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?

Client Reporting + Prepare client review packs and presentation materials for meetings and updates
+ Performance calculations
Portfolio Management Support + Assist with portfolio construction, modelling, rebalancing and implementation
+ Respond to ad-hoc client requests and provide timely, accurate support
Trading + Execute local and offshore trades
+ Equities, bonds, FX and Unit Trusts
Oversee Corporate Actions Ad-hoc investment research

What will make you successful in this role?

Passion for the markets Portfolio Management Passion for financial markets Client-centric mindset with strong interpersonal skills and a commitment to delivering exceptional client experiences Structured and organised approach to work, with the ability to manage multiple priorities effectively Strong computer literacy (MS Office i.e. Excel, Power Point, Word, Outlook) Exceptional attention to detail ensuring accuracy and quality in all aspects of work Adaptability and resilience in a dynamic environment

Qualification and experience

B. Com/ B. Com Honours Trader's exam an advantage Progress toward or completion of CFA or CFP designation a strong advantage

Knowledge and skills

Previous experience within Private Wealth industry will be advantageous Working knowledge of X-Plan and BDA an advantage Computer literacy [MS Office] Excellent numerical acumen An understanding of the Private Client business and the stock-broking environment

Personal qualities

Strong numerical orientation Highly organized with a 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 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 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.

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 10 October 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.