• Job Description

  Req#: 26426

  What will you do?

  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 make you successful in this role?

  • Passion for the markets
  • Client Interaction / Client Centricity
  • Portfolio Management / Research
  • Stockbroking /Trading
  • Administration

  Qualification and Experience

  • B. Com Hon or CA
  • CFP or CFA will be an advantage
  • 3 - 5 Years investment market experience and a local network
  

  Knowledge and Skills

  Company research and analysis/fixed interest/alternative investments/property

  Rank companies within industry

  Stock Value Projection and performance variances

  Recommendations and presentation of results

  Financial Modelling

  Personal Attributes

  • Pro-Active approach to work, clients, problem solving
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Strong numerical orientation
  • Highly organized with a high level of customer focus
  • Accurate and detail orientated
  • Critical and analytical capability
  • Excellent listening, communication and interpersonal skills
  • 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.

  Core Competencies

  Cultivates innovation - Contributing independently

  Customer focus - Contributing independently

  Drives results - Contributing independently

  Collaborates - Contributing independently

  Being resilient - Contributing independently

  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.

  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.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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