Graduate Portfolio Assistant

7 months ago


Johannesburg, 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 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)


  • IT Graduate

    5 months ago


    Johannesburg, South Africa Macdonald & Company Full time

    **Location**: **Johannesburg** **Salary**: **207,000** **Job Type**: **Permanent** **Reference**: **69662** **Job Summary**: Are you an IT Graduate looking to start you career within the Property industry? With Head Offices in Johannesburg, our client is a well-known and respected real estate company. Operating for over 20 years, they have built large...


  • Johannesburg, South Africa The Independent Institute of Education Full time

    The IIE (Pty) Ltd is the registered provider of higher education which is delivered through the following educational brands: Vega, Varsity College, Rosebank College, IIEMSA and IIE HSM. The Independent Institute of Education’s Central Academic Team (CAT) is responsible for the academic leadership and governance of the work done at the brands while each...

  • Portfolio Assistant

    5 months ago


    Johannesburg, South Africa Macdonald & Company Full time

    **Location**: **Johannesburg** **Salary**: **204,000** **Job Type**: **Permanent** **Reference**: **70762** **Job Summary**: Ambitious and highly organised Portfolio Assistant sought to join property management company. Our client is a renowned pillar in the real estate sector. With decades of experience, they have established themselves as one of the...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...

  • Executive Assistant

    6 months ago


    Johannesburg, South Africa Sheldon Recruitment Full time

    **Gauteng**, JHB - Northern Suburbs** **R8 000.00 - R9 000.00 Monthly** **We are seeking an Executive Assistant (Graduate) for a permanent vacancy based in Midrand, Gauteng.** **Applicants are required to meet the following criteria**: - Completed ND/ BCom qualification - graduate will be groomed to grow with the business - PA Diploma / certification is...


  • Johannesburg, South Africa Aspen Pharma Group Full time

    Are you looking for a career opportunity with an organisation whose values you can live by? **INTEGRITY, INNOVATION, TEAMWORK, COMMITMENT and EXCELLENCE.** Join South Africa’s global speciality and branded multinational pharmaceutical company with a presence in both emerging and developed markets and say it was you who joined Aspen. Begin your 12-month...


  • Johannesburg, South Africa Job Crystal Full time

    Job Title: Credit Portfolio Manager Area: Johannesburg, GP A digital bank with a strong entrepreneurial identity and a high-performance culture is looking for a Credit Portfolio Manager to play a pivotal role in assessing, analysing, and mitigating credit risks within the company's portfolio of lending products. They will gain experience across multiple...

  • Insurance Graduate

    1 month ago


    Johannesburg, Gauteng, South Africa EMPIRE RECRUITMENT Full time

    Insurance Internship OpportunityEmpire Recruitment is seeking a motivated and detail-oriented graduate to join our client's short-term insurance team for a year-long internship program.Key Responsibilities:Assist in the development and implementation of risk management strategiesConduct research and analysis on insurance trends and market...


  • Johannesburg, Gauteng, South Africa HR Genie Full time

    At HR Genie, we are seeking a highly skilled and motivated Graduate Administrator to join our team on a contract basis for 7 months. The ideal candidate will possess a Bachelor's Degree in a relevant field such as legal, administration, commerce, or public administration. Additionally, 1-3 years of work experience in any field is preferred.Key...


  • Johannesburg, South Africa RPO Recruitment Full time

    In this position, you will be provided with valuable mentorship and guidance to help you develop your professional skills and gain industry experience. You will work closely with our clients, assisting them with various tasks and projects. We are looking for enthusiastic and motivated graduates who are eager to learn, grow, and contribute to the success of...

  • Graduate Hydrogeology

    3 months ago


    Johannesburg, South Africa De Beers Group of Companies Full time

    **Company Description - Discover your leadership potential with Anglo American Platinum’s Graduate Programme** At Anglo American Platinum, we don’t just find and develop talent - we shape future leaders who will redefine the mining industry. If you're a driven, forward-thinking individual ready to kickstart your career in mining, our **Hydrogeology...

