Portfolio Manager Assistant Job Stellenbosch South Africa,Finance & Banking

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 R240 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 Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

What will you do?

Proactively manage all client, intermediary and third party manager queries and process their requests

Collate Corporate Actions with Portfolio Manager and clients

Collate Private Placements with Portfolio Manager and clients

Responsible for collating client payment information and documentation

Responsible for collating share transfer information and documentation

Responsible for collating cash journal information and documentation

Responsible for collating on boarding documents and quality check on all mandates and FICA information

Responsible to screen all new clients against various sanction lists prior on boarding

Responsible to collate and submit cash receipts

Submit clear and accurate instructions on all Admin processes to Central Admin Hub

Responsible for trade allocation

Collate and submit Score and Monthly Management fee reports

Ad hoc administrative duties

Monitor safe custody fees on BDA system

Follow up on debit lists

Monitor At Home positions

Manage the diary for Portfolio Manager(s)

Prepare Information packs for meetings

What will make you successful in this role?

Experience with in Private Wealth Industry

High level of accuracy

Excellent communication and interpersonal skills

Qualification and experience

Bachelor of Commerce Degree

Registered person exam (would be an advantage but not mandatory)

Basic understanding of the Private Client business and the stock-broking environment

Experience with in a financial services industry is essential

Experience in a stock-broking environment is essential

Bonds and Safex exams would be an advantage

Knowledge and skills

Proficiency in MS Office

Working knowledge of financial systems

Working knowledge of BDA

Personal qualities

Strong numerical orientation

Highly organised 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

Assertive

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 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 Sanlam Group provides many opportunities for growth and development.

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 2026

Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful


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