Stockbroker/Trader with CFA (or completed CFA levels) and minimum 5 years’ stockbroking experience as a Relationship Manager in the financial services industry, required to manage client portfolios.

Minimum requirements:
• CFA Charter Holder preferred or have completed CFA levels
• B.Com or B.Com Hons degree in financial, economics or investment management preferred
• Minimum 5 years’ stockbroking experience essential
• Ability to source new business required
• Completed Trader’s exam (Registered Securities Trader and RPE) advantageous
• Institute of Stockbrokers membership advantageous

Responsibilities:
• Trading activities on non-managed and referral accounts
• Client interaction of correspondence re developments, i.e. research alerts, new items and corporate events
• Manage discretionary accounts – monitoring existing investments and maintaining portfolios
• Management of several diverse portfolios/mandates, recommending and implementing equity opportunities
• Ensure individual portfolios comply with client risk portfolio and mandate
• Maintain and update discretionary managed accounts
• Amendments
• Cross selling products
• Promote Securities
• Business development through relationship building
• Contribute to product and idea generation, service delivery enhancement and technology
• Grow profitability of business
• Effective management and control of discretionary assets client’s equity portfolios