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 R200 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, and Europe.
Qualification and Experience

• A 4-year commerce degree in finance or accounting
• 6-10 years relevant experience - preferably in the financial services industry
• Strong data analysis and excel modelling experience

What will you do

• Analyse Income & expenditure to identify trends and provide insights.
• Branch level reporting and engagement with Regional Heads/ Business Heads on financial performance
• Fund flows and AUM analysis and projections
• Financial and pricing modelling
• Budgeting, forecasting & scenario planning
• Support/review business cases for projects and other initiatives
• Balance Sheet reconciliations
• Ad-hoc projects and support with accounting / audit requirements
• Daily Management reporting
• Approval of invoices on JDE
• Cash management and inter-company loan account reconciliation
• Assist with monthly VAT, STT & DWT submissions

Knowledge and Skills

• Financial modelling
• Data analysis to provide insights
• Acounting knowledge

Personal Attributes

• Strong numerical orientatio
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work and 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 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 through others
Collaborates - Contributing through others
Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
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 20 June 2025.

• 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.