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29.04.2024
Client Portfolio Analyst | Johannesburg
Johannesburg
... airs (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 ...
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The Recruitment Council
29.04.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.Prepare statement of advice documentation as ...
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The Recruitment Council
29.04.2024
Paraplanner | Sandton
Sandton
... the company’s investments.Roles and Responsibilities:Manage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement.Prepare investment proposal documents.Review client portfolios ...
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The Recruitment Council
01.05.2024
Chief Investment Officer | Equities | Centurion
Centurion
... air the client’s Investment Committee. Investment Research: Oversee the investment research agenda and identify areas of outperformance, whether sectors or stocks, so that we outperform benchmarks. Supervise and mentor Equity Analysts complementary to the business’ investment process. ...
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The Recruitment Council
01.05.2024
Junior Client Portfolio Analyst | Johannesburg
Johannesburg
... airs (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 ...
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The Recruitment Council
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