Portfolio Manager - Mauritius

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 USD8 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 Australia, Europe and Sub-Saharan Africa.

QUALIFICATION AND EXPERIENCE

• Minimum of 5 years relevant experience in the investment management industry (preferably with an established client base);
• Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return;
• Relevant post graduate degree and professional qualification

KNOWLEDGE AND SKILLS

• Proficient in MS Office (i.e. Word, Excel etc.)
• The ability to set and maintain high work standards
• Previous related experience, preferably within wealth management or stockbroking
• Results orientation / self-starter
• Good interpersonal and communication skills
• An understanding of the financial markets
• Integrity in conducting all business activities
• The ability to promote the organization and self
• Fluency in French will be an advantage

WHAT WILL YOU DO?

• Managing client investment portfolios
• Portfolio construction
• Building an asset base / business development primarily for clients in Sub-Saharan Africa
• Maintaining client relationships
• Aligning individual client portfolios with model portfolios
• Monitoring individual portfolios and dealing with market movements and research
• Obtaining client’s instructions with regards to corporate actions, dividends etc.
• Completion of new client mandates
• Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients
• Maintaining key client relationships
• You will be required to undertake quarterly travel

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

• Knowledge of the Private Client industry
• Offshore trading knowledge
• ‘Hunter’ mentality – hungry to grow own client base