Trader - Pretoria, South Africa - Sanlam

Sanlam
Sanlam
Verified Company
Pretoria, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description

Who are we?

  • 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 R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equitybacked finance offering, a global stockbroking service and derivatives trading.
  • At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion individuals who thrive in an entrepreneurial, highenergy environment.
  • Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.
    What will you do?
  • Execution and monitoring of client trades, on behalf of portfolio managers, on the JSE and other securities markets
  • Execute orders for nondiscretionary clients and achieving consistently good trade pricing in line with client instructions
  • Trading equities, unit trusts (local and offshore) and executing FX transactions
  • Reporting of trades to the Portfolio Managers and Clients
  • Overseeing trade process from execution to settlement local and offshore
  • Participation in the branch's investment process and generating client orders for discretionary accounts with regard to buy levels
  • At the request of Portfolio Managers; adhoc measurement of the internal rate of return, and/or deviation of client portfolio's against model portfolio
  • At the request of Portfolio Managers
  • Portfolio Construction
  • Modeling & rebalancing portfolios


  • Qualification and experience

  • Bachelor's degree or equivalent
  • Registered persons and traders exams an advantage
  • An understanding of the Private Client business and the stockbroking environment

Knowledge and skills

  • Previous experience within Private Wealth industry will be advantageous
  • Working knowledge of X-Plan / BDA / Hermes an advantage
  • Fully bilingual (English and Afrikaans)
  • Computer literacy [MS Office]

Personal qualities

  • Strong numerical orientation
  • Highly organized with a high level of customer focus
  • Accurate and detail orientated
  • Critical and analytical capability
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Excellent listening, communication and interpersonal skills
  • Pro-Active approach to work, clients, problem solving
  • Learning agility and curiosity
  • Assertive
  • Passionate ownership for results

Build a successful career with us

  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.
  • Through its business clusters
  • Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office the Sanlam Group provides many opportunities for growth and development.
    Turnaround time
  • To be considered for the above opportunity please upload your detailed CV on or before XXXX

Our commitment to transformation

  • The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what 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._
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