Client Analyst Johannesburg - Johannesburg
Capital Assignments
Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration with the Investment team ensures effective portfolio management. 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 MUST speak Afrikaans Fluently
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