Jobs in Go!

Private Wealth Management company is looking for a Knynsa based Portfolio Manager Assistant. In the role of the Portfolio Manager Assistant , your duties would include : proactivley manage the requestes of the Private Wealth Clients (inlcuding: intermidiaries and third party managers) , manage the diary of the Portfolio Managers and ensure all cleint portfolios are up to date. The ideal candidate would have private Wealth industry expereince, strong communciation skills and posses proficiency in MS Office and Excel. What will you do? Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.) Collate Private Placements with Portfolio Manager and clients Responsible for collating client payment information and documentation Responsible for collating share transfer information and documentation Responsible for collating cash journal information and documentation Responsible for collating on boarding documents and quality check on all mandates and FICA information Responsible to screen all new clients against various sanction lists prior on boarding Responsible to collate and submit cash receipts Collate and submit Score and Monthly Management fee reports Ad hoc administrative duties Monitor safe custody fees on BDA system Follow up on debit lists Monitor At Home positions Manage the diary for Portfolio Manager(s) Prepare Information packs for meetings Ensuring client portfolios are up to date with the correct informatio What will make you successful in this role? Experience within Private Wealth industry High level of accuracy Excellent communication and interpersonal skills Qualification and experience Bachelor of Commerce Degree Registered person exam (would be an advantage but not mandatory) 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 an advantage Bonds and Safex exams would be an advantage Knowledge and skills Proficient in MS Office and Excel Working knowledge of financial systems Working knowledge of BDA Personal qualities Strong numerical orientation Highly organized with a high level of customer focus Accurate and detail orientated Critical and analytical capability Ability to perform well under pressure and show maturity, confidence and resilience Excellent listening, communication and interpersonal skills Pro-Active approach to work, clients, problem solving Learning agility and curiosity Assertive Passionate ownership for results Apply Now

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Jobs in Go!