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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
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