Consolidation of monthly and quarterly Portfolio reviews for clientele, primarily auditing between their balance sheets, cash flow statements and income statements. Asset allocation of stock portfolios-local and offshore, collective investments-local and offshore and other wealth products from different platforms. Sending out monthly Psg Wealth in house wrap funds to advisers. Analysis of fund selection within PSG Wealth global and local wrap funds Liasion between client and… Show more Consolidation of monthly and quarterly Portfolio reviews for clientele, primarily auditing between their balance sheets, cash flow statements and income statements. Asset allocation of stock portfolios-local and offshore, collective investments-local and offshore and other wealth products from different platforms. Sending out monthly Psg Wealth in house wrap funds to advisers. Analysis of fund selection within PSG Wealth global and local wrap funds Liasion between client and asset managers. Show less

I serviced existing and potential clients. Resolved internal and external queries from clients such as statement requests, investmebt information and following up on new business unit purchases and unit redemptions (sales).Assisted and followed up on client/advisor instructions in progress. Assisted clients, brokers and wealth bankers with Web queries, quotes, processes,business rules and procedures. I learnt a lot about working under pressure and believe this is where I refined my… Show more I serviced existing and potential clients. Resolved internal and external queries from clients such as statement requests, investmebt information and following up on new business unit purchases and unit redemptions (sales).Assisted and followed up on client/advisor instructions in progress. Assisted clients, brokers and wealth bankers with Web queries, quotes, processes,business rules and procedures. I learnt a lot about working under pressure and believe this is where I refined my communication and Interpersonal skills and gained raw experience about the corporate environment, particularly financial services. Serving envjronment also taught me how to work and deliver whilst being under pressure STANLIB's large catalogue gave me exposure to the behaviour of the different financial asset classes and the rational of investors both from client and portfolio manager perspectives. Show less

I dealt with sales, client queries, Merchandising and stock taking.