Financial Portfolio Specialist

1 month ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Job Description

We are seeking a highly skilled Financial Portfolio Specialist to join our team at The Recruitment Council in Stellenbosch. This role offers an attractive salary of R850,000 per annum.

Main Responsibilities
  • Client Management: Build and maintain strong relationships with high-net-worth clients, ensuring their needs are met through effective communication and follow-ups.
  • Portfolio Management: Assist Senior Wealth Managers in preparing complex reports and proposals, develop review packs, and provide performance updates for client portfolios.
  • Operational Support: Attend client and service provider meetings, take detailed notes, and prepare recap emails summarizing key points and next steps.
  • Reporting & Documentation: Maintain accurate records of Wealth Manager reports and client interactions, organizing and saving proposals on shared drives.
  • Research & Development: Stay updated on financial products, funds, and best practices in wealth management, collaborating with risk specialists to address client needs and concerns.
Requirements
  • Technical Proficiency: Proficient in Microsoft Office (Excel, PowerPoint, Word) and familiar with Bloomberg and/or Morningstar.
  • Analytical Skills: Strong analytical and quantitative skills with commercial awareness.
  • Project Management: Proven ability to manage multiple projects simultaneously while maintaining attention to detail.
  • Education & Experience: Relevant BCom degree, CFP/CFA preferred or in progress, and FAIS compliance. A minimum of 5 years as a Wealth Analyst focusing on high-net-worth clients.
  • Personal Attributes: Effective planning and organization, collaborative spirit, strong communication skills, commitment to quality assurance, and client orientation.


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