Website Sanlam Group
With a legacy of over a century in the financial services industry, we offer a unique environment where innovation thrives and opportunities abound. Whether you're passionate about finance, technology, or making a difference in your community, Sanlam welcomes you to explore the endless possibilities that await, backed by our consistent recognition as a Top Employer for 9 consecutive years.
What will you do?
- Client reviews and performance
- Portfolio Implementation
- Modelling of client portfolios
- Portfolio construction and implementation
- Trading
- Execute local and offshore trades
- Equities, bonds, FX and Unit Trusts
- Oversee Corporate Actions
- Ad hoc portfolio manager and client requests
What will make you successful in this role?
- Passion for financial markets
- Commitment to delivering exceptional client service
- Proficiency in portfolio management
- Excellent administrative capabilities
- Meticulous attention to detail
Qualifications and experience
- B. Com/ B. Com Honours
- JSE Registered Securities Trader
- An understanding of the Private Client business and the stock-broking environment
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
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
