Work for one of the top Wealth Managers in South Africa!

Our client consists of leading investment and wealth management businesses in South Africa, Sub Saharan Africa, Australia and Europe. They are a specialized investment house that manages assets for affluent private individuals, charitable institutions, cultural organizations and similar entities with investable assets of more than R1 million.



Qualification:

Tertiary qualification (with Finance / Accounts) will be advantageous

Bachelor’s Degree or equivalent

Basic understanding of the Private client business and the stock-broking environment

Registered persons and traders exams, an advantage

Corporate Actions knowledge and experience will be advantageous



Skills & Experience:

Previous experience within with Private Wealth industry will be advantageous

Fully bilingual (English & Afrikaans)

Computer literacy (MS Office)

Working knowledge of X-Plan / BDA / Hermes an advantage



Job Description:

Execution and monitoring of client trades, on behalf of Portfolio Managers, on the JSE and other securities markets.

Execute orders for non-discretionary clients and achieving consistently good trade pricing in line with client instructions.

Reporting of trades to the Portfolio Managers and Clients.

Participation in the branch’s investment process and generating client orders for discretionary accounts with regard to buy levels.

At the request of Portfolio Managers; ad-hoc measurement of the internal rate of return, and/or deviation of client portfolio’s against model portfolio.