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Portfolio Coordinator
2 weeks ago
At Sanlam Private Wealth, we strive to provide comprehensive and integrated wealth management solutions to our clients. Our team is comprised of experienced professionals who are passionate about delivering exceptional service.
Key Responsibilities:- Office Management
- Collaborate with the marketing department
- Assist with administration for events
- Manage client queries and process their requests
The ideal candidate will possess excellent communication and interpersonal skills, as well as a high level of accuracy and attention to detail. A Bachelor of Commerce degree and experience within the private wealth industry are essential.
Requirements:- Bachelor of Commerce Degree
- Registered person exam (advantageous)
- Basic understanding of the Private Client business and the stock-broking environment
