Client Portfolio Analyst

Reference: DB 6623

Consultant:  Dorei Barnes

Description:

• 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

• Take responsibility to ensure all trades are executed accurately and timeously

• Investigate trading queries

• 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

Qualifications:

• 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

• Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments

• MS Office (Excel, Power Point, Word, Outlook)

• Excellent written and verbal communication skills

• A track record of overall integrity

• Strong attention to detail and

• Good relationship management skills

How to Apply:

  • Email your comprehensive CV to exceedhr@exceed.co.za.
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered to avoid duplicity on our system.
  • We reserve the right to only conduct interviews with candidates of choice.
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

To apply for this job email your details to exceedhr@exceed.co.za