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 R200 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 make you successful in this role?
- 1st line business support helpdesk for systems like XPLAN via 4Me (Business processes and tools)
- Responsible for providing trading support, by monitoring trade execution, troubleshooting technical issues and ensuring timeous communication to branches on queries raised or picked up by the team.
- System navigation and user support
- Investigate, analyse, resolve and advise on support issues in XPLAN support environment (not limited to but main focus)
- Building relationships with end users to continuously look at how we can improve their daily challenges
- Regression testing of UAT and production upgrades
- Conduct system monitoring & morning checks and mapping of accounts
- Proactive monitoring of daily recons to ensure client portfolios are always balanced
- Liaise with vendors to ensure timeous problem resolution
- Work with project teams to investigate complex issues, identify and implement solutions
- Work in partnership with other departments ensuring correct allocation of issues raised by the business
- Maintain appropriate levels of procedural documentation
- Adhere to appropriate departmental procedures and practices (such as auditing requirements, control procedures and incident management procedures)
- Communicate with end users and building relationships
- Data analysis: identify trends and recommend possible solutions
- Tertiary qualification or a relevant qualification
- XPLAN application experience advantageous
- Problem solving exposure at business level
- Commitment to performing routine as well as investigation/analysis work tasks
- Ability to solve complex problems
- Understand and develop the business support team competency
- Financial Service / Stockbroking experience beneficial
- Excellent communication skills [English / Afrikaans] both written and verbal
- Strong numerical orientation
- Critical and analytical capability
- Self-motivated, proactive, taking ownership of problems until they are resolved
- Mature person with the sense of responsibility to do after hours
- Highly organized with a high level of customer focus
- Excellent time management
- Accurate and detail orientated
- 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
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 five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
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 10 February 2025
- Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.
The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
