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
Key Responsibilities Provide strategic estate planning services, assisting clients in effectively managing and distributing their wealth. Offer comprehensive inheritance tax advice, helping clients navigate the complexities of inheritance tax and planning. Develop strategies around wills, trusts, and
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
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
RESPONSIBILITIES Devise an overarching (corporates, trusts and foundations, as well as individuals) fundraising strategy to be approved by the Board. Agree a departmental budget and work to achieve/exceed the total fundraising annual target. Build relationships with current
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
SUMMARY: Our client based in the Northern Suburbs of Cape Town is looking for a Senior Fundraiser to run their fundraising portfolio. This organisation has been teaching deaf children to listen and talk for more than
Select how often (in days) to receive an alert: Create Alert 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
Client Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC