Wealth Portfolio Administrator
Yazoo Recruitment · Pretoria West · Market Related CTC salary offered
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Wealth Adviser Assistant/Portfolio Administrator with an NQF5/NQF6 Wealth Certificate and minimum 3 years’ experience in an Investment and Stockbroking environment, required to perform after sales service to customers and manage client relationships, for a Wealth & Investment Brokerage based in Pretoria East.
Duties & Responsibilities
Responsibilities
- Implementation of Wealth Management function
- Client interaction – management of relationship and client service
- Implementation and maintenance of new and existing business
- Processing applications re financial planning and wealth management
- Investment administration matters
- Unit Trusts / Share Portfolios / Offshore Investments
- Administering all investment products
- Investment quotations
- Client files for reporting requirements
- Processing investment mandates
- Rebalancing and maintaining existing ports
- Unit Trust / Stock transfers
- Prepare investment review appointments
- Maintain CRM System
- Prepare and distribute tax statements
- Record details of transactions
- Loading and processing of business transactions
- Client follow up and liaison
- Arranging appointments for Wealth Manager
Desired Experience & Qualification
Minimum requirements
- Matric
- NQF5 / NQF6 Wealth Management Certificate preferred
- Minimum 3 years’ administration experience within the investment and stockbroking environment essential
- Experience with different investment platforms preferred
Interested?
If you are a South African Citizen & your CV meets the above criteria, please send your CV to lourie@yazoo.co.za
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
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