Junior Portfolio Manager - Tygervalley

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?

As part of the investment team, you will work closely with the Portfolio Manager to support the management of private client portfolios. Your responsibilities will include, but are not limited to:

• Client Reporting
• Portfolio Management Support
• Trade execution and Implementation
• Prepare client review packs and presentation materials for meetings and updates
• Compile monthly market update packs
• Assist with portfolio construction, modelling, rebalancing and implementation
• Performance calculations
• Attend client meetings and internal investment discussions to stay aligned with strategy and client needs
• Respond to ad-hoc client requests and provide timely, accurate support
• Execute local and offshore trades across various asset classes, including equities, bonds and alternatives
• Facilitate investments and redemptions in collective investment schemes
• Implement client portfolio changes in line with investment decisions

What Will Make You Successful In This Role?

• Passion for financial markets and a solid foundation in general investment principles
• Client-centric mindset with strong interpersonal skills and a commitment to delivering exceptional client experiences
• Structured and organised approach to work, with the ability to manage multiple priorities effectively
• Strong computer literacy (MS Office i.e. Excel, Power Point, Word, Outlook)
• Exceptional attention to detail ensuring accuracy and quality in all aspects of work
• Adaptability and resilience in a dynamic environment

Qualification And Experience

• B. Com Investment Management or B. Com Hons

Knowledge And Skills

• Computer literacy [MS Office]
• General investment knowledge

Personal Qualities

• Fully bilingual (Afrikaans and English)
• 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
• 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 October 2025.
• Please note that if you are not contacted within two 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.