Junior Portfolio Manager

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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.

• Preparation of review documentation
• Calculation of portfolio returns
• Trading
  • Implementation of client portfolios
  • Execution of local & offshore portfolio trades
  • Investment and redemption of Collective Investments
  • Submission of offshore orders
• Backup trader
• Client Interaction

• Passion for the markets
• Stockbroking /Trading
• Administration

• B. Com Hon or CA
• CFP or CFA will be an advantage
• 3 - 5 Years investment market experience and a local network

• Proficient in MS Office (i.e. Word, Excel etc.)
• Excellent numerical acumen
• Pro-Active approach to work, clients, problem solving
• Ability to perform well under pressure and show maturity, confidence and resilience
• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Excellent listening, communication and interpersonal skills
• Learning agility and curiosity
• Passionate ownership for results

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 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.

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.