Portfolio Manager Assistant at Sanlam Group

What will you do?

• Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
• AML Specialist – Responsible for end-to-end account opening process of Medium and High Risk accounts
• Responsible for collating on boarding documents and quality check on all Medium and High Risk accounts
• Responsible to screen all new clients against various sanction lists prior to on boarding
• Collate Corporate Actions with Portfolio Managers and clients
• Collate Private Placements with Portfolio Managers and clients
• Responsible for collating share transfer information and documentation for submission
• Responsible for the update of cost prices in Evolution
• Assist PMA’s with ad hoc administrative duties
• Monitor safe custody fees on BDA system
• Responsible for GTR loadings and client queries
• Assist with Offshore administration

What will make you successful in this role?

• Experience within Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
• 5+ years’ experience in the same or similar role
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within financial services industry is essential

Knowledge and skills

• Working knowledge of BDA an advantage
• Knowledge of a private client process and procedures
• Knowledge of the back office functioning an advantage
• Strong computer literacy skills in MS Office and JSE BDA system knowledge essential
• Excellent numeracy skills

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of client focus
• Accurate and detail orientated
• Critical and analytical capability
• Adaptability to changing environment
• 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