Investment Assistant (KZN) at Investec

Description

• Partnering with, and Providing operational and administrative support to the Wealth Manager

The Result 

• Manage and streamline all administrative processes for the investment manager.
• Client assistance with; onboarding and account opening, additions and repurchases, adhoc and regular payments from their investment portfolio, loading and processing of payments.
• Manage ad hoc client queries, reporting and administrative matters.
• Note and record client instructions, e.g. investment restrictions, income requirements etc.
• Worked and engage with outside product providers and LISPs. 
• Assist investment manager with client query management and resolution.
• Assist in maintaining internal stakeholder relationships. 
• Attend training seminars – internal and external to ensure that there is continuous professional development.
• Fundamental understanding of asset allocation and the importance of it.
• Understanding of tax planning, Situs Tax, CGT and Income tax knowledge preferable.
• Product and competitor knowledge, proposal preparation

Experience, Skill and Capability 

• Relevant tertiary qualification, and financial planning/investment planning qualification preferable 
• 3+ Years in experience in financial services industry  
• Worked and engaged with outside product providers and LISPs
• Strong communicator with impeccable time management skills  
• Functions effectively under pressure