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?

Data Analysis

Collect, clean, and preprocess raw data from various sources Ensure data accuracy, completeness, and integrity Identify trends, patterns, and insights to support business objectives Conduct exploratory data analysis and investigations to discover hidden patterns Creating and updating process documentation for new and existing processes Design and mapping of new processes Identify opportunities for process improvement, contribute to data governance initiatives and ensure compliance with data policies Establish and maintain data quality standards Contribute to data governance initiatives and ensure compliance with data policies Requirements gathering for new or existing projects

Static Data Maintenance

Updating client records for new information and/or changes in circumstances Assist with extracting / reporting on client static data and periodic reviews of static account data Engaging with internal stakeholders on queries related to client and account static data

Instrument Maintenance

Assist with creating offshore instruments on internal back office systems Monitor pricing of offshore instruments, including resolving pricing exceptions Respond to queries and investigations related to instruments and pricing Collect, clean and reprocess raw data from various sources and ensure data accuracy, completeness and integrity Collaborate with the data function, IT teams and other relevant stakeholders in conducting testing and implementing requirements for projects Qualifcation and experience
Tertiary qualification in Business, Finance or Economics 3-5 years experience in financial services industry Knowledge and skills
Extensive financial services / stockbroking experience required, especially of the private client business environment Deep understanding of international financial markets and market data in terms of instruments, pricing and corporate actions Knowledge of KYC and AML legislation and regulations applicable to onboarding new clients Personal qualities
Strong numerical orientation Highly organized and customer-focused Accurate and detail orientated Self-motivated, proactive, taking ownership of problems until they are resolved Critical and analytical capability Ability to perform well under pressure and show maturity, confidence and resilience Listening, communication and interpersonal skills Learning agility and curiosity Assertive

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 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 14 November 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.