Investment Operations Assistant – Claremont Jobs

0
0
0

  • Full Time
  • Cape Town, South Africa

Sanlam Group

Investment Operations Assistant – Claremont

Company Overview

Sanlam has been a key player in South Africa’s financial sector since 1918. We focus on long-term solutions for evolving social, economic, and environmental challenges in the investment landscape.

Position Details

Job Type: Full Time
Qualification: Bachelor’s Degree
Experience: Not Specified
Location: Cape Town, Western Cape
Field: Finance/Accounting/Audit

Never pay any fees for recruitment processes. Report suspicious requests immediately.

Key Responsibilities

  • Manage client portfolio reviews and performance analysis
  • Execute local/offshore trades (equities, bonds, FX, unit trusts)
  • Handle corporate actions and portfolio implementation
  • Address portfolio manager and client requests
  • Maintain accurate investment records

Requirements

Essential Qualifications:

  • B.Com/B.Com Honours degree
  • JSE Registered Securities Trader certification

Preferred Skills:

  • Experience with X-Plan and BDA systems
  • Proficiency in MS Office
  • Numerical analysis capabilities

Personal Attributes

  • Detail-oriented with strong organizational skills
  • Excellent communication and client service mindset
  • Ability to work under pressure
  • Proactive problem-solving approach
  • Continuous learning attitude

Application Process

Qualified candidates should apply through the Sanlam Group careers portal.

Free CV building resources available for job seekers.

Apply Now CV Builder

Was this helpful?

0 / 0