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Company: Sanlam Group
Location: South Africa
Closing Date: 14 February 2025
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 R200 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?
- Deliver general administrative support to clients trading in the local JSE market and more than 20 international markets through direct market access
- Open and maintain client accounts
- Assist clients with the use of online trading platforms
- Liaise with Sanlam Private Wealth’s trading desk on behalf of clients
- Assist with management of corporate actions and proxy voting
- Resolve client queries in an effective and timely manner
- Communicate to clients regarding trading and administrative matters
- Intra-day risk management and daily reporting to the Head of Online Trading
- Quality assurance of all administration and workflow documents
- Maintain and strengthen relationships with internal departments
- Stand in for the Admin Manager from time to time
- Attend to general client queries
Qualification and experience
- Bachelor’s Degree or equivalent
- Matric with pure Mathematics / Accounting
What will make you successful in this role?
- Experience in financial markets
- Relevant market knowledge
- Ability to communicate effectively and professionally
Knowledge and skills
- Self-driven with at least 2-5 years working in administration in the financial markets
- Relevant product knowledge, including offshore and contracts for difference
- Ability to read, write, and speak an additional language will be an advantage
Personal Attrubutes
- Strong numerical orientation
- High attention to detail
- Strong communicator and team player
- Organised with a strong client focus
- Process-driven
- Accurate and detail-oriented
- 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 and innovation
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
- Relationship management and networking with stakeholders and service providers
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 14 February 2025.
- Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.
