Junior Portfolio Manager

at  Sanlam

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 R151 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.

QUALIFICATION AND EXPERIENCE

• B. Com Hon / CA
• CFP or CFA will be an advantage
• 3 Years investment market experience and a local network

KNOWLEDGE AND SKILLS

• Proficient in MS Office (i.e. Word, Excel etc.)
• Working knowledge of X-Plan / BDA / Hermes an advantage
• Excellent numerical acumen

WHAT WILL YOU DO?

• Portfolio Construction
• Modeling & re-balancing portfolios
• Preparation of review documentation and proposals
• Calculation of portfolio returns
• Trading
• Implementation of client portfolios
• Execution of local & offshore portfolio trades
• Investment and redemption of Collective Investments
• Submission of offshore orders
• Backup trader
• Client Interaction

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

• Passion for the markets
• Client Interaction / Client Centricity
• Portfolio Management / Research
• Stockbroking /Trading
• Administration