Portfolio Manager Assistant (Stellenbosch)

About the role

The Portfolio Manager Assistant will support the Portfolio Manager in delivering high‑quality wealth‑management services to high‑net‑worth clients in Stellenbosch. This role involves handling client queries, processing documentation, and ensuring smooth administrative operations.

Key responsibilities

• Proactively manage client, intermediary and third‑party manager queries and process requests such as portfolio queries, tax reports, and fees.
• Collate corporate actions, private placements, client payment information, share transfer details, cash journal data and onboarding documents.
• Screen new clients against sanction lists, submit cash receipts, and provide clear instructions to the Central Admin Hub.
• Handle trade allocation, prepare score and monthly management fee reports, monitor safe‑custody fees and debit lists, and manage the Portfolio Manager’s diary.
• Prepare information packs for meetings and follow up on at‑home positions.

Required profile

• Experience within the private‑wealth or financial services industry, preferably in a stock‑broking environment.
• Bachelor of Commerce degree (registered person exam advantageous).
• High level of accuracy, strong numerical orientation and excellent communication skills.

Required skills

• MS Office
• Financial systems
• BDA