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Senior Wealth Manager/Managing Director (Guernsey)Date: 24 May 2024
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 you do?The efficient and effective operations of the business.Ensuring adherence to all applicable regulatory requirements; andManaging annual operating expenditure of the business according to the annual budget. Acting as an executive director of the business, including the preparation for and attendance of quarterly board meetings.Wealth Management: Building an asset base / business development. 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.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 relationships; andYou will be required to undertake quarterly travel.Qualification and experienceMinimum of 10 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; andPrior experience in establishing an early-stage business in the financial services sector an advantage.
Sound business acumen Networking and relationship builder Strong numerical orientation Highly organized with a high level of customer focus Accurate and detail orientated Excellent listening, communication and interpersonal skills Ability to motivate and build a team 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.
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 17 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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