Portfolio Manager

About the Opportunity

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. Our clients are at the core of everything we do, and we seek individuals who thrive in an entrepreneurial, high-energy environment.

Responsibilities

• Managing client investment portfolios for HNW, UHNW, and family office clients
• Portfolio construction
• Building an asset base / business development
• Maintaining client relationships
• Aligning individual client portfolios with model portfolios
• Monitoring individual portfolios and dealing with market movements and research
• Obtaining client’s instructions with regards to corporate actions, dividends etc.
• Completion of new client mandates
• Provide holistic advice across the entire value proposition of Sanlam Private Wealth including client access to Fiduciary & Tax, credit-backed lending etc.
• Be able to converse with clients through intermediaries and direct clients

About You

Knowledge of the Private Client industry, strong client relationships, wealth management background, and local/offshore trading knowledge are essential for success in this role.

Eligibility

Minimum of 5 years’ relevant experience in the investment management industry, knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction, and understanding trade-offs in risk and return. Post graduate degree (B.Sc., B.Com. or B.Bus.Sc.), relevant Regulatory exam qualification RE 5 applicable to CAT II, JSE Trading exam qualification, and understanding and knowledge of the FAIS Act. Studying towards a relevant postgraduate qualification would be advantageous (CFA, FRM).

Benefits

• Fully bilingual [fluent in Afrikaans / English reading, writing, and communication]
• The ability to set and maintain high work standards
• Results orientation / self-starter
• Good interpersonal and communication skills
• An understanding of the financial markets
• Integrity in conducting all business activities
• The ability to promote the organization & self

About Company

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We pride ourselves on helping our employees realize their worth and providing opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to transformation, embracing diversity, and employment equity. Our commitment drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

To be considered for the above opportunity please upload your detailed CV on or before 1 December 2025. Please note that if you are not contacted within 2 weeks after the closing date, your application has been unsuccessful.