What will you do?
Client reviews and performance
Portfolio Implementation
Modelling of client portfolios
Portfolio construction and implementation
Trading
Execute local and offshore trades
Equities, bonds, FX and Unit Trusts
Oversee Corporate Actions
Ad hoc portfolio manager and client requests
What will make you successful in this role?
Passion for the markets
Client Interaction / Client Centricity
Portfolio Management
Strong administration
Strong attention to detail
Qualifications and experience
B. Com/ B. Com Honours
Trader's exam
An understanding of the Private Client business and the stock-broking environment
Knowledge and skills
Previous experience within Private Wealth industry will be advantageous
Working knowledge of X-Plan and BDA an advantage
Digital literacy
Excellent numerical acumen
Personal qualities
Strong numerical orientation
Highly organized with a high level of customer focus
Accurate and detail orientated
Critical and analytical capability
Ability to perform well under pressure and show maturity, confidence and resilience
Excellent listening, communication and interpersonal skills
Pro-Active approach to work, clients, problem solving
Learning agility and curiosity
Assertive
Passionate ownership for results