Job Purpose

Deliver investment advice; performance and service relative to applicable benchmarks through the application of research generated ideas to private client portfolios with the aim of delivering investment objectives.

Job Responsibilities

• Participate in the Investment Strategy Committee meeting- put forward investment views with regard to asset allocation and buying / selling shares and other financial instruments for discussion and debate
• Apply decisions taken at Investment Strategy Committee to individual client portfolios where applicable by transacting on them.
• Ongoing review of client portfolios through checking relative to investment objectives and relevant benchmarks
• Provide considered changes to client portfolios within the framework of clients’ needs and objectives through transacting in financial instruments.
• Ensure that all considered changes are in accordance with the house view through execution in order to achieve investment outcomes in line with mandate objectives.
• Support wealth managers by presenting to clients on the status of their portfolio and other investment related items
• Build professional relationships through participating in client/ Bank functions.
• Resolve investment issues raised by the client by examining their concerns providing feedback
• Participate in creating a culture of idea generation, continuous learning and shared knowledge.
• Identify training courses and career progression for self through input and feedback from leadership.

People Specification

Essential Qualifications – NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Chartered Financial Analyst (CFA), or currently studying therein.
• CA(SA)
• Honours or higher degree in Finance

Essential Certifications

• Certified Financial Planner (CFP)

Preferred Certifications

Minimum Experience Level

• 2-5 years in a similar environment

Technical / Professional Knowledge

• Business terms and definitions
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge

Behavioural Competencies

• Applied Learning
• Building Customer Loyalty
• Communication
• Collaborating
• Decision Making
• Managing Work
• Technical/Professional Knowledge and Skills