SPW: Portfolio Manager Assistant – Tyger Valley

Job Details Overview
City: Welgemoed, Cape Town
Job Category: Financial Services
Position Type: Permanent
Division: Sanlam
Business Unit: Sanlam Investment Cluster
Education Required: Bachelors Degree

Position Details”
Sanlam Investments cluster

Sanlam Investments consists of leading investment and wealth management businesses in South Africa, Sub-Saharan Africa, Australia and Europe.

The business is diversified across a broad range of specialist investment businesses. Its areas of expertise include conventional asset management, alternative investment solutions, collective investment schemes, employee benefits, property asset management, private client investment management and stockbroking, multi-management, structured products, private equity fund management and risk management. It provides these investment services to a diverse client base that includes corporations, financial institutions, governments and government agencies.

Sanlam Private Wealth:

Sanlam Private Wealth is a cluster within Sanlam Investments and is a specialised investment house that manages assets for high net worth individuals, cultural organisations, charitable institutions and similar entities with investable assets of more than R1 million. We have the necessary capabilities and systems to provide a wide range of investment services, including domestic and offshore investment portfolios, stockbroking and allied services.

Sanlam Private Wealth has recently been recognised for the second year running as SA’s top wealth manager in Intellidex-Moneyweb’s annual survey. This prestigious award is the result of a yearly survey of South Africa’s top private banks and wealth managers. Sanlam Private Wealth is recognised for the wide range of services we offer, our growth strategy, international presence and ability to draw upon Sanlam Private Wealth’s and Sanlam’s collective expertise, thus providing our clients with a truly client focussed, bespoke wealth management service.

Our results have reinforced that Sanlam Private Wealth consistently strives to deliver client centric solutions and services for our clients.

Key Responsibilities:

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

Minimum Requirements:

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

Competencies:

  • Technical competencies:
  • Computer literacy (MS office suite)
  • Working knowledge of BDA/ MAIA

Behavioral competencies:

  • Strong numerical orientation
  • Highly organised with a high level of customer focus
  • Accurate and detail orientated
  • 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
  • Learning agility and curiosity
  • Assertive
  • Passionate ownership for results

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