Portfolio Assistant Graduate

SUMMARY:
An organisation that goes beyond the traditional expectations of the financial services industry and one that strives to deliver solutions with exceptional personalised service is looking for a Portfolio Assistant Graduate.

POSITION INFO:

The portfolio assistant will play an important role in assisting a team that advises, services and manages local and offshore investment portfolios for high net worth clients.

Key Areas of Responsibility

• Administer client accounts
• Liaise with clients and assist with client queries
• Maintain client relationships where necessary
• Develop an understanding of the portfolio management business
• Prepare investment proposals for clients where necessary
• Keep abreast of current markets and company-specific information
• Prepare client review packs 

Description of Tasks

• Open client accounts (local & offshore) and obtain the necessary FICA documentation
• Maintain and actively develop client databases
• Daily and monthly planning & reporting on key areas (client review/appointments etc.)
• Maintain accurate spreadsheets for monthly client income payments
• Check base costs after they have been loaded on the system
• Liaise with clients, attend to client queries and requests
• Coordinate client meetings, presentations and travel arrangements
• Assist portfolio managers with administrative matters
• Assist with preparation of client proposals, presentations, portfolio reviews
• Reconcile client accounts, charges etc.
• Send performance reviews and statements to clients when necessary
• Any other duties that may be required from time to time

Skills/Personal Attributes Required

• Experience with FICA and Compliance matters
• Experience on BDA an advantage
• Strong computer skills (Excel, Outlook, Word, PowerPoint, BDA, Tradecis)
• Strong attention to detail
• Ability to identify problem areas within the work processes and suggest new ones if necessary
• Client-centric, confident communicating with clients
• Strong communication skills – written & verbal
• Good numerical ability
• Passion / keen interest in stock markets an advantage

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