Job Description
Who are we?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? Equity, Mutual fund and FX dealing via offshore service providers Review of FX rates Overview of the admin process to ensure settlement and updating of the relevant applications BOP Reporting Ensure compliance to SARB requirements Process BDA Transactions Ensure monitoring and clearing of bank and other recons Approve payment instructions on behalf of trader assistants Report, assist and manage branch trading processes Manage all queries from branches and clients Manage monthly invoices and statements to various clients Ensure accuracy of month end statement and fee run Build sound relationships with internal and external clients General administration What will make you successful in this role? Experience within Private Wealth Industry High level of accuracy and attention to detail Excellent communication and interpersonal skills Advanced MS Office skills Qualification and experience Tertiary qualification (with Finance/ Accounts) Basic understanding of the Private Client business and the stock-broking environment Experience within a financial services industry is essential Experience in a stock-broking environment is essential Knowledge and skills Working knowledge of BDA Working knowledge of financial systems Proficient in MS Office Personal qualities 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,
Responsibilities + Skills
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
Education
confidence and resilience Excellent listening, communication and interpersonal skills Pro-Active approach to work, clients, problem solving Learning agility and curiosity Assertive Passionate ownership f
Experience
