Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Cape Town, Western Cape, South Africa 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 R189 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? Proactively manage all client and intermediary queries Supervise payments and journals process to ensure accuracy. Branch projects owners Checking of all share transfers for accuracy Checking of all static information changes AML specialist – Responsible for end to end account opening process. Checking daily deals and release notes Branch debit list maintenance for distribution Perform trade allocations. Creation of new 3rd party manager on Xplan and Clientcare(online access) Assist with request from auditors and compliance Assist Portfolio Manager Assistants and Branch Service Manager with administrative duties What will make you successful in this role? Experience within Private Wealth Industry High level of accuracy High level of energy and strong work ethic Excellent communication and interpersonal skills Qualification and experience Tertiary and/or industry related qualification would be an advantage Matric Basic understanding of the Private Client business and the stock-broking environment preferable Experience within the financial services industry is essential Knowledge and skills Working knowledge of BDA an advantage Knowledge of private client processes and procedures Knowledge of the back office functioning an advantage 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 Passionate ownership for results Build a successful career with us We’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 achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office – the Sanlam 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 31 May 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.#J-18808-Ljbffr