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Client Analyst Cape Town
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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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU2MjY3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1243797&xid=1555_56267
Id Subtitle 1096005497
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the duties:
· The main
task of the job is to operate a coal fired boiler to generate steam that supplies
heat or power to the manufacturing plant.
Qualification
and experience:
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Knowledge
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