Job Description

What will you do?

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.

What will you do?

• Assist with managing mailboxes for LISPS, Client Care and Central administration
• Check documentation, open accounts and route communication to the branches as necessary
• Liaise with relevant parties to ensure timeous resolution of all queries
• Scan and create workflows on the paper-trail system
• Ad-hoc administrative duties as and when required
• Assist with general operational processes as and when required
• Capture cost prices for scrip movements

What will make you successful in this role?

• Accuracy and detailed orientated
• Fully bilingual (English and Afrikaans)

Qualification and experience

• Financial qualification diploma or degree
• Previous experience within the Financial Services, Private Wealth or LISP Industry is essential
• Experience working with BDA will be advantageous

Knowledge and Skills

• Computer Literacy (MS Word, Excel) with advanced Excel
• Fully bilingual (English and Afrikaans)
• Excellent organizational skills
• Strong interpersonal skills
• Strong numerical skills
• Strong language skills

Personal Attributes

• 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
• Ability to adhere to tight deadlines
• Results focused with a strong sense of urgency
• 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 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

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 05 January 2024.
• 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.

Sanlam