What will you do?

• Managing client investment portfolios
• Portfolio construction 
• Building an asset base / business development primarily for clients in Sub-Saharan Africa
• Maintaining client relationships
• Aligning individual client portfolios with model portfolios
• Monitoring individual portfolios and dealing with market movements and research
• Obtaining client’s instructions with regards to corporate actions, dividends etc
• Completion of new client mandates
• Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients 
• Maintaining key client relationships
• Working with internal teams such as research analysts, compliance officers, and operations to deliver superior client service
• You will be required to undertake quarterly travel

Knowledge and Skills

• Proficient in MS Office (i.e. Word, Excel etc.)
• The ability to set and maintain high work standards 
• Previous related experience, preferably within wealth management or stockbroking 
• Results orientation / self-starter
• Good interpersonal and communication skills 
• An understanding of the financial markets
• Integrity in conducting all business activities
• The ability to promote the organization and self
• Fluency in French will be an advantage

Qualification

• Minimum of 5 years relevant experience in the investment management industry preferably with an established client base)
• Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return
• Relevant post graduate degree and professional qualification 

What will make you successful in this role?

• Knowledge of the Private Client industry
• Thorough understanding of global financial markets and economic trends 
• ‘Hunter’ mentality – hungry to grow own client base