Investment Operations Assistant – Claremont needed at Sanlam Group

What will you do?

• Client reviews and performance
• Portfolio Implementation
• Modelling of client portfolios
• Portfolio construction and implementation
• Trading
• Execute local and offshore trades
• Equities, bonds, FX and Unit Trusts
• Oversee Corporate Actions
• Ad hoc portfolio manager and client requests

What will make you successful in this role?

• Passion for financial markets
• Commitment to delivering exceptional client service
• Proficiency in portfolio management
• Excellent administrative capabilities
• Meticulous attention to detail

Qualifications and experience

• B. Com/ B. Com Honours
• JSE Registered Securities Trader
• An understanding of the Private Client business and the stock-broking environment

Knowledge and skills

• Previous experience within Private Wealth industry will be advantageous
• Working knowledge of X-Plan and BDA an advantage
• Computer literacy [MS Office]
• Excellent numerical acumen

Personal qualities

• 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
• Assertive
• Passionate ownership for results