Portfolio Manager Assistant at Sanlam Private Wealth

Job description

KEY RESPONSIBILITIES

• Proactively manage all client and intermediary queries and process their requests (e.g. portfolio queries, tax reports, etc.)
• Collate Corporate Actions with Portfolio Manager and clients
• Collate Private Placements with Portfolio Manager and clients
• Responsible for collating client payment information and documentation
• Responsible for collating share transfer information and documentation
• Responsible for quality check on all mandates and FICA information
• Ad hoc administrative duties
• Monitor safe custody fees on BDA system
• Follow up on debit lists
• Monitor At Home positions
• Manage the diary for Portfolio Manager(s)
• Prepare Infomation packs for meetings

MINIMUM REQUIREMENTS

• Bachelor of Commerce Degree
• Registered person exam (would be an advantage but not mandatory)
• Basic understanding of the Private Client business and the stock-broking environment
• Experience within a financial services industry is essential
• Experience in a stock-broking environment is essential
• Bonds and Safex exams would be an advantage

TECHNICAL COMPETENCIES

• Computer literacy (MS word, Power Point, Excel)
• Working knowledge of BDA

BEHAVIOURAL COMPETENCIES

• Excellent communication skills (English and Afrikaans)
• High client orientation
• Ability to deal with conflict
• Planning and organizing skills
• Accuracy and attention to detail
• Ability to work under pressure
• Excellent team orientation