Jobsrican
Website Sanlam
Job Description:
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.
Job Responsibilities:
- Review daily transactions and BDA reports (AHDIM, PHDIM, SHDLS, CLVER)
- Supply Branch Manager and Compliance with related information (i.e. misdeal forms, futures positions etc.)
- Set performance objectives for the Administration team and monitor the implementation thereof
- Monitor performance and task completion [Quality, accuracy and deadlines]
- Manage the Debit List (monthly)
- Age analysis – daily management of this process by proactively liaising with PM & WM/ Assistants & clients if needed
- Motivate employees for a high performance team and address non-performance with courageous conversations
- Manage resource allocations to service clients
- Leadership of the team to provide operational support to clients, Portfolio and Wealth Managers aligned to the standardised client journey
- Assist Branch Manager/s with integration of processes in the branch/es. Highlight non-compliance and provide feedback to Enterprise
- Architecture Team about process improvements
Job Requirements:
- Adaptable, functions well in a changing environment
- Highly organized with a high level of client focus
- Ability to think through processes and implement
- Creative and innovative
- Knowledge and experience working on the BDA system would be a distinct advantage
- JSE Registered Traders exam will be advantageous
- An accounting/ bookkeeping background would be beneficial.
- Proficient in MS Office
- Bachelor’s degree and or industry qualification
- Knowledge of stockbroking / private client business preferable
- Ability to perform well under pressure and show maturity, confidence and resilience
- Change management capability
- Extensive knowledge of Tax and Offshore Banking / Investments
- Preferable experience in stockbroking and private client administration
- Analytical, accurate and detail-oriented
- Strong interpersonal skills with the ability to work in a cross-functional team
Job Details:
Company: Sanlam
Vacancy Type: Full Time
Job Location: Durban, KwaZulu-Natal, SA
Application Deadline: N/A
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