Sanlam Vacancies in La Lucia – Portfolio Manager Assistant

Website Sanlam

Job Description:

With assets under management and administration of more than R151 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.

Job Responsibilities:

  • Responsible for quality check on all mandates and FICA information
  • Follow up on debit lists
  • Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
  • Monitor safe custody fees on BDA system
  • Collate Private Placements with Portfolio Manager and clients
  • Manage the diary for Portfolio Manager(s)
  • Ad hoc administrative duties
  • Collate Corporate Actions with Portfolio Manager and clients
  • Monitor At Home positions
  • Responsible for collating client payment information and documentation
  • Responsible for collating share transfer information and documentation

Job Requirements:

  • Good mathematical and analytic skills
  • Proficient in MS Office (strong EXCEL knowledge i.e. Pivot Tables etc.)
  • Strong communication skills both verbal and written
  • Working knowledge of financial systems
  • Highly organized with a high level of customer focus
  • Critical and analytical capability
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Working knowledge of BDA
  • Accurate and detail orientated

Qualification & Experience:

  • Bachelor of Commerce Degree
  • Excellent communication and interpersonal skills
  • Basic understanding of the Private Client business and the stock-broking environment
  • Registered person exam (would be an advantage but not mandatory)
  • Experience within Private Wealth Industry
  • Experience within a financial services industry is essential
  • High level of accuracy

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: La Lucia, KwaZulu Natal, SA

Application Deadline: N/A

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