Junior Investment Broker - Cape Town

We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, W ...

We are seeking an outstanding Senior Investment Operations Analyst to join our investment operations team. · This role supports day-to-day investment operations tasks.Manage daily cash flow allocation processing. · Manage the model portfolios on the various platforms. · ...

Morningstar Investment Management South Africa seeks an Implementation Specialist to oversee new product launches, client onboarding and transitions. · ...

Role Purpose · Attract, engage and retain profitable new business from brokers within the target market in order to increase the broker base to enhance channel profitability. · Requirements · Grade 12/NQF 4 equivalent qualification. · FSB recognized qualification listed or credit ...

Morningstar Investment Management South Africa is seeking a highly motivated Implementation Specialist to join our investment operations team. · ...

Ninety One is South Africa's largest investment manager and the only one with a global presence.The firm has 22 offices across 15 countries on five continents and manages R3.4 trillion of assets on behalf of clients (as at 30 June 2025). · Manage flow of work items · Resolve reje ...

This role will report to the Business Manager. Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic innovative and high performance business. · Promoting and marketing the company products · Bu ...

Job Summary · The Post-Trade Operations Team is responsible for performing various administrative duties relating · to local and offshore trades for Allan Gray Institutional clients. This individual will ensure that all · equity, fixed income, money market, offshore and derivativ ...

The E-Hub Consultant will work with brokers as an interface between them and Sanlam to reach business objectives in a dynamic and innovative way. · The job involves driving sales and providing support to grow the practice of brokers using electronic means such as phone email web- ...

We are looking for an experienced Broker Consultant to join our team. As a Broker Consultant you will be responsible for attracting new business from brokers within the target market and retaining profitable clients. · The ideal candidate will have excellent communication skills, ...

Attract and retain profitable new business from brokers within the target market to increase the broker base for channel profitability. · ...

The Transfer Agency Client Service team provides excellent levels of client service to all investors in a timely and accurate manner. · This is a great opportunity to apply your skills and experience in the Transfer Agency Client service team of a leading Fund Services provider. ...

This role aims to improve the flows into Cogence portfolios amongst advisors who have both a primary & secondary relationship with external platforms by positioning Cogence as the 'go to' investment option for their clients. · ...

+We are looking for a detail-oriented and driven Fund Accountant to join our high-performing finance team. · +Fund Accounting & Valuation · Perform daily NAV calculations for both segregated and pooled portfolios. · Maintain accurate daily pricing, including income and expense ac ...

+The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic innovative high performance business. · +Matric · Relevant Qualification in Financial Services e.g Wealth Management/ BComm Degree/ Mar ...

The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business. · In addition to driving sales, they also undertake all the sales support functions relating ...

This role serves to protect Sanlam clients from transferring their policies to competitors whilst marketing Sanlam's flagship products to intermediaries and existing clients. · ...

This is a high-pressure target-driven role requiring strong negotiation skills and resilience.To retain business for Sanlam Savings & Closed business (including but not exclusively Section 14 transfers out). · Liaise with Clients Brokers Broker Consultants Advisors to prevent out ...

This technical support role focuses on assisting clients over the phone within a telephonic Support Desk context and being responsible for connectivity administration. · The person must have technical knowledge, experience, and knowledge of the Advice tools (software). · Provide ...

Job Description · The Fund Operations Finance Associate will oversee tasks performed by third-party service providers, including bank reconciliations, collections from/payments to investors and brokers, taxation, commissions and rebates. · Oversight of tasks performed by third-pa ...