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?

• Process payments accurately and on schedule
• Open new accounts with various Management Companies (Mancos)
• Execute investment purchases and redemptions with multiple Mancos
• Prepare and post accounting journals
• Ensure all cash is correctly allocated from bank reconciliations
• Review, update, and approve cost prices for accuracy
• Handle journals and invoice processing for third-party managers and advisors
• Assist with adhoc requests/tasks

What will make you successful in this role?

• Experience within the Private Wealth industry
• Strong analytical and numerical skills
• High attention to detail and accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage
• Matric
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within the financial services industry an advantage

Knowledge and skills

• Computer literacy - MS Office
• Working knowledge of BDA
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of client focus
• Accurate and detail orientated
• Critical and analytical capability
• Adaptability to changing environment
• 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 of achieving great things. We pride ourselves in helping our employees to realize 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 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 1 September 2025
• Please note that if you are not contacted within 2 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.