Portfolio Manager

Join Sanlam Private Wealth, as a Portfolio Manager. This role involves managing HNW client portfolios, business development, and leveraging networks across Sub-Saharan Africa. Ideal candidates have 5+ years in investment management, expertise in multi-asset portfolios, and a proven client focus.

 Sanlam Private Wealth in Mauritius is seeking a dynamic and experienced Portfolio Manager to join our growing team. This is a unique opportunity to advance your career in emerging markets while gaining international exposure across 64 countries.

You’ll collaborate with some of the sharpest investment professionals in the world, managing portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role places you at the cutting edge of global money flows, with the agility to act quickly in fast-paced markets.

The Ideal Candidate would have:  A minimum of 5 years of experience in private wealth client management in emerging markets and Proven expertise in managing multi-asset class portfolios.

If you’re ready to enhance your expertise in multi-asset class portfolios, portfolio construction, and cutting-edge investment research, and to position yourself as a global player in the financial industry, this is the role for you.

Take the next step in your career and join us in shaping the future of global wealth management

Please feel free to apply via the below link on our career page , if this role is of interest to you:

https://career5.successfactors.eu/sfcareer/jobreqcareerpvt?jobId=28018&company=sanlamlifeP2&st=6BA4743FFC0FFE08081395F9023613D246BD87F0

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 USD8 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, the largest financial services provider in Africa, with offices in Africa, Australia and Europe.

What will you do? 

• Managing client investment portfolios
• Portfolio construction
• Building an asset base / business development primarily for clients in Sub-Saharan Africa
• 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
• Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients
• Maintaining key client relationships
• Working with internal teams such as research analysts, compliance officers, and operations to deliver superior client service
• You will be required to undertake quarterly travel

WHAT WILL MAKE YOU SUCCESSFUL:

• Knowledge of the Private Client industry
• Thorough understanding of global financial markets and economic trends
• ‘Hunter’ mentality – hungry to grow own client base

Qualifications and experience

• Minimum of 5 years relevant experience in the investment management industry (preferably with an established client base)
• Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return
• Relevant post graduate degree and professional qualification

Knowledge and skills

• Proficient in MS Office (i.e. Word, Excel etc.)
• The ability to set and maintain high work standards
• Previous related experience, preferably within wealth management or stockbroking
• 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 and self
• Fluency in French will be an advantage