Graduate Portfolio Assistant

2 weeks ago


Johannesburg, Gauteng, South Africa Recruitment Matters Africa Full time

The portfolio assistant will play an important role in assisting a team that advises, services, and manages local and offshore investment portfolios for high-net-worth clients.


Responsibilities:

  • Administer client accounts
  • Liaise with clients and assist with client queries
  • Maintain client relationships where necessary
  • Develop an understanding of the portfolio management business
  • Prepare investment proposals for clients where necessary
  • Keep abreast of current markets and companyspecific information
  • Prepare client review packs

Key Skills:

  • Open client accounts (local & offshore) and obtain the necessary FICA documentation,
  • Maintain and actively develop client databases,
  • Daily and monthly planning & reporting on key areas (client review/appointments etc.),
  • Maintain accurate spreadsheets for monthly client income payments,
  • Check base costs after they have been loaded on the system,
  • Liaise with clients, attend to client queries and requests,
  • Coordinate client meetings, presentations and travel arrangements,
  • Assist portfolio managers with administrative matters,
  • Assist with preparation of client proposals, presentations, portfolio reviews,
  • Reconcile client accounts, charges etc,
  • Send performance reviews and statements to clients when necessary,
  • Any other duties that may be required from time to time.

Qualifications:

  • Relevant Degree
  • Strong computer skills (Excel, Outlook, Word, PowerPoint, BDA, Tradecis)
  • Professional, proactive, efficient and reliable
  • Strong attention to detail
  • Ability to identify problem areas within the work processes and suggest new ones if necessary
  • Clientcentric, confident communicating with clients
  • Sound interpersonal skills, friendly, good telephone manner
  • Strong communication skills written & verbal
  • Good numerical ability
  • Must be able to work under pressure
  • Able to work effectively within a team or independently
  • Experience with FICA and Compliance matters
  • Experience on BDA an advantage
  • Passion / keen interest in stock markets an advantage
  • Integrity and trustworthiness

Ability to commute/relocate:

  • Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (required)

Education:

  • Bachelors (preferred)

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