Portfolio Administrator

 

Recruiter:

Communicate Recruitment

Job Ref:

CTF014074/SL

Date posted:

Thursday, January 27, 2022

Location:

Capetown, South Africa

Salary:

Market Related Annually


SUMMARY:
Your ultimate career goal is being the best in administration and planning brings you much joy! Easing the daily work life of those around you. That is, in Wealth and Investment Management. Perhaps you worked with a Financial Planner or a group of Wealth Managers. Your approach to work is being detail orientated and structured.

JOB DESCRIPTION:

 

Assist a team of managers

Client management

Skilled at building client relations

Portfolio reviews

Risk management

Fund management

Switches

Redemptions

Networking with Partners, Fund managers & Investment platforms

 

Skills & Experience:

Wealth & Investments

Risk management

Client management

 

Qualification:

Matric and/or finance qualification

 

 

Contact SHAKIRAH LAKAY on or , quoting the Ref: CTF014074.

 

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