Sanlam Group
What will you do?
Share responsibility for achieving flow and income targets, as well as meeting budgeted net profit before tax
Coordinate Portfolio Manager (PM) calendar, including scheduling client meetings and reviews
Drive the client review cycle by preparing reports, tracking progress, and ensuring timely client engagements
Collate onboarding documentation, perform quality checks on Medium and High Risk accounts, and manage the end-to-end account opening process
Assist PMs in preparing tailored client proposals
Conduct weekly check-ins with PMs to review work progress and outstanding items, enabling two-way reporting
Monitor and manage debit balances in collaboration with PMs
Review weekly cash reports and alert PMs to large cash balances for implementation
Collate Corporate Actions with Portfolio Managers and clients
Execute client instructions including redemptions, Section 14/37/42 transfers, ad hoc transactions, and switches for both local and offshore investments
Maintain accurate cost price data in Evolution
Verify and execute all local and offshore trades
Execution of all FX Expat and Repat offshore orders
Allocate all local trades accurately
Implement and monitor bond trades
Track orders and ensure corrections are made prior to settlement
Provide backup support for colleagues during leave periods
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
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 private client processes and procedures
Knowledge of the back office functioning an advantage
Strong digital literacy skills
Excellent numeracy skills
Personal qualities
Strong verbal and written communication skills with the ability to liaise with clients, financial service providers and institutions
Good telephonic manner
A highly organised and efficient with the ability to multitask, work well under pressure and deadline driven
Systems oriented with high attention to detail and the ability to follow policies and procedures
A proactive, service-oriented individual who uses their initiative to ensure excellent service and that quality is always of a high standard
Ability to analyse and understand the industry’s professional terminology
A highly honest and ethical individual who is confidential and discreet
Comfortable with a corporate culture and able to conduct oneself professionally
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