Graduate Portfolio Assistant at Recruitment Matters Africa

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.

Responsibilities:

• 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

Key Skills:

• 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.

Qualifications:

• Relevant Degree
• Strong computer skills (Excel, Outlook, Word, PowerPoint, BDA, Tradecis)
• Professional, proactive, efficient and reliable
• 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
• Sound inter-personal skills, friendly, good telephone manner
• Strong communication skills – written & verbal
• Good numerical ability
• Must be able to work under pressure
• Able to work effectively within a team or independently
• Experience with FICA and Compliance matters
• Experience on BDA an advantage
• Passion / keen interest in stock markets an advantage
• Integrity and trustworthiness

Job Type: Full-time

Ability to commute/relocate:

• Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelors (Preferred)