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 R151 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?• Assist with all day-to-day activities related to offshore fund trading • Preparation of trade instructions to Fund distributors / Administrators and communicating with transfer agents and other related parties as required • Assist with responding to offshore fund related queries • Arranging funding for offshore fund subscriptions and transfer of proceeds from redemptions to client offshore cash accounts • Execution of internal and external offshore fund transfer instructions • Assist with resolution of fund trade errors and preparation of misdeal reporting where necessary • Monitoring settlement of fund trades and settlement of all fund transfer instructions • High-level overview of fund pricing exceptions • Assist with the compilation and checking of rebate calculations to ensure that SPW is paid in full for any rebates due (including reasonability checking etc) Qualification Tertiary qualification in Business, Finance or Economics Knowledge and Skills KNOWLEDGE AND SKILLS • Financial Service / Fund Administration experience preferred • Deep understanding of international financial markets with a particular focus on unitized instruments • Detailed understanding of the Private Client business and the stock-broking environment Knowledge and SkillsProcessing transactions and conduct simple calculationsRecord keeping, filing and maintenance of databasesScript handling and compliance monitoringPortfolio management query handling with clientsReporting and AdministrationPersonal AttributesBusiness insight - Contributing independentlyPlans and aligns - Contributing independentlyInterpersonal savvy - Contributing independentlyOptimises work processes - Contributing independentlyBuild a successful career with usWe'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 CompetenciesCollaborates - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyBeing resilient - Contributing independentlyTurnaround timeThe 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 September 2024.• Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.
