Overview
Investment Operations Assistant – Claremont Jobs in Cape Town at Sanlam
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?
Client reviews and performance
Portfolio Implementation
Modelling of client portfolios
Portfolio construction and implementation
Trading
Execute local and offshore trades
Equities, bonds, FX and Unit Trusts
Oversee Corporate Actions
Ad hoc portfolio manager and client requests
What will make you successful in this role?
Passion for financial markets
Commitment to delivering exceptional client service
Proficiency in portfolio management
Excellent administrative capabilities
Meticulous attention to detail
Qualifications and experience
B. Com/ B. Com Honours
JSE Registered Securities Trader
An understanding of the Private Client business and the stock-broking environment
Knowledge and skills
Previous experience within Private Wealth industry will be advantageous
Working knowledge of X-Plan and BDA an advantage
Computer literacy [MS Office]
Excellent numerical acumen
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 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.
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 18 April 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.
Title: Investment Operations Assistant – Claremont
Company: Sanlam
Location: Cape Town
