About the position
You've got that hard earned CFA level 1 and now you just need to apply it! Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply We appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.
Your investment foundation has equipped you to know what it takes to support a Portfolio Manager in managing their clients' investments by you being the "go between" between the investment team and the Portfolio Manager. You'll be applying your technical investment administration abilities while dealing with stakeholders at all levels.
You will be the backbone for the Portfolio Manager to ensure client presentations are on point, you'll manage the onboarding of clients, sorting of FICA documents as well as conduct assessments of clients and analyse client affairs. You will maintain and update client lists, provide tax statements and calculate expected Capital Gain Tax. You will prepare new client reviews and proposals, monitor cash flow forecasting and monitor client portfolios on a regular basis. You will also infuse your vibrant organisational skills to add value to client meetings, generate reports and ensure that trades are executed flawlessly with precision and speed.
You'll be joining a well established family office wealth manager with a global reach, they have offices in Europe, the Middle East, Africa and America. They provide advisory services to families with generational wealth. You will be based in professional offices based in Melrose Johannesburg.
You will need to have gained at least 2 years of experience in the investment industry conducting administration and support to Portfolio Managers. You also need to have a completed Bachelor of Commerce in business/economics/investments related and ideally an Honours. You also need to have completed CFA level 1. You need to be fluent in English and Afrikaans to enable you to deal directly with clients.
You'll get a market related salary as well as an opportunity to join a well established, well-resourced wealth manager that can offer exposure within the industry by working with the world's leading families and wealth creators. You will also have the luxury of working from home 2 days per week.
For a confidential discussion please contact Sarah on [Phone Number Removed]; or send your CV to [Email Address Removed]
Desired Skills:
- CFA Level 1
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level & Accreditations:
- Degree
- Chartered Financial Analyst
Employer & Job Benefits:
- Hybrid work model
