Portfolio Manager Assistant

Overview

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions including equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

Our clients are at the core of everything we do, and we seek people with passion who thrive in an entrepreneurial, high-energy environment.

• Proactively manage all client, intermediary and third party manager queries and process their requests (e.g., portfolio queries, tax reports, fees)
• Collate Corporate Actions, Private Placements, client payment information and documentation, share transfer information, and cash journal information with Portfolio Manager and clients
• Conduct onboarding document reviews and quality checks on all mandates and FICA information
• Screen all new clients against various sanction lists prior to onboarding
• Collate and submit cash receipts; submit clear and accurate instructions on all Admin processes to Central Admin Hub
• Responsible for trade allocation and for collating and submitting Score and Monthly Management fee reports
• Ad hoc administrative duties; monitor safe custody fees on the BDA system; follow up on debit lists; monitor At Home positions
• Manage the diary for Portfolio Manager(s) and prepare information packs for meetings

• Experience with in Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

• Bachelor of Commerce Degree
• Registered person exam (advantage but not mandatory)
• Basic understanding of the Private Client business and the stock-broking environment
• Experience with in a financial services industry is essential
• Experience in a stock-broking environment is essential
• Bond and Safex exams would be an advantage

• Proficiency in MS Office
• Working knowledge of financial systems
• Working knowledge of BDA

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail oriented
• Critical and analytical capability
• Ability to perform well under pressure with maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work, clients and problem solving
• Learning agility and curiosity
• Assertive and passionate ownership for results

The shortlisting process will start after the Final date to receive applications. The time to complete this process depends on progress and the availability of managers.

To be considered for the opportunity please upload your detailed CV on or before 03 July 2026. If you are not contacted within two weeks after the closing date your application has been unsuccessful. 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.