Portfolio Manager Support Specialist
3 days ago
About the Role: We are seeking a skilled Senior Banking Sector Specialist to join our team as a Portfolio Manager Support Specialist.
Job Summary: The successful candidate will provide administrative support to our Portfolio Managers, ensuring seamless client onboarding and portfolio management.
- Client Onboarding: Manage the onboarding process for new clients, including the sorting of FICA documents and conducting assessments of clients' affairs.
- Portfolio Management: Assist Portfolio Managers in preparing client reviews and proposals, monitoring cash flow forecasting, and regularly reviewing client portfolios.
- Administrative Tasks: Maintain accurate client lists, provide tax statements, and calculate expected Capital Gain Tax.
- Communication: Infuse vibrant organizational skills to add value to client meetings, generate reports, and ensure flawless execution of trades.
About You: To be successful in this role, you will need at least 2 years of experience in the investment industry, with a completed Bachelor of Commerce in business/economics/investments related and ideally an Honours. You should also have completed CFA level 1 and be fluent in English and Afrikaans.
What We Offer: In return for your expertise, we offer a market-related salary, the opportunity to work with a well-established wealth manager, and the luxury of working from home 2 days per week.
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