Assistant Portfolio Manager

Updated: April 26, 2024 02:50 PM GMT

Sanlam Private Wealth

Knysna

Private Wealth Management company is looking for a Knysna based Portfolio Manager Assistant.

In the role of the Portfolio Manager Assistant , your duties would include : proactively manage the requests of the Private Wealth Clients (including: intermediaries and third party managers) , manage the diary of the Portfolio Managers and ensure all client portfolios are up to date.

The ideal candidate would have private Wealth industry experience, strong communication skills and posses proficiency in MS Office and Excel.

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... More Detail