Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities
Job Summary
Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.
Provide tax and fiduciary advisory services to clients, including advice with regards to Wills dealing with local and offshore assets, local and offshore trusts, company structures, philanthropy and the tax and any exchange control consequences relating to all aspects of the services mentioned.
We pride ourselves in helping our employees to realize their worth.
Matching Summary
Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.
Skills & Requirements
Must-have
Trusts, wills and estates
Income tax for individuals, trusts and estates
Wealth and estate planning
Draft Wills, Deeds of Trust
Act as nominee trustee and executor
Nice-to-have
Entrepreneurial, high-energy environment
Passion for client relationships
Marketing ability
Living company values
Learning agility and curiosity
Key Requirements
Tertiary commercial or legal qualification
Post graduate qualification in taxation, estate planning or legally related field