Description:
A leading family office seeks a detail orientated Client Portfolio Analyst to ensure proper take-on of new clients, conducts suitability assessment of clients and analysis of client affairs and prepare new client reviews and proposals. Portfolio Management * Ensure proper take-on of new clients, collecting FICA and liaising with client service team * Conducts suitability assessment of clients and analysis of client affairs (fact find) * Prepare new client reviews and proposals * Prepare and oversee client implementation plans * Maintain and update client lists, provide tax statements when requested and calculate expected CGT * Prepare cash flow forecasts using expected investment returns and cash needs * Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary * Attend client meetings, prepare meeting packs, notes and minutes * Prepare feedback to general client queries and ad hoc investment analysis requests * Check monthly and quarterly reports and liaise with reporting team on requirements * Reconcile and audit client reports * Prepare quarterly commentary on client portfolios * Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files Trading and execution support * Take responsibility to ensure all trades are executed accurately and timeously * Investigate trading queries Compliance & Risk Management * Ensure that client files are properly set-up and maintained * Ensure clients adhere to approved fund manager list, asset allocation targets & limits * Maintain record of client advice * Business, Economics or Investment related degree, preferably with Honors * Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous * 2-3 years of relevant experience in the finance / investment industry Salary up to R480 000 CTC * Business, Economics or Investment related degree, preferably with Honors * Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous * 2-3 years of relevant experience in the finance / investment industry
15 May 2022;
from:
gumtree.co.za