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!

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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.

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Portfolio Manager Assistant (Private Wealth)

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