Portfolio Analyst

sanlamcloud.co.za

Cape Town, Western Cape, ZA
**
Client interaction
Portfolio management
Strong administration
** Sanlam Private Wealth is seeking a Portfolio Analyst in Cape Town to craft and manage investment portfolios for high-net-worth clients. The ideal candidate should have a passion for markets, strong numerical skills, and relevant experience in the private wealth industry. **

Job Summary

  • Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
  • The role involves client reviews, performance analysis, portfolio implementation, modelling, construction, and trading of various asset classes.
  • We are committed to building strong, lasting relationships with our employees and provide many opportunities for growth and development.

Matching Summary

Match Score: 75

** Sanlam Private Wealth is seeking a Portfolio Analyst in Cape Town to craft and manage investment portfolios for high-net-worth clients. The ideal candidate should have a passion for markets, strong numerical skills, and relevant experience in the private wealth industry. **

Skills & Requirements

Must-have

  • Client Interaction
  • Portfolio Management
  • Strong administration
  • Attention to detail
  • Trading Equities, bonds, FX, Unit Trusts
  • Oversee Corporate Actions

Nice-to-have

  • Passion for the markets
  • Client Centricity
  • Entrepreneurial, high-energy environment
  • Digital literacy
  • Excellent numerical acumen
  • Highly organized
  • Customer focus
  • Maturity, confidence, resilience
  • Excellent listening, communication, interpersonal skills
  • Pro-Active approach
  • Learning agility and curiosity
  • Assertive
  • Passionate ownership for results

Key Requirements

  • B. Com/ B. Com Honours
  • Trader’s exam
  • Understanding of Private Client business
  • Knowledge of stock-broking environment
  • Previous experience within Private Wealth industry
  • Working knowledge of X-Plan and BDA

Work Rights

Not specified

Tailored Resume

Cover Letter