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Investment Assistant (KZN) needed at Investec

Job title : Investment Assistant (KZN)

Job Location : KwaZulu-Natal, Durban

Deadline : April 06, 2024

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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

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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