Trade Assistant: Offshore

  • Full Time
  • Welgemoed, Western Cape, South Africa

Sanlam Group

Trade Assistant: Offshore

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Date: 17-Sep-2020


Welgemoed, Western Cape, South Africa

Sanlam Group

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 equity-backed 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, high-energy 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?
  • Preparation of investment forms & instructions
  • Load EMX trades for approval
  • Capturing of transfer instructions on ABSA Global and CMS applications for approval
  • Monitoring & clearing transactions on bank recons
  • Forward instructions to CST & ensure the execution thereof
  • Verify and update executed trades into spiPod application
  • Monitoring of updated trades against trade confirmations received
  • Investigate & Clear import exceptions
  • Monitor daily reports
  • Updating of transactions into the Portia application
  • Update applicable departmental spreadsheets
  • Reconciliations
  • Assist with month end duties (fees / invoices etc)
  • Assist with enquiries from branches
  • Assist with projects as required
Qualification and experience
  • Tertiary qualification (with Finance/ Accounts) will be advantageous
  • Matric
  • Experience within financial services industry is essential
Knowledge and skills
  • Financial Service / Stockbroking experience beneficial
  • Basic understanding of the Private Client business and the stock-broking environment
Personal qualities
  • Self-motivated, proactive, taking ownership of problems until they are resolved.
  •  Mature person with the sense of responsibility to do after hours
  • 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 of 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, Mi-way, as well as the Group Office – the group provides many 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. 

  • To be considered for the above opportunity please upload your detailed CV on or before 23 September 2020
  • Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful.
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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