Jobplacements Portfolio Manager Assistant Jobs in South Africa

Jobplacements Portfolio Manager Assistant Jobs in South Africa

Job Description

Assisting portfolio manager with client servicing

Client meeting preparation

Client reporting

Client query resolution

Assisting portfolio manager with new client onboarding

Local portfolio onboarding

Wrapped portfolio onboarding

Offshore portfolio onboarding

Unit trust onboarding

Trade execution using TraderPro system

Daily unit trust reconciliations

Daily trade reporting to Manco & administrators

Preparation of marketing material

General administration tasks

Qualification & Skill requirements:

B.Com Degree or similar

+ years working experience in similar

JSE Securities Trader Exam

JSE RPE requirements:

Introduction to Financial Markets

The Equity Market

Regulation and Ethics of the SA Financial Market

Analytical & problem solving skills

Intermediate excel skills

Passionate about client servicing

How to Apply

For more information and job application details, see; Jobplacements Portfolio Manager Assistant Jobs in South Africa