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Sanlam Private Wealth, the private client wealth management business within the Sanlam Group, has been built from a small stockbroking firm to an integrated international wealth manager offering investment management, advisory, fiduciary and tax, stockbroking, online trading, art advisory and non-transactional banking services. With over 400 people across 23...
Job description
Position Details
The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. 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.
Position Description Key Responsibilities
Minimum Requirements
Qualification:
Grade 12
Experiece:
At least one year Estate Administration experience in a similar role.
Knowledge:
Basic knowledge of financial concepts and principles
Competencies
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