Sanlam Jobs 2022 – Junior Portfolio Manager

Website Sanlam

Job Description:

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 Investments Group

Job Responsibilities:

  • Client Interaction
  • Manage client record of advice and regulatory process
  • Investment and redemption of Collective Investments
  • Calculation of portfolio returns
  • Modeling & re-balancing portfolios
  • Preparation of review documentation
  • Portfolio Construction
  • Trading
  • Backup trader
  • Submission of offshore orders
  • Execution of local & offshore portfolio trades
  • Implementation of client portfolios

Job Requirements:

  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Personal qualities
  • Proficient in MS Office (i.e. Word, Excel etc.)
  • Knowledge And Skills
  • Accurate and detail orientated
  • Strong numerical orientation
  • Excellent listening, communication and interpersonal skills
  • Excellent numerical acumen
  • Critical and analytical capability
  • Highly organized with a high level of customer focus
  • B. Com Hon Investments
  • CFP or CFA will be an advantage

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Stellenbosch

Application Deadline: N/A

Apply Here