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  • Client Relationship Manager - Cape Town - Headhunters

    Headhunters
    Headhunters Cape Town

    4 weeks ago

    Headhunters background
    Description

    Job Title: Portfolio Management Administrator

    Description:

    This role is responsible for providing administrative support to Portfolio Managers, ensuring the efficient delivery of client requirements. The successful candidate will have experience in the financial services industry, preferably with PSP or stockbroking experience.

    Responsibilities:

    • Portfolio Management Administration:
      • Manage client onboarding, mandates, and instructions timeously.
      • Collaborate with Advisor offices and central operations teams.
      • Maintain strong communication with Advisor offices and central operations.
    • Client Services:
      • Implement client services experience as defined by the Head of Operations.
      • Work with central operations team to implement administrative processes and controls.
      • Act as point of contact for clients, ensuring efficient delivery of client requirements.
    • Operational Support:
      • Capture and prepare client records, upload related documents on relevant client management tool.
      • Maintain client data integrity through regular updates.
      • Capture and prepare client files, ensure compliance paperwork is complete.
    • Marketing Support:
      • Assist with organization of client events, including booking venues and RSVP management.
      • Assist Portfolio Managers at client events.
    • Office Management:
      • Support Portfolio Manager(s) with general office management tasks.
      • Attend to technology issues experienced by Portfolio Manager(s).

    Salary: R600,000 - R800,000 per annum

    Location: Johannesburg, South Africa

    Requirements:

    • PSP or stockbroking experience required.
    • Relevant tertiary education or courses.
    • Computer skills: Microsoft Office (Excel, Word, Outlook, and PowerPoint essential).
    • Experience with Xplan; DMA; Marble; OPUS is an advantage.
    • Knowledge of the Financial Services Industry.
    • Understanding of FAIS and FICA legislation.

    Estimated Salary: R650,000 per annum


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