Portfolio Manager Assistant – Stellenbosch Jobs

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  • Full Time
  • Stellenbosch, South Africa

Sanlam Group

Since our establishment in 1918, Sanlam has been a key player in the South African business world. We take a long-term approach to how businesses adapt to their changing environments. Today, we face evolving social, economic, political, and environmental challenges that demand our skilled response.

 

Portfolio Manager Assistant – Stellenbosch

  • Job Type Full Time
  • Qualification Bachelors
  • Experience
  • Location Western Cape
  • City Stellenbosch
  • Job Field Finance / Accounting / Audit

What will you do?

  • Handle all client, intermediary, and third-party manager queries proactively and process their requests.
  • Work with the Portfolio Manager and clients to manage corporate actions.
  • Collaborate on private placements with the Portfolio Manager and clients.
  • Gather client payment information and documentation.
  • Collect share transfer information and documentation.
  • Gather cash journal information and documentation.
  • Prepare onboarding documents and check all mandates and FICA information for quality.
  • Screen new clients against sanction lists before onboarding.
  • Prepare and submit cash receipts.
  • Send clear and accurate instructions for all admin processes to the Central Admin Hub.
  • Manage trade allocations.
  • Prepare and submit score and monthly management fee reports.
  • Handle ad hoc administrative tasks.
  • Monitor safe custody fees on the BDA system.
  • Follow up on debit lists.
  • Track At Home positions.
  • Manage the Portfolio Manager’s diary.
  • Prepare information packs for meetings.

What will make you successful in this role?

  • Experience in the Private Wealth industry.
  • High level of accuracy.
  • Excellent communication and interpersonal skills.

Qualifications and experience

  • Bachelor of Commerce Degree.
  • Registered person exam (advantage, but not required).
  • Basic understanding of private client business and stock-broking environment.
  • Experience in the financial services industry is essential.
  • Experience in a stock-broking environment is essential.
  • Bonds and Safex exams (advantage).

Knowledge and skills

  • Proficiency in MS Office.
  • Working knowledge of financial systems.
  • Working knowledge of BDA.

Personal qualities

  • Strong numerical skills.
  • Highly organized with a strong customer focus.
  • Accurate and detail-oriented.
  • Critical and analytical thinking.
  • Ability to perform well under pressure, showing maturity, confidence, and resilience.
  • Excellent listening, communication, and interpersonal skills.
  • Proactive approach to work, clients, and problem-solving.
  • Learning agility and curiosity.
  • Assertive.
  • Passionate about achieving results.

Check how your CV aligns with this job

Method of Application

Interested and qualified candidates should apply through the Sanlam careers portal.

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