Graduate Portfolio Assistant
7 months ago
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 company-specific 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
- Client-centric, confident communicating with clients
- Sound inter-personal 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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