Portfolio Manager - Financial and Wealth Management

SUMMARY:
PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT
Utilise your certification and experience in the wealth management environment to join this busy and  dedicated team.  Must have at least 4 years experience in a similar role and  certification.
T HIS VACACNY REQUIRES EXPERIENCE AND QUALIFCATION IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT 

POSITION INFO:
Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.
Ensuring accurate and updated client information is kept at all times.