Private Wealth/asset Management Administrator Based - Johannesburg, South Africa - People Source

People Source
People Source
Verified Company
Johannesburg, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description

Private Wealth/Asset Management Administrator
based in Rosebank. R20 000 to R25 000 with a 13th cheque. Successful Private Wealth management team requires an additional team member to be involved in an administration and client servicing role which includes new business onboarding, preparing portfolio statements, client queries, maintenance of data on client management systems, assisting the financial planners, preparing investment reports, and ensuring clients meet the compliance requirements. They require a matric and at least 3 years of experience in a similar role within Asset Management/ Private wealth/Investments sector.
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