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>What will you do?</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Collate Corporate Actions with Portfolio Manager and clients</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Collate Private Placements with Portfolio Manager and clients</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Responsible for collating client payment information and documentation</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Responsible for collating share transfer information and documentation</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Responsible for collating cash journal information and documentation</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Responsible for collating on boarding documents and quality check on all mandates and FICA information</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Responsible to screen all new clients against various sanction lists prior on boarding</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Responsible to collate and submit cash receipts</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Responsible for trade allocation</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Collate and submit Score and Monthly Management fee reports</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ad hoc administrative duties</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Monitor safe custody fees on BDA system</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Follow up on debit lists</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Monitor At Home positions</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Manage the diary for Portfolio Manager(s)</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Prepare Information packs for meetings</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">Experience within Private Wealth Industry</span></li> <li><span style="font-family:arial, helvetica, sans-serif">High level of accuracy</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent communication and interpersonal skills</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">Bachelor of Commerce Degree</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Registered person exam (would be an advantage but not mandatory)</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Basic understanding of the Private Client business and the stock-broking environment</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Experience within a financial services industry is essential</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Experience in a stock-broking environment is essential</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Bonds and Safex exams would be an advantage</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">Proficiency in MS Office</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Working knowledge of financial systems</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Working knowledge of BDA</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 numerical orientation</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Highly organized with a high level of customer focus</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Accurate and detail orientated</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Critical and analytical capability</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ability to perform well under pressure and show maturity, confidence and resilience</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent listening, communication and interpersonal skills</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Pro-active approach to work, clients, problem solving</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Learning agility and curiosity</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Assertive</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Passionate ownership for results</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>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 achieving great things. We pride ourselves in helping our employees to realise 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 Sanlam 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><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><span style="font-family:arial, helvetica, sans-serif">Please note that if you are not contacted within two 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>