Job Description: 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: Support wealth managers by presenting to clients on the status of their portfolio and other investment related items Apply decisions taken at Investment Strategy Committee to individual client portfolios where applicable by transacting on them. 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 Resolve investment issues raised by the client by examining their concerns providing feedback Build professional relationships through participating in client/ Bank functions. 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. Job Requirements: Applied Learning Building Customer Loyalty Principles of financial management Principles of project management Relevant regulatory knowledge Collaborating Communication Qualification & Experience: 5-10 years in a similar environment Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Chartered Accountant CA(SA), Chartered Financial Advisor (CFA), Honours degree in Finance Job Details: Company: Nedbank Vacancy Type: Full Time Job Location: Cape Town, Western Cape, SA Application Deadline: N/A Apply Here Vacancieshut.com
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