Portfolio Assistant - - Cape Town City Centre

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.

Key Responsibilities:

Assist portfolio managers in the day-to-day management of client portfolios.
Monitor portfolio performance and assist in the preparation of client reports.
Maintain accurate records of client transactions and portfolio holdings.
Coordinate with internal teams to ensure timely execution of client requests.
Stay informed about market trends, economic indicators, and regulatory changes affecting client portfolios.

Requirements: