Portfolio Administrator

Our financial recruitment desk currently has a vacancy for a Portfolio Administrator.  Our multiple award-winning client is one of South Africa’s top Financial Planning Institutes. 

To be considered for this position you will have the following:

• BCom degree (Honours preferred).
• 3 years’ experience in investment administration.
• 3 years’ experience in dealing with share portfolios and multiple investment products and providers.
• Experience in local and offshore investments.
• Experience in a family office or holistic wealth management environment preferred.
• Studying towards CFA designation.
• Experience on eCube, Saxo Portfolio Manager, OPUS Stockbroker online systems.

Our client values their staff and they strive for long-term relationships with experts in their field.  If you take pleasure and pride in growing and nurturing private wealth for clients and their families AND if you meet ALL the above requirements then email your CV in asap.

Kindly note – only candidates who meet the above requirements will be contacted.