Portfolio Management Coordinator
2 weeks ago
Catch Recruit is seeking a skilled Portfolio Management Coordinator to join our team. As a key member of our team, you will play a vital role in delivering exceptional client experiences and ensuring seamless portfolio management processes.
Key Responsibilities:- Implement client services strategies, working closely with our central operations team to ensure efficient administrative processes and controls.
- Serve as the primary point of contact for clients, guaranteeing timely delivery of their requirements on behalf of our Portfolio Managers.
- Maintain accurate records and data integrity through ongoing maintenance of client information on our client management tool, xPlan.
- Prepare comprehensive client briefs for Portfolio Manager meetings, identifying suitable client needs and collaborating with central operations as necessary.
- Coordinate case-specific inquiries with internal and external product and service providers.
- A minimum of some years' experience in the financial services industry, preferably with knowledge of FAIS and FICA legislation.
- Strong understanding of share portfolio account opening processes, including documentation requirements and account loading.
- Excellent computer skills, particularly in Microsoft Office (Excel, Word, Outlook, PowerPoint) and experience with Xplan; DMA; Marble; OPUS is advantageous.
- Exceptional verbal and written communication skills, with the ability to develop strong relationships with clients and colleagues alike.
- Meticulous attention to detail, methodical approach, and high energy levels are essential for this role.
- A competitive salary of approximately R250,000 per annum, commensurate with experience.
- Ongoing training and development opportunities to enhance your skills and career prospects.
- A dynamic and supportive work environment that fosters collaboration and teamwork.
- The opportunity to work with a talented team dedicated to delivering exceptional client experiences.
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Portfolio Management Liaison Specialist
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Portfolio Manager
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Insurance Portfolio Coordinator
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Portfolio Manager Liaison
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Property Portfolio Manager
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Portfolio Manager
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Portfolio Administrator
8 months ago
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Property Portfolio Manager
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