Private Wealth Portfolio Admin & Client Ops

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

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.