Private Client Stockbroking & Onboarding Specialist

RecruitMyMom; Randburg; On-site; ZAR 240,000 - 300,000; Full time

Job summary

RecruitMyMom seeks an Asset Management / Stockbroking Administrator to support private client wealth operations from Bryanston. You will handle end-to-end client onboarding, transaction processing, and reporting within a disciplined operations team on-site from 08:00 to 17:00.

Responsibilities include processing contributions, managing payments, preparing investment proposals, maintaining FICA compliance, and generating client reports.

Qualifications

• Proven experience within the private client investment or wealth management sector.
• Demonstrable working knowledge of investment reporting frameworks and operational administrative processes.
• Practical familiarity with processing transactions on linked investment service provider (LISP) platforms.
• Experience executing client onboarding and managing statutory FICA compliance documentation.

Responsibilities

• Execute complete client onboarding processes, maintenance tasks, and ongoing administration on broking platforms and linked investment service providers.
• Process investment additions, recurring contributions, and withdrawal requests across various product structures, including Retirement Annuities.
• Act as the dedicated operational contact person for private clients to address day-to-day queries and resolve administrative matters promptly.
• Compile and distribute periodic client reporting packs, including monthly portfolio statements, ad-hoc report requests, and annual tax packs.
• Prepare client feedback presentations and documentation packs to support ongoing client review meetings.
• Manage end-to-end client payment processing and withdrawal requests across banking and investment platforms.
• Assist with the preparation of client investment proposals and presentation materials.

Skills

Wealth management

Stockbroking

Client onboarding

FICA compliance

Investment reporting

On-site operations

Tools

Investec platform

Glacier platform

LISP platforms

Job description

RecruitMyMom seeks an Asset Management / Stockbroking Administrator to support private client wealth operations from Bryanston. You will handle end-to-end client onboarding, transaction processing, and reporting within a disciplined operations team on-site from 08:00 to 17:00.

Responsibilities include processing contributions, managing payments, preparing investment proposals, maintaining FICA compliance, and generating client reports.