Overview
Fulfillment Agent (JHB) Jobs in Johannesburg at Rentoza
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 R200 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?
Execution and monitoring of client trades, on behalf of portfolio managers, on the JSE and other securities markets
Execute orders for non-discretionary clients and achieving consistently good trade pricing in line with client instructions
Trading equities, unit trusts (local and offshore) and executing FX transactions
Reporting of trades to the Portfolio Managers and Clients
Overseeing trade process from execution to settlement – local and offshore
Participation in the branch’s investment process
Qualifications and experience
Bachelor’s degree or equivalent
Registered persons and traders exams an advantage
3 years industry experience in the stock-broking environment
Knowledge and skills
Previous experience within Private Wealth industry will be advantageous
Working knowledge of X-Plan / BDA / Hermes an advantage
Fluent in English
Computer literacy [MS Office]
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 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 achieving great things. We pride ourselves in helping our employees to realise their worth.
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.
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.
To be considered for the above opportunity please upload your detailed CV on or before 31 January 2025
Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful
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.
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Title: Fulfillment Agent (JHB)
Company: Rentoza
Location: Johannesburg
