RELATIONSHIPS
This role forms part of the Investment Management Team based in the Johannesburg office also has a strong working relationship with the Investment team in Cape Town. Other working relationships Relationship Managers, external investment managers and linked investment service providers.
OVERALL Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The
WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office also has a strong working relationship with the Investment team in Cape Town. Other working relationships Relationship Managers, external investment managers and linked investment service providers. OVERALL PURPOSE Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client's specific situation situation, the agreed mandate and the investment team's views and preferred vehicles into account. The
a BCom, BusSc
that manages more than US$1 billion worth of investment portfolios - over the past 15 years. As a Private responsibilities include: Finance modelling. Conducting investment opportunity analysis. Reporting to stakeholders stakeholders Valuations Structuring and management of investments through build a strong pipeline. Requirements: of experience in a seasoned corporate finance, investment management, merchant banking, or private equity
that manages more than US$1 billion worth of investment portfolios - over the past 15 years. As a Private responsibilities include: Finance modelling. Conducting investment opportunity analysis. Reporting to stakeholders stakeholders Valuations Structuring and management of investments through build a strong pipeline. Requirements: of experience in a seasoned corporate finance, investment management, merchant banking, or private equity
clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position
understanding of investment products, legislative requirements relating to investments and retirement,
Product Knowledge
Full understanding of Investment Products, including but not limited to:
-
/>- Discretionary investments
- Endowments
- Tax free savings investments
2. Value
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will involve analyzing financial data, providing investment advice, and ensuring compliance with regulatory assess their financial goals, risk tolerance, and investment preferences. Collect and analyze financial data develop customized financial plans. Recommend investment strategies, taking into account clients' financial by assisting clients with investment transactions. Monitor clients' investment portfolios and make adjustments Strong knowledge of financial planning principles, investment products, and tax strategies. Familiarity with
will involve analyzing financial data, providing investment advice, and ensuring compliance with regulatory assess their financial goals, risk tolerance, and investment preferences. Collect and analyze financial data develop customized financial plans. Recommend investment strategies, taking into account clients' financial by assisting clients with investment transactions. Monitor clients' investment portfolios and make adjustments Strong knowledge of financial planning principles, investment products, and tax strategies. Familiarity with
clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position
prospective clients, with the primary focus on investments and retirement funds.
Duties include
Administration Knowledge
o Full understanding of Investment Product administration, including but not limited
/>- Discretionary investments
- Endowments
- Tax free savings investments
3. New business
/>o Matric
o Min 2 years Experience in investment administration will be an advantage.
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