Investment Specialist Business Support - Sandton
R
16000
per month
Sandton, Gauteng
Sandton,
Gauteng
more than 14 days ago
24-03-2015 11:15:01 AM
21-04-2015 11:15:01 AM
Candidate with B.Comm Finance or Investment Management degree and preferably a CFA/CFP qualification (or working towards this) AND minimum 1 year Life/LISP experience required to start asap.
Minimum requirements:
• B.Comm Finance or Investment Management – or similar, essential
• CFA/CFP - studying towards, preferred
• Advanced Excel essential
• Powerpoint
• RE essential
• Minimum 1 years Life/LSIP experience preferred
• Understanding of LISP funds and fee structures required
Responsibilities:
• Receive requests for book analysis and/or costing on individual clients
• Keep to agreed SLA to complete analysis and give feedback
• Quote and Morningstar reports
• Mail merge client information to complete application forms and transfer documents
• Complete weekly and monthly flow reports, interpret data and identify trends
• Present findings in graph format in PowerPoint
• Marketing and support to FA’s
• Liaising with Advisers through marketing call centre