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29.04.2024
Client Portfolio Analyst | Johannesburg
Johannesburg
... Management: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 ...
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The Recruitment Council
29.04.2024
Paraplanner | Pretoria
Pretoria
... management documents, in-line with 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 ...
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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
... Management team with the view to making recommendations as to acquire, dispose or hold investments based on empirical research. Key Outputs: Investment Strategy: Provides input and management oversight of investment strategy formulation to ensure the business is supported by the appropriate ...
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The Recruitment Council
01.05.2024
Junior Client Portfolio Analyst | Johannesburg
Johannesburg
... Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment managers and linked investment service providers. Overall Purpose: The ...
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The Recruitment Council
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