  • Graduate Geomatics

    3 months ago


    Johannesburg, South Africa De Beers Group of Companies Full time

    **Company Description - Discover your leadership potential with Anglo American Platinum’s Graduate Programme** At Anglo American Platinum, we don’t just find and develop talent - we shape future leaders who will redefine the mining industry. If you're a driven, forward-thinking individual ready to kickstart your career in mining, our **Geomatics: Mine...

  • Graduate Chemistry

    3 months ago


    Johannesburg, South Africa De Beers Group of Companies Full time

    **Company Description - Discover your leadership potential with Anglo American Platinum’s Graduate Programme** At Anglo American Platinum, we don’t just find and develop talent - we shape future leaders who will redefine the mining industry. If you're a driven, forward-thinking individual ready to kickstart your career in mining, our **Chemistry...

  • Legal Graduate

    3 months ago


    Johannesburg, South Africa Haleon Full time

    Hello. We’re Haleon. A new world-leading consumer health company. Shaped by all who join us. Together, we’re improving everyday health for billions of people. By growing and innovating our global portfolio of category-leading brands - including Sensodyne, Panadol, Advil, Voltaren, Theraflu, Otrivin, and Centrum - through a unique combination of deep...

  • Procurement Graduate

    3 months ago


    Johannesburg, South Africa Haleon Full time

    Hello. We’re Haleon. A new world-leading consumer health company. Shaped by all who join us. Together, we’re improving everyday health for billions of people. By growing and innovating our global portfolio of category-leading brands - including Sensodyne, Panadol, Advil, Voltaren, Theraflu, Otrivin, and Centrum - through a unique combination of deep...

  • Junior Graduate

    6 months ago


    Johannesburg, South Africa ELECTROZONE ELECTRICALBOUND ADHESIVES Full time

    Electrical and Adhesives wholesaler looking for a junior graduate to assist with product barcoding for a period of 3 months. Must be computer literate.MUST HAVE WAREHOUSE AND BARCODING EXPERIENCE Must be a graduate.MUST BE FROM JOHANNESBURG **Job Type**: Temporary Contract length: 3 months Pay: R10 000,00 per month **Education**: - Bachelors...

  • Marketing Assistant

    6 months ago


    Johannesburg, South Africa Graduate Placements Full time

    **Responsibilities**: - Create captivating graphics for both agency and client needs - Dream up innovative ideas for visual masterpieces - Adapt your creativity to various platforms and formats - Help manage social media paid ads (Facebook, Instagram, LinkedIn, Twitter, Pinterest, and more) - Flex your assistance muscles for team projects and ad-hoc...

  • Marketing Graduate

    3 months ago


    Johannesburg, South Africa Haleon Full time

    Hello. We’re Haleon. A new world-leading consumer healthcare company. Shaped by all of us. Together, we’re improving everyday health for millions of people. By growing and innovating our global portfolio of category-leading brands - including Sensodyne, Panadol, Advil, Voltaren, Theraflu, Otrivin, and Centrum - through a unique combination of deep human...


  • Johannesburg, Gauteng, South Africa CFS Recruitment (Pty) Ltd Full time

    **Company Overview:**CFS Recruitment (Pty) Ltd is a renowned recruitment agency specializing in the Short Term Insurance industry.We are currently seeking highly skilled and motivated Graduates to join our team as Graduate Insurance Specialists.As a Graduate Insurance Specialist, you will be responsible for assisting clients with their Short Term Insurance...


  • Johannesburg, Gauteng, South Africa Isilumko Staffing (JHB) Full time

    Job Title: BCom Graduate with Collections ExperienceDescription:We are seeking a BCom graduate to join our Collections team in Sandton. The ideal candidate will have a strong academic record and excellent communication skills.Responsibilities:Late stage or early stage collectionsGetting clients to commit to a Promise to Pay/debit orderWorking towards daily...