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?WHAT WILL YOU DO?
• Performing and reporting on offshore bank and scrip reconciliations with custodian.
• Liaising with other offshore operations teams, the wider business and third party service providers where necessary to resolve reconciliation breaks.
• Processing entries to resolve reconciliation breaks• Responding to queries from business regarding cash and scrip reconciliations.
• Responsible for monitoring the offshore equity scrip reconciliations of custody accounts.• Responsible for monitoring reconciliations between SPW's back-office administration systems • All reconciliations and the preparation and delivery of reconciliation statistics for management reporting • Communicating reconciliation breaks and issues that may impact trading and client reporting to other operations divisions and business.
• Participate in improvement initiatives and projects in the team, business unit and companywide as required.
• Update and maintain process documentation (eg.
standard operating procedures, checklists) for reconciliation function.
• Suggest and implement process enhancements to improve efficiency.• Assist and train other team members when required.
Qualification• Tertiary qualification in Business, Finance or Economics.
Knowledge and Skills• Extensive 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 Personal Attributes • Self-motivated, proactive, taking ownership of problems until they are resolved.
• Mature person with the sense of responsibility to do after hours • 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 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 CompetenciesBeing resilient - Contributing independentlyCollaborates - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - 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 13 September 2024..• Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.
