Wealth Portfolio Administrator at YAZOO Recruitment | Torre
Wealth Portfolio Administrator
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YAZOO Recruitment

Wealth Portfolio Administrator

YAZOO Recruitment
Posted by
Lourie du Preez
Emma
Emma
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Full-time

Legal agreement: Employment

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Pretoria, South Africa
Posted about 2 months ago

Responsibilities

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. 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. 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.
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