Portfolio Manager Assistant - Knysna

Updated: April 25, 2024 10:05 AM GMT

Tracking Talent – a Wilson HCG company

Knysna

Introduction

Private Wealth Management company is looking for a Knynsa based Portfolio Manager Assistant.

In the role of the Portfolio Manager Assistant , your duties would include : proactivley manage the requestes of the Private Wealth Clients (inlcuding: intermidiaries and third party managers) , manage the diary of the Portfolio Managers and ensure all cleint portfolios are up to date.

The ideal candidate would have private Wealth industry expereince, strong communciation skills and posses proficiency in MS Office and Excel.

Duties & Responsibilities

What will you do?
• Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)
• 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 collating cash journal... More Detail