Wealth Manager Assistant - Johannesburg

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 R240 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 Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

Overview

The Wealth Manager Assistant will provide high-quality client service, administrative and operational support to the Wealth Management team, with specific focus on client onboarding, servicing, compliance coordination and investment administration. The role supports the delivery of an integrated wealth management experience for high-net-worth clients by ensuring accurate documentation, effective follow-through, proactive query resolution and strong collaboration with Wealth Managers, Portfolio Managers and specialist teams.

What will you do?

• Provide proactive client and intermediary support by managing queries, processing requests and ensuring timely follow-through on portfolio, tax, reporting and administrative matters.
• Support Wealth Managers and Portfolio Managers with client servicing activities, client review preparation, documentation, follow-ups and coordination with internal stakeholders.
• Coordinate the end-to-end client onboarding process for medium and high-risk accounts, including the collation, quality checking and submission of required documents.
• Complete AML, FICA and sanctions screening activities in line with regulatory, compliance and governance requirements.
• Maintain accurate client records, documentation and workflow updates to support a consistent and well-controlled client service experience.
• Coordinate corporate actions, private placements, share transfers and related client documentation with Portfolio Managers, Wealth Managers and clients.
• Update cost prices in Evolution and ensure relevant investment administration actions are completed accurately.
• Monitor safe custody fees on the BDA system and assist with related client queries or escalations.
• Manage GTR loadings and related client queries, ensuring accuracy and appropriate escalation where required.
• Assist with offshore administration and coordinate information required from clients, internal teams and external providers.
• Assist Portfolio Manager Assistants and the broader Wealth Management team with ad hoc administrative, client service and operational duties when required.
• Operate in accordance with all applicable policies, processes, compliance standards and service expectations.

What will make you successful in this role?

• Strong client service orientation and the ability to support high-net-worth clients professionally and credibly.
• Strong interest in wealth management, financial markets and the broader private client environment.
• Ability to build trusted working relationships with clients, intermediaries, Wealth Managers, Portfolio Managers and specialist teams.
• High levels of accuracy, ownership and follow-through in a regulated client service environment.
• Sound judgement when dealing with client information, compliance requirements and operational risk.
• Ability to identify client needs, coordinate appropriate support and escalate matters where specialist input is required.
• Strong communication and interpersonal skills, with the ability to manage expectations clearly and professionally.
• Commercial awareness and an understanding of how efficient administration and client service support the growth of the Wealth Management business.

Qualification and experience

• Tertiary and or commercial related qualification, preferably in finance, accounting, investments or a related field.
• A minimum of five years’ experience in the same or a similar client service, investment administration or wealth management support role.
• Experience within the financial services industry is essential.
• Experience in a private client, stockbroking, wealth management or investment administration environment would be advantageous.
• Practical exposure to client onboarding, FICA, AML, sanctions screening, client records, investment administration and regulated process requirements would be advantageous.
• Working knowledge of BDA, Evolution and/or similar investment administration systems would be advantageous.

Knowledge and skills

• Working knowledge of private client processes, procedures and service standards.
• Understanding of the stockbroking, investment administration and wealth management support environment.
• Knowledge of client onboarding, AML, FICA, sanctions screening and documentation quality control requirements.
• Working knowledge of BDA would be advantageous.
• Knowledge of Evolution and related investment administration processes would be advantageous.
• Strong computer literacy, including Microsoft Office.
• Excellent numeracy, analytical and problem-solving skills.
• Strong planning, prioritisation and stakeholder coordination skills.

Personal qualities

• Strong numerical and analytical orientation.
• Highly organised with a high level of client focus.
• Accurate and detail-oriented.
• Critical and analytical capability.
• Adaptable in a changing and fast-paced environment.
• Able to perform well under pressure and show maturity, confidence and resilience.
• Excellent listening, communication and interpersonal skills.
• Proactive approach to work, clients and problem-solving.
• Learning agility and curiosity.
• Assertive, professional and comfortable escalating matters when required.
• Strong ownership and accountability 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, Mi-way, as well as the Group Office – the Sanlam 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 14 August 2026.

Please note that if you are not contacted within two 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.