Investment Administrator | Pretoria

Recruiter:

The Recruitment Council

Job Ref:

Investment Administr..

Date posted:

Tuesday, November 29, 2022

Location:

Pretoria, South Africa

Salary:

Yearly Salary

SUMMARY:
Investment Administrator | Pretoria

JOB DESCRIPTION:

Requirements

• Relevant Degree in Finance or Economics or Accounting.

• Preferred Qualification: FAIS accreditation required (RE).

• 2 - 3 years’ experience within a Sales/Service area of a financial environment.

Purpose

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Responsibilities:

• Act responsibly with work related resources in order to contribute to cost containment.

• Achieve expected financial targets and uphold associated service levels.

• Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

• Provide sound services and recommendations based on customer and client needs, current information and trends.

• Develop and manage key stakeholder relationships that enable achievement of operational objectives.

• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.

• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.

Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.

• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.

• Compile reports that track progress and guide business to make informed decisions

• Ensure effective management of the leads pipeline.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Investment Administrator
Location: Sandton
Salary:
6 days ago

Contract Manager
Location: Midrand
Salary:
Contract ManagerOur client, a trusted leader in group purchasing, procurement strategy, and contract management within the higher education and public sector space, is seeking a Contract Manager to join their dynamic team based in Midrand, Johannesburg. This is a six-month contract position that offers an opportunity to work with member institutions across South Africa, managing high-value co...
14 days ago

Commissions Administrator
Location: Johannesburg
Salary: 20000 Monthly
Sandhurst, Johannesburg - Support the operational backbone of a leading financial services business as a Commissions administrator. This role is central to ensuring the efficient and accurate processing of all commission and income-related activities within a dynamic environment.
29 days ago

Fund Accountant
Location: Johannesburg
Salary:
42 days ago

Administrator
Location: Pretoria
Salary: R12 000 ctc per month
Our Engineering Client is looking for an administrator based in pretoria East
1 day ago

Office Administrator - Waltloo
Location: Silverton
Salary:
Office administrator Waltloo pretoriaR10 500 to R11 500 basic + Provident Fund
2 days ago

Internal Medical Devices Sales Representative & Administrator
Location: Pretoria
Salary: 15000 Monthly
To support the sales process from lead generation to order completion while ensuring smooth administrative operations. This role combines proactive sales support with efficient office administration, ensuring excellent customer service, operational efficiency, and regulatory compliance.
8 days ago

Lease Administrator (Retail Shopping Centre)
Location: Pta - Eastern Suburbs
Salary:
Job Title: Lease administratorLocation:Â pretoria East Â Our client, a Retail Property Specialist, is looking to employ a Lease administrator to join their team in pretoria East. We are looking for your experience in leasing administration for retail properties.Â The Lease administrator will be required to have a Valid Driver's License and own reliable transport. We are looking for your experience...
3 days ago

IT Systems Administrator
Location: Pretoria
Salary:
Managed Talent Solutions' external client, an engineering company based in pretoria, is looking for a Infrastructure Systems administrator with 3+ years experience in systems administration in Linux Servers, SQL server management , IIS, PowerBI gateways.
13 days ago

Office Administrator
Location: Pretoria
Salary:
Office administrator- The Willows, pretoria
10 days ago

Investment Administrator | Pretoria

Similar jobs you might be interested in:

Create a free job alert for Investment Administrator | Pretoria in Pretoria

Jobseekers

Recruiter

General