22 Apr Portfolio Administrator – Montrose, PMB- R16-18000
Pietermaritzburg Wealth & Risk consultants require a mature and experienced Portfolio who will be responsible for their client’s investment portfolio, researching and selecting the products and industries for their portfolio. Duties will include gathering and compiling policy information, updating and reporting on clients portfolios. Applicants should live in the surrounding areas, have their matric and at least 5 years of experience as a Portfolio Administrator in a Wealth & Risk Management Firm. Preference will be given to candidates that are available immediately.
- What is your name?
- What is your telephone number?
- What is your highest level of education?
- What area do you live in?
- How many years experience do you in the Wealth & Risk Industry?
- How many years experience do you in Portfolio Administration?
- What was your last salary?
- What salary do you require?
- Have you ever attended an interview with RESOURCE recruitment?
