Portfolio Manager Assistant (Private Wealth)

Recruiter:

Network Recruitment

Job Ref:

NFP011156/NO

Date posted:

Monday, July 4, 2022

Location:

Durban, South Africa

SUMMARY:
My client in Umhlanga is urgently seeking a Portfolio Manager Assistant to join their well-established team.

JOB DESCRIPTION:

Job & Company Description:
In this role, you will be responsible for proactively managing all client and intermediary queries and processing their requests, collating Corporate Actions with Portfolio Manager and clients, collating Private client payment information and documentation, collating share transfer information and documentation, quality checks on all mandates and FICA information.

Education:
Bachelor of Commerce Degree
Registered person exam (Advantageous)

Job Experience & Skills Required:
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

Apply now!

For more Capital Markets jobs, please visit
Reach out to me directly if you are passively looking in one of our niche areas to hear more about roles that we are not advertising, that I can put you in contact with one of the specialists in my team:

Corporate Finance:

Corporate Finance
Mergers and Acquisitions
Project Finance
Financial Due Diligence
Transaction Advisory
Valuations
Investment Banking
Private Equity
Financial Modelling
Deal Making
Transactions

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information contact:
Nikki Oosthuizen
Specialist Consultant: Capital Markets

012 348 4940

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

Similar jobs you might be interested in:

AGRI PORTFOLIO MANAGER â SENIOR
Location: Kwazulu Natal
Salary:
KwaZulu-Natal area – KwaZulu-Natal: The portfolio manager to drive business growth, maximize profitability, strengthen client relationships and grow agricultural portfolios.
75 days ago

Mechanical Engineer
Location: Westville
Salary: Annually
Respected Consulting Engineering firm in Durban is looking for a Mechanical Engineer with experience in oil & gas / petrochemical (or similar industry) design and project management to join their team.
8 days ago

Service Delivery Manager (ICT) (DBN Onsite)
Location: Durban
Salary:
8 days ago

Finance and Insurance (F&I) Manager
Location: Hillcrest
Salary: 15000 Monthly
Hillcrest - Are you a driven financial services professional looking to elevate your career as an F&I manager? Take the next step with an established, growing automotive retail team based in the Upper Highway area.
14 days ago

Senior Sales Manager (marine sector)
Location: Durban
Salary:
Our client an independent player in the Fuel & Lubricants industry, is looking to recruit a Senior Sales manager, to manage and grow its portfolio in the specialist Marine sector.This is a senior leadership role requiring a highly capable sales professional with deep, proven experience in the marine industry. The manager will be responsible for leading sales strategy, growing key marine accoun...
18 days ago

Debtors Controller
Location: Durban
Salary: Annual Salary
Debtors Controller
18 days ago

Construction Manager (Bridges & Structural Works)
Location: Durban
Salary: R1M - R1.2M KPA
An exceptional senior-level opportunity exists for a highly experienced and professionally registered CONSTRUCTION manager (BRIDGES & STRUCTURAL WORKS) to join a major infrastructure and civil engineering project based in Durban.
21 days ago

Accountant: Monthly Clients
Location: Durban
Salary: R350 000.00 per annum (cost to company)
The Accountant: Monthly Clients is the primary point of contact for a defined portfolio of monthly clients. This role is responsible for the accurate and timely preparation of management accounts, maintenance of client trial balances, and submission of monthly VAT and payroll reports.
25 days ago

Manager: Monthly Accounts
Location: Durban
Salary: R1 million per annum (cost to company)
The manager: Monthly Accounts is the senior operational leader of the monthly clients function. This role carries full accountability for the performance, quality, compliance and commercial outcomes of a team of six to twelve staff, including one to two Supervisors, across a portfolio of monthly clients. You must be a technical expert across accounting, tax and firm systems; be commercially aware,...
25 days ago

Graphic Designer
Location: Durban
Salary: R25000 MCTC
A national electrical wholesaler is seeking a talented and detail-oriented Graphic Designer to join their Durban branch.The successful candidate will be responsible for creating high-quality visual content across both print and digital platforms, while ensuring strong brand consistency and polished execution across all marketing collateral.This role is ideal for a hands-on designer who thrives in ...
25 days ago

Portfolio Manager Assistant (Private Wealth)

Similar jobs you might be interested in:

Create a free job alert for Portfolio Manager Assistant (Private Wealth) in Durban

Jobseekers

Recruiter

General