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29.04.2024
Client Portfolio Analyst | Johannesburg
Johannesburg
... rPoint, Word, Outlook).Excellent written and verbal communication skills.A track record of overall integrity.Strong attention to detail.Good relationship management skills.Competencies And Behaviours:Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to ...
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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
... rPoint).Excellent report writing skills.Proficiency in Financial Needs Analysis tools.Proficiency in use of Investment Analysis tools.Professional and presentable.Own reliable transport.Interact professionally with clients and product providers.Perform under pressure.Team player.Good ...
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The Recruitment Council
01.05.2024
Chief Investment Officer | Equities | Centurion
Centurion
... rpose of the Chief Investment Officer (CIO) is to establish investment strategies and manage our flagship equity model portfolios (local and international). Furthermore, the CIO will be tasked with assisting and complementing our client’s Portfolio Management team with the view to making ...
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The Recruitment Council
01.05.2024
Junior Client Portfolio Analyst | Johannesburg
Johannesburg
... rpose: The successfulcandidate will support Portfolio Managers in Cape Town to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working ...
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The Recruitment Council
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