Date | 2024-10-13 |
---|---|
Job Title | Investment Assistant |
Employer | Rory Mackie & Associates More Information |
Salary | 0 |
Category | Finance Accounting |
Location |
Kwazulu Natal / Durban |
Job Summary
Overview:
Our client, a leading Private Bank and Wealth Manager is seeking an Investment Assistant to join their Wealth and Investment division. The successful candidate will be partnering with and providing operational and administrative support to the Wealth Manager. Our client is looking for energetic, passionate individuals who value flexibility and the ability to navigate ambiguity, while challenging the status quo. Diversity, talent, and leadership play a crucial role in their pursuit of growth in their business. Candidates who can manage themselves effectively and build strong relationships will thrive in this dynamic environment.
Responsibilities:
- Manage and streamline all administrative processes for the investment manager
- Assist clients with onboarding, account opening, additions, repurchases, and both ad hoc and regular payments from their investment portfolio, including the 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.
- Work and engage with outside product providers and LISPs
- Assist the investment manager with client query management and resolution
- Help maintain internal stakeholder relationships
- Attend internal and external training seminars to ensure continuous professional development
- Demonstrate a fundamental understanding of asset allocation and its importance
- Understanding of tax planning, Situs Tax, CGT, and Income Tax is preferable
- Knowledge of products and competitors, along with proposal preparation
Requirements:
- 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
Investment Assistant position available in Kwazulu-Natal, Durban. This job position was posted by Rory Mackie & Associates. The job has been posted as a premium ad on 2024-10-13 at 13:02:36 in the Finance Accounting category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Durban: Investment Assistant
Overview: Our client, a leading Private Bank and Wealth Manager is seeking an Investment Assistant to join their Wealth and Investment division. The successful candidate will be partnering with and providing operational and administrative support to the We
View Job
Investment Assistant
Cape Town: Finance Admin Assistant posted by IGrow Wealth Investments
South Africas #1 Property Investment Group has an exciting opportunity available for a Finance Admin Assistant to join their accounting firm in Cape Town!To qualify for this position, you need: Matric (with Accounting as a subject)Tertiary qualification ad
View Job
Finance Admin Assistant
Durban: Investment Assistant posted by Rory Mackie & Associates
Overview:Our client, a leading Private Bank and Wealth Manager is seeking an Investment Assistant to join their Wealth and Investment division. The successful candidate will be partnering with and providing operational and administrative support to the Wea
View Job
Investment Assistant
Cape Town: Assistant Financial Manager posted by IGrow Wealth Investments
IGrow Group of Companies, one of SAs top property investment companies is seeking a dynamic and forward-thinking Assistant Financial Manager.Job SummaryThe Assistant Group Financial Manager will support the Group Financial Manager in overseeing the financi
View Job
Assistant Financial Manager
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here