Job Description

Full job descriptionWho 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.What will you do?Analyse client investment portfolio and financial record to determine credit risk of applicantProvide end to end administration for new or additional credit requestAnalysis of audited financials and/or affordability assessment documentsEnsure reconciliation of credit accounts by recording transaction in the loan management systemAssist with credit account closureAssist with processing and verifying of financial transactionsPerform Due diligence ensuring enforceability of collateral for new and historical credit extended to clientsReporting to Management on potential portfolio riskEnsuring compliance with all internal procedures and regulations (where applicable)Manage and build strong relationships with internal stakeholders and ensure seamless service is providedAssist with accelerating the promotion of the credit product to clientsAssist with the implementing and testing of the credit system and new products