3 Pro active placements Jobs and Work

Portfolio Manager Assistant
Sanlam —Bellville, Western Cape
14d
Chief Delivery Officer (CDO)
NJ PLACEMENT CONSULTING —Rosebank, Western Cape
- Full-time
Account Executive - FINPRO
Marsh —Johannesburg, Gauteng
- Full-time

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Portfolio Manager Assistant

Sanlam -
Bellville, Western Cape

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Job Details

Permanent
14 days ago

Full 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.

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

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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