About the position
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills 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 For a confidential discussion please Claudette on [Phone Number Removed]; or send your CV to [Email Address Removed] 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.
You've gained solid experience as an Investment Analyst, as passionate as you are about investments and research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios.
You'll play a pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting suitability assessments and preparing client reviews to monitoring portfolios and providing ad hoc investment analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety and challenges this role offers, working closely with a dedicated team to deliver exceptional service and results.
You'll be joining a leading investment management firm/family office based in Melrose, Johannesburg, renowned for its commitment to excellence and client-centric approach. With a strong presence in the financial industry, our client prides itself on fostering a collaborative and supportive culture where employees are encouraged to grow and succeed. You'll get to join a team that values integrity, professionalism, and innovation, and make your mark in the world of finance.
You'll need a completed investment related degree, preferably with honors, along with a minimum of 4 years' experience working as an Analyst. CFP or CFA is highly advantageous. Due to the clients you will be working with, you need to be fluent in Afrikaans and English.
You'll get a market-related salary as well as an opportunity to join a well-established, well-resourced wealth manager who offers a supportive work environment where your contributions are valued and recognized. This opportunity also comes with the hybrid working option.
Desired Skills:
- Attention to detail
- Relationship management skills
- Excellent written an verbal communication skills
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
