Who are we?
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?
Offshore client on-boarding Manage workflow in Papertrail application Confirm completeness of client agreement Ensure that the account is compliant to UK Anti-Money Laundering regulations and process requirements Ensure client risk rating is accurate and that enhanced due diligence has been performed where required Open client & relevant portfolio’s in the Portia application Open client investment accounts at relevant investment parties Link client external reference numbers in the Portia application Ensuring maintenance of client static data Monitor static data exception reports Monitor Portia import rejections Assist with client & branch enquiries Adhere to service level agreements Monthly reporting on volumes, approved and disapproved levels
Offshore Vendor or Broker accounts Opening of new accounts with third party vendors Maintenance of required on-boarding company documentation Maintenance of required FICA for authorised parties Completion of required application, FATCA & AML documentation
Assist the team with ad hoc administrative tasks Daily pricing of manual instruments Monitoring of prices received Preparations of daily report packs Update of transactions
Qualification and experience
Tertiary qualification (with Finance / Accounts)
Basic understanding of the Private Client business and the stock-broking environment
Experience within a financial services industry is essential
Experience in offshore unit trust subscriptions, redemptions and switches an advantage
Knowledge and skills
Knowledge of FICA & AML requirements
Excellent communication and interpersonal skills
High level of accuracy and attention to detail
Advanced MS Office suite skills
Strong numerical orientation
Highly organized with a high level of customer focus
Accurate and detail orientated
Critical and analytical capability
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
Passionate ownership for results
Build a successful career with us
We’re 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 business clusters Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Mi-way, as well as the Group Office the group provides many opportunities for growth and development.
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 23 September 2020
Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful.
Our commitment to transformation
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.