Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions.
These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking
service and derivatives trading.
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, a leading investment and wealth management business in South Africa, Sub-Saharan Africa,
Australia and Europe
What will you do?
- First responder for queries related to transactions within the custody back-office (excl. trade
reporting etc
- Asset transfers
- Offshore Fund Transfers (in, out and inter-account)
monitoring and reporting through to fullfilment
Completion of external in and out transfer instructions, including liaising with
counterparties and monitoring settlements through to completion
- Equity, cash and Fixed Income
in US documentation status, expiration to tax status documents etc.)
- Maintenance of proprietary / house accounts in the back-office system, including all monthend activities
the finance team
What will you do? continue
- Managing the repatriation of income from offshore cash accounts (in collaboration with the
- Primary contact for offshore account closure activities, including recovery of any
- Monitoring, evaluation and capturing of custody invoices and penalty charges
- Facilitation of the Offshore Assets Under Management fee processes (including calculation,
- Monitoring relevant custody system exception reports and resolving issues as necessary
- Implementation of all corrections to clients account including (but not limited to) fees, asset
Qualification and experience
- Tertiary qualification in Business, Finance or Economics. Further qualifications in Finance would be advantageous
- Experience in the Asset Management Industry
- Extensive Financial Service / Fund Administration experience preferred
- Deep understanding of international financial markets with a particular focus on unitized
- Detailed understanding of the Private Client business and the stock-broking environment
Personal Attributes
Plans and aligns - Contributing through others
Manages complexity - Contributing through others
Financial acumen - Contributing through others
Business insight - Contributing through others
Build a successful career with us
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Being resilient - Contributing through others
Collaborates - Contributing through others
Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
- To be considered for the above opportunity please upload your detailed CV on or before 15 December 2023.
- Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.
