Overview
Portfolio Manager Assistant – Gqeberha Jobs in Port Elizabeth 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?
Office Management
Switchboard
Hostess functions when welcoming clients and attending to all clients
Manage refreshment orders for meetings, presentations and the office
Stationery and suppliers’ invoices
Liaise with courier companies
Client event coordination
Collaborate with the marketing department
Assist with administration for events
Manage all client, intermediary and third-party manager queries and process their requests
Collate:
Corporate Actions
Private Placements
Client payment information and documentation
Share transfer information and documentation
Cash journal information and documentation
Onboarding documents and quality check on all mandates and FICA information
Cash receipts and submission thereof
Collate and submit Score and Monthly Management fee reports
Monitor safe custody fees on BDA system
Follow up on debit lists
Monitor at home positions
Manage the diary for Portfolio Manager(s)
Prepare information packs for meetings
What will make you successful in this role?
Experience within Private Wealth Industry
High level of accuracy
Excellent communication and interpersonal skills
Qualification and experience
Bachelor of Commerce Degree
Registered person exam (advantageous but not mandatory)
Basic understanding of the Private Client business and the stock-broking environment
Experience within a financial services industry is essential
Experience in a stock-broking environment is essential
Bonds and Safex exams (advantageous)
Knowledge and skills
Proficient in MS Office and Excel
Working knowledge of financial systems
Working knowledge of BDA
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 21 March 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: Portfolio Manager Assistant – Gqeberha
Company: Sanlam
Location: Port Elizabeth
