Junior Wealth Manager

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 R240 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 Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

The Junior Wealth Manager will be responsible for building and managing high-net-worth client relationships while developing expertise across wealth management, financial planning and investment solutions. The role provides exposure to client acquisition, portfolio growth and holistic wealth management within a high-performance environment.

• Develop and manage relationships with high-net-worth private clients.
• Conduct client meetings and wealth reviews.
• Identify client needs and formulate appropriate wealth management solutions.
• Provide investment, financial planning and wealth management recommendations.
• Develop a deep understanding of client financial objectives and wealth planning needs.
• Contribute to new client acquisition and business development activities.
• Build and maintain relationships with clients, professional intermediaries and referral partners.
• Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.
• Monitor financial market developments and their impact on client portfolios.
• Ensure compliance with all relevant regulatory, governance and policy requirements.
• Contribute to the growth and development of the Wealth Management business.

• Strong interest in wealth management and financial markets.
• Ability to build trusted client relationships.
• Strong client service orientation.
• Commercial mindset and business development potential.
• Ability to identify client needs and recommend appropriate wealth solutions.
• Strong communication and interpersonal skills.
• Professionalism and credibility when engaging with clients and stakeholders.

• BCom / Honours / CFA / CFP / LLB or other relevant qualification.
• CFP or CFA studies would be advantageous.
• RE5 would be advantageous.
• Up to 3 years' experience within wealth management, investments, financial planning, private banking or financial services.
• Exposure to high-net-worth client environments would be advantageous.
• Strong academic record and interest in financial markets.

• Understanding of wealth management and investment principles.
• Strong numerical and analytical capability.
• Ability to assess client needs and identify suitable solutions.
• Strong client relationship management capability.
• Business development and networking potential.
• Excellent written and verbal communication skills.

• Entrepreneurial mindset.
• Client-centric approach.
• Learning agility and intellectual curiosity.
• Strong work ethic and commitment to excellence.
• Results-oriented and accountable.
• Professional confidence and maturity.
• Highly organised and detail-oriented.
• Resilient and adaptable.
• Self-motivated and proactive.

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.

The shortlisting…