Manager : Fiduciary Compliance

Overview

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.

Purpose of this role

• To manage and oversee the accounting and tax compliance functions housed within Fiduciary and Tax.
• To attend to complex accounting issues.
• To hold office as trustee on complex trusts.
• To hold office as executor and oversee the completion of estates.
• To liaise with high net-worth clients.
• To manage and oversee management accounts and budgets relating to the compliance function.
• To provide support to the Head of Fiduciary and Tax.
• To contribute to publications and marketing.
• To promote the Fiduciary and Tax business offering.
• To manage a team and operation functionality of the Fiduciary and Tax Department
• To have a thorough understanding of risk and risk framework within the environment from a business and client perspective.
• This role will oversee the Fiduciary Compliance team and Fiduciary Assistants within the Fiduciary and Tax Department

What will you do?

What will make you successful in this role?

Qualification and Experience

Knowledge and Skills

Personal Qualities

Our aim is to help you 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 realize 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.

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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