Assistant Portfolio Manager
2 weeks ago
WHAT WILL YOU DO?
- Proactively manage all client and intermediary queries and process their requests
(For example, portfolio queries, tax reports, etc.)
- Collate Corporate Actions with Portfolio Manager and clients
- Collate Private Placements with Portfolio Manager and clients
- Responsible for collating client payment information and documentation
- Responsible for collating share transfer information and documentation
- Responsible for quality check on all mandates and FICA information
- Ad hoc administrative duties
- Monitor safe custody fees on BDA system
- Follow up on debit lists
- Monitor At Home positions
- Manage the diary for Portfolio Manager(s)
- Prepare Information packs for meetings
- Collation and submission of all new account documents (Direct and LISP accounts)
- Assist PM with any operational requirements relating to income reporting
QUALIFICATIONS AND EXPERIENCE
- Bachelor of Commerce Degree
- Registered person exam (would be an advantage but not mandatory)
- Basic understanding of the Private Client business and the stock-broking
environment
- Experience within a financial services industry is essential
- Experience in a stock-broking environment is essential
- Bonds and Safex exams would be an advantage
- Basic understanding of Exchange Control Regulations
**Salary**: R25,000.00 - R33,000.00 per month
COVID-19 considerations:
License/Certification:
- Drivers License (preferred)
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