></li> <li><span style="font-family:arial, helvetica, sans-serif">Set and maintain high standards of behavior and industry compliance.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Implement checks and controls to ensure a high standard of work.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ensure that staff perform optimally while adhering to the values and policies of the business.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Travel from time to time.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will make you successful in this role?</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Ability to implement controls to maintain high standards and mitigate risks.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strong numeracy and budget management skills.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strong interpersonal skills to motivate and develop a diverse team.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent verbal and written communication skills.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Computer literacy.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strong organisational skills to meet deadlines.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Provide support to the Head of Fiduciary and Tax.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Qualifications and Experience</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Chartered Accountant (CA) SA qualification is essential.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">At least 10 years’ proven previous experience in a private wealth or trust company environment, working with high net worth matters.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Extensive and current knowledge of investments, accounting and tax relating to trusts, companies, CC’s and estates.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Robust knowledge of trusteeships and executorships.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strong numeracy is essential.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Previous experience managing budgets.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strong leadership and interpersonal skills with the ability to motivate and develop a diverse team.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Organisational skills to meet deadlines.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent verbal and written communication skills.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Computer literacy.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Knowledge and Skills</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Advanced understanding of fiduciary duties, estate planning, and tax legislation within wealth management.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strong grasp of financial reporting standards and compliance frameworks.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Proficiency in accounting software and financial modeling.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Risk management and internal control systems.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strategic planning and operational oversight.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Client relationship management, especially with high-net-worth individuals.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Budgeting and financial forecasting.</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Legal and regulatory knowledge relevant to trusts and estates.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Personal Qualities</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Strong integrity</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ability to lead</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent analytical thinking</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strong attention to detail</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ability to manage pressure</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent communication skills, both verbal and written</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Strong sense of accountability</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ability to collaborate</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Our aim is to help you build a successful career with us</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">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 realize their worth. </span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif">Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Mi-way, as well as the Group Office – the group provides many opportunities for growth and development.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Turnaround time</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">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</span><br><br></p> <ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">To be considered for the above opportunity please upload your detailed CV on or before 03 July 2026.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Our commitment to transformation</b></H2> </div><div><p><em><span style="font-family:arial, helvetica, sans-serif">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.</span></em></p></div></div></div>