Align individual client portfolios with model portfolios
Monitor individual portfolios and dealing with market movements and research
Obtain client instructions with regards to corporate actions, dividends etc.
Completion of new client mandates
Requirements
Minimum of 5 years relevant experience in the investment management industry (preferably with an established client base)
Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return
Post graduate degree (B.Sc., B.Com. or B.Bus.Sc.)
Relevant Regulatory exam qualification RE 5 applicable to CAT II
Understanding and knowledge of the FAIS Act.
Fully bilingual
Strong numerical orientation
Highly organized with a high level of customer focus
Accurate and detail orientated
Critical and analytical capability
Ability to perform well under pressure and show maturity, confidence and resilience
Excellent listening, communication and interpersonal skills
Pro-Active approach to work, clients, problem solving
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