
Website Sanlam
Job Responsibilities:
- Reporting of trades to the Portfolio Managers and Clients
- Execution and monitoring of client trades, on behalf of portfolio managers, on the JSE and other securities markets
- Trading equities, unit trusts (local and offshore) and executing FX transactions
- At the request of Portfolio Managers; ad-hoc measurement of the internal rate of return, and/or deviation of client portfolio’s against model portfolio
- Overseeing trade process from execution to settlement – local and offshore
- Execute orders for non-discretionary clients and achieving consistently good trade pricing in line with client instructions
- Participation in the branch’s investment process and generating client orders for discretionary accounts with regard to buy levels
Job Requirements:
- Passionate ownership for results
- Fully bilingual (English and Afrikaans)
- Pro-Active approach to work, clients, problem solving
- Ability to perform well under pressure and show maturity, confidence and resilience
- Highly organized with a high level of customer focus
- Computer literacy [MS Office]
- Strong numerical orientation
- An understanding of Stock-broking and trading environment
- Excellent listening, communication and interpersonal skills
- Working knowledge of X-Plan / BDA / Hermes an advantage
Qualification & Experience:
- Previous experience within Private Wealth industry will be advantageous
- Bachelor’s degree or equivalent
- Registered persons and traders exams required
Job Details:
Company: Sanlam
Vacancy Type: Full Time
Job Location: Stellenbosch, Western Cape, South Africa
Application Deadline: N/A
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