Job Description
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.
Responsibilities + Skills
Education
Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clientsMaintaining key client relationships
Experience
Minimum of 5 years relevant experience in the investment management industry (preferably with an established client base);
