Client Onboarding Expert

4 days ago


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

About This Opportunity: We are seeking a highly skilled Senior Banking Sector Specialist to join our team as an Investment Administrator.

Job Description: As an Investment Administrator, you will be responsible for providing administrative support to our Portfolio Managers, ensuring seamless client onboarding and portfolio management.

  1. Client Onboarding: Oversee 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: Collaborate with colleagues to add value to client meetings, generate reports, and ensure flawless execution of trades.

About You: To succeed in this role, you will need a minimum of 2 years of experience in the investment industry, a completed Bachelor of Commerce, and completion of CFA level 1.

What We Offer: In return for your expertise, we offer a market-related salary, opportunities for growth and development, and a dynamic work environment.



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