Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients with over R240 billion in assets under management
Job Summary
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients with over R240 billion in assets under management.
The role involves proactively managing client queries, collating corporate actions, and ensuring accurate trade allocation and documentation.
Candidates must demonstrate excellent communication skills and the ability to perform well under pressure in a high-energy entrepreneurial environment.
Matching Summary
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients with over R240 billion in assets under management.