What will you do?<\/p>\n
\tShare responsibility for achieving flow and income targets, as well as meeting budgeted net profit before tax
\n\tCoordinate Portfolio Manager (PM) calendar, including scheduling client meetings and reviews
\n\tDrive the client review cycle by preparing reports, tracking progress, and ensuring timely client engagements
\n\tCollate onboarding documentation, perform quality checks on Medium and High Risk accounts, and manage the end-to-end account opening process
\n\tAssist PMs in preparing tailored client proposals
\n\tConduct weekly check-ins with PMs to review work progress and outstanding items, enabling two-way reporting
\n\tMonitor and manage debit balances in collaboration with PMs
\n\tReview weekly cash reports and alert PMs to large cash balances for implementation
\n\tCollate Corporate Actions with Portfolio Managers and clients
\n\tExecute client instructions including redemptions, Section 14\/37\/42 transfers, ad hoc transactions, and switches for both local and offshore investments
\n\tMaintain accurate cost price data in Evolution
\n\tVerify and execute all local and offshore trades
\n\tExecution of all FX Expat and Repat offshore orders
\n\tAllocate all local trades accurately
\n\tImplement and monitor bond trades
\n\tTrack orders and ensure corrections are made prior to settlement
\n\tProvide backup support for colleagues during leave periods<\/p>\n
What will make you successful in this role?<\/p>\n
\tExperience within Private Wealth Industry
\n\tHigh level of accuracy
\n\tExcellent communication and interpersonal skills<\/p>\n
Qualification and experience<\/p>\n
\tTertiary and\/or industry related qualification would be an advantage\u00a0
\n\t5+ years experience in the same or similar role
\n\tBasic understanding of the Private Client business and the stock-broking environment preferable
\n\tExperience within financial services industry is essential<\/p>\n
Knowledge and skills<\/p>\n
\tWorking knowledge of BDA an advantage
\n\tKnowledge of private client processes and procedures
\n\tKnowledge of the back office functioning an advantage
\n\tStrong digital literacy skills
\n\tExcellent numeracy skills<\/p>\n
Personal qualities<\/p>\n
\tStrong verbal and written communication skills with the ability to liaise with clients, financial service providers and institutions
\n\tGood telephonic manner
\n\tA highly organised and efficient with the ability to multitask, work well under pressure and deadline driven
\n\tSystems oriented with high attention to detail and the ability to follow policies and procedures
\n\tA proactive, service-oriented individual who uses their initiative to ensure excellent service and that quality is always of a high standard
\n\tAbility to analyse and understand the industry\u2019s professional terminology
\n\tA highly honest and ethical individual who is confidential and discreet
\n\tComfortable with a corporate culture and able to conduct oneself professionally<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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