Sanlam South Africa Jobs- Portfolio Manager Assistant Job Vacancy

Job Title: Portfolio Manager Assistant
City: Claremont
Division: Sanlam
Job Category: Human Resources
Business Unit: Sanlam Investment Cluster
Position Type: Permanent
Education Required: Matric / Grade 12


SPI is a specialised investment house that manages assets for affluent private individuals, cultural organisations, charitable institutions and similar entities with investable assets of more than R1 million. They have the necessary capabilities and systems to provide a wide range of investment services, including domestic and offshore investment portfolios, stockbroking and allied services.

Key Responsibilities

Trading

Implement and monitoring of client trades on the JSE and other securities markets
Buying and selling shares for Private Clients and select Boutique institutions
Reporting of trades and provision of regular feedback to Clients and Portfolio Managers.
Relationship Developments and management with dealer Network

General administration and support to the Portfolio Mangers and Office admin team

Proactively manage and resolve all client and broker queries .
Opening of accounts and Client payments
Collate Corporate Actions with Portfolio Manager and Client
Collate Private Placements with Portfolio Manager and Client
Follow up on debit lists
Monitor At Home positions
Process offshore instructions and complete the order tickets and follow up and feedback to clients
Responsible for quality check on all mandates and FICA information

Minimum Requirements

Matric (essentially with Maths/ Accounting an advantage)
Tertiary qualification would be an advantage (with Finance/ Accounts)
JSE traders exam essential
Registered person exam (would be an advantage but not mandatory)
Basic understanding of the Private Client business and the stock-broking environment
Experience within a financial services industry is essential
Experience in a stock-broking environment is essential
Bonds and Safex exams would be an advantage

Competencies

Technical Competencies
Computer literacy (MS word, Power Point, Excel)
Working knowledge of BDA/ MAIA
Working knowledge of the Hermes system
Knowledge of a private client process and procedures
Knowledge of the back office

Behavioral Competencies
Excellent communication skills (English and Afrikaans)
High client orientation
Ability to deal with conflict
Planning and organizing skills
Accuracy and attention to detail
Ability to work under pressure
Excellent team orientation

Deadline: 04/05/2012

Apply to:

http://www.sanlam.co.za/wps/wcm/connect/sanlam_en/Sanlam/Careers/Current+Vacancies/