15 Wealth manager Jobs and Work in Stellenbosch Western Cape

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?

Administrative activities

Monitoring and loading corporate action events in tax reporting systems based on announcement date and other event details
Apply South African tax principles in costing (proceeds / base cost) corporate action events for purposes of client tax reporting
Capture treatment of corporate and other events in the client CGT reporting system
Monitoring and clearing exceptions in the various tax reporting systems (primarily CGT)
Liaise with business on treatment of corporate action events in the client tax reports
Assist in preparation and review of client tax reports (income and CGT)
Address client queries on any matters pertaining to tax reporting
Detail review of the effect on the client’s portfolio of corporate events and ensuring that the corporate event reflects accurately on tax and other sub-systems
Reviewing journal entries passed in various tax reporting systems for accuracy and completeness
Review of scrip movement prices
Investigate dividend & corporate action discrepancies and resolve accordingly
Research corporate events to form an understanding, interpret accurately & make decisions accordingly

Compliance activities

Assist with Third-Party data submissions to SARS
Assist with the FATCA and CRS reporting obligations to SARS
Staying abreast of changes with respect to FATCA and CRS regulations
Assist with all Qualified Intermediary reporting to the IRS as well as relevant client reporting
Staying abreast of changes in respect of Qualified Intermediary status
Take ownership of the requirements related to W8/W9 forms completed by clients as follows:

Review and provide feedback regarding the completeness and accuracy thereof
Staying abreast of changes with respect to these forms, and communicating those changes to business in a timely manner
Assist with on-going training regarding the accuracy and completeness of the forms
Responding to queries raised by the wider business / clients
Ensure that the W8/W9 withholding tax status is updated for each client across systems
Assist with policy and operational process development and enhancement to ensure compliance management of reporting requirements.

Assist with any IRS and SARS audits
Assist as needed on tax jurisdiction research to ensure compliance with regulatory guidelines

What will make you successful in this role?

Experience within financial services, with a strong understanding of financial markets
Strong working knowledge of key legislation, particularly FAIS and JSE requirements

Qualification and experience

Tertiary qualification in Finance / Accounting / Compliance / Tax
Experience attending to Qualified Intermediary reporting to the IRS
Experience attending to FATCA / CRS reporting to SARS
Basic understanding of the private client business and the stock-broking environment advantageous
Experience within the finance / tax consulting industry advantageous
Corporate Actions knowledge and experience will be advantageous

Knowledge and skills

Previous experience within Private Wealth industry will be advantageous
Fully bilingual (English and Afrikaans)
Candidate must be highly computer literate and highly proficient in Microsoft Excel
Thorough understanding of internal control and operational processes
Knowledge on the current FATCA & CRS reporting requirements in South Africa

Personal attributes

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

Turnaround time

The 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 24 July 2026.
Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.

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 of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing independently

Collaborates - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

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.

Apply Now

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