Portfolio Manager Support Specialist

3 days ago


Randburg, Gauteng, South Africa Eqplus Technologies (Pty) Ltd Full time

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.

  1. Client Onboarding: Manage the onboarding process for new clients, including the sorting of FICA documents and conducting assessments of clients' affairs.
  2. Portfolio Management: Assist Portfolio Managers in preparing client reviews and proposals, monitoring cash flow forecasting, and regularly reviewing client portfolios.
  3. Administrative Tasks: Maintain accurate client lists, provide tax statements, and calculate expected Capital Gain Tax.
  4. 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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