Portfolio Manager Pietermaritzburg - South Africa
Kerry Kopp Recruitment Specialists
Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QUALIFCATION IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client portfolios Assist with planning and recommendation to clients on their portfilio Portfolio construction Liaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS. Ensuring accurate and updated client information is kept at all times.
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