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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 USD8 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 Australia, Europe and Sub-Saharan Africa.
What will you do? Building an asset base / business development primarily for clients in Sub-Saharan Africa Maintaining client relationships Aligning individual client portfolios with model portfolios Monitoring individual portfolios and dealing with market movements and research Obtaining client's instructions with regards to corporate actions, dividends etc. Completion of new client mandates Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients Maintaining key client relationships You will be required to undertake quarterly travel What will make you successful in this role? Knowledge of the Private Client industry Offshore trading knowledge 'Hunter' mentality – hungry to grow own client base Qualification and experience Minimum of 5 years relevant experience in the investment management industry (preferably with an established client base); Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return; Relevant post graduate degree and professional qualification Knowledge and skills Proficient in MS Office (i.e. Word, Excel etc.) The ability to set and maintain high work standards Previous related experience, preferably within wealth management or stockbroking Results orientation / self-starter Good interpersonal and communication skills An understanding of the financial markets Integrity in conducting all business activities The ability to promote the organization and self Fluency in French will be an advantage 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 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 13 June 2024 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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