Job Description: 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 [ads1] Job Responsibilities: Client Interaction Manage client record of advice and regulatory process Investment and redemption of Collective Investments Calculation of portfolio returns Modeling&re-balancing portfolios Preparation of review documentation Portfolio Construction Trading Backup trader Submission of offshore orders Execution of local&offshore portfolio trades Implementation of client portfolios Job Requirements: Ability to perform well under pressure and show maturity, confidence and resilience Personal qualities Proficient in MS Office (i.e. Word, Excel etc.) Knowledge And Skills Accurate and detail orientated Strong numerical orientation Excellent listening, communication and interpersonal skills Excellent numerical acumen Critical and analytical capability Highly organized with a high level of customer focus B. Com Hon Investments CFP or CFA will be an advantage Job Details: Company: Sanlam Vacancy Type: Full Time Job Location: Stellenbosch Application Deadline: N/A [ads2] Apply Here instantcareers.net #J-18808-Ljbffr