Bronwin Rhodes

Proactively manage all client and intermediary queries and process their requests Prepare client investment review documents and meeting packs Manage portfolio cash positions

Portfolio Manager Assistant at Sanlam Private Wealth (2024-08 – Present)

• Proactively manage all client and intermediary queries and process their requests
• Prepare client investment review documents and meeting packs
• Manage portfolio cash positions
• Manage account opening and client onboarding
• Keep abreast with FICA and other relevant legislation
• Collate private placements with portfolio manager and clients
• Coordinate share transfers
• Collate corporate actions
• Manage client payments
• Co-ordinate client meetings

Credit and Securities Analyst at Sanlam Private Wealth (2021-03 – 2024-07)

• Management of lending book
• Assist in development and implementation of credit policy
• Develop and manage innovative dashboards / monitoring packs
• Mine, extract and convert data to value adding propositions
• Tracking portfolio performance
• Financial analysis
• Performing risk assessments
• Assist with accelerating the promotion of the credit product to our clients
• Assist with the implementation and development of credit systems
• Process the securities lending / lending book transactions
• Presentation and reporting to stakeholders
• Process re-engineering
• Client and process compliance

Offshore Trade Assistant at Sanlam Private Wealth (2018-05 – 2021-02)

• Track trends in offshore money and capital markets
• Monitoring, executing and reporting on global stock portfolios for investors
• Preparation of investment forms and instructions
• Capturing of transfer instructions
• Investor offshore portfolio reconciliations
• Trade reports debits and credits
• Bank reconciliations
• Capturing of international currency conversions
• Payments (local and global)
• Unit trust cash clearance
• Dividend allocations
• Equity and unit trust price checking and monitoring
• Investment contract note updates
• Updating trades
• Interface with offshore-related branch queries

Credit and Securities Analyst at Sanlam Private Wealth (2017-07 – 2018-04)

• Assist in development and implementation of credit policy
• Develop and manage innovative dashboards/monitoring packs
• Mine, extract and convert data to value adding propositions
• Assist with accelerating the promotion of the credit product to our clients
• Assist with the implementation of credit systems
• Process the securities lending / lending book transactions
• Presentation to stakeholders
• Process re-engineering
• Client and process compliance

BCom Honours in Agricultural Economics – Stellenbosch University (2017)

BCom General – Stellenbosch University (2016)

National Senior Certificate – The Settlers High School (2011)