Portfolio Manager Assistant - Stellenbosch

Sanlam; Stellenbosch; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Sanlam Private Wealth in South Africa is seeking a detail‑oriented administrator to support private client portfolios, corporate entities and trusts. You will handle client queries, collate corporate actions and placements, and manage onboarding with FICA checks, ensuring accuracy and timeliness in a high‑energy private wealth environment.

The role requires a Commerce degree, financial services exposure and strong MS Office skills, with stock-broking experience considered an asset.

Qualifications

• Bachelor of Commerce Degree required.
• Registered person exam would be advantageous.
• Understanding of Private Client business and stock-broking environment.
• Experience in financial services industry essential.
• Stock-broking experience advantageous.
• Bonds and Safex exams would be an advantage.

Responsibilities

• Proactively manage all client, intermediary and third party queries and process their requests (portfolio queries, tax reports, fees).
• Collate Corporate Actions with Portfolio Manager and clients.
• Collate Private Placements with Portfolio Manager and clients.
• Collate and prepare onboarding documents and conduct FICA checks.
• Screen new clients against sanction lists prior to onboarding.
• Submit clear and accurate instructions on Admin processes to Central Admin Hub.
• Support trade allocation and monthly fee reporting activities.

Skills

Numerical orientation

Communication skills

Organizational skills

Problem solving

Education

Bachelor of Commerce Degree

Registered person exam (advantage)

Tools

MS Office

BDA

Job description

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 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.

What will you do?

• Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees 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 collating cash journal information and documentation
• Responsible for collating on boarding documents and quality check on all mandates and FICA information
• Responsible to screen all new clients against various sanction lists prior on boarding
• Responsible to collate and submit cash receipts
• Submit clear and accurate instructions on all Admin processes to Central Admin Hub
• Responsible for trade allocation
• Collate and submit Score and Monthly Management fee reports
• 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

What will make you successful in this role?

• Experience within Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification And Experience

• 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

Knowledge And Skills

• Proficiency in MS Office
• Working knowledge of financial systems
• Working knowledge of BDA

Personal qualities

• Strong numerical orientation
• Highly organized 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

Build a successful career with us

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.

Our commitment to transformation

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.