Client Portfolio Analyst | Johannesburg

• Ensure proper take-on of new clients, collecting FICA and liaising with the client service team.
• Conducts suitability assessment of clients and analysis of client affairs (fact find).
• Prepare new client reviews and proposals.
• Prepare and oversee client implementation plans.
• Maintain and update client lists, provide tax statements when requested and calculate expected CGT.
• Prepare cash flow forecasts using expected investment returns and cash needs.
• Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary.
• Attend client meetings, prepare meeting packs, notes and minutes.
• Prepare feedback to general client queries and ad hoc investment analysis requests.
• Check monthly and quarterly reports and liaise with the reporting team on requirements.
• Reconcile and audit client reports.
• Prepare quarterly commentary on client portfolios.
• Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.

• Take responsibility to ensure all trades are executed accurately and timeously.
• Investigate trading queries.

• Ensure that client files are properly set-up and maintained.
• Ensure clients adhere to approved fund manager list, asset allocation targets & limits.
• Maintain a record of client advice.

• 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.

• Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments.
• MS Office (Excel, PowerPoint, Word, Outlook).
• Excellent written and verbal communication skills.
• A track record of overall integrity.
• Strong attention to detail.
• Good relationship management skills.

• Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals.
• Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group.
• Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented.
• Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
• Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
• Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.
• Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

The Recruitment Council