Details of the offer

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?Execution and monitoring of client trades, on behalf of portfolio managers, on the JSE and other securities marketsExecute orders for non-discretionary clients and achieving consistently good trade pricing in line with client instructionsTrading equities, unit trusts (local and offshore) and executing FX transactionsReporting of trades to the Portfolio Managers and ClientsOverseeing trade process from execution to settlement – local and offshoreParticipation in the branch's investment processQualifications And ExperienceBachelor's degree or equivalentRegistered persons and traders exams an advantage3 years industry experience in the stock-broking environmentKnowledge And SkillsPrevious experience within Private Wealth industry will be advantageousWorking knowledge of X-Plan / BDA / Hermes an advantageFluent in EnglishComputer literacy (MS Office)Personal qualitiesStrong numerical orientationHighly organized with a high level of customer focusAccurate and detail orientatedCritical and analytical capabilityAbility to perform well under pressure and show maturity, confidence and resilienceExcellent listening, communication and interpersonal skillsPro-Active approach to work, clients, problem solvingLearning agility and curiosityAssertivePassionate ownership for resultsBuild a successful career with usWe'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.Turnaround timeThe 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 31 January 2025Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessfulOur commitment to transformationThe 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.
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Nominal Salary: To be agreed

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