OVERALL PURPOSE The candidate will be responsible for managing the global - and local multi-asset investment portfolios of high net worth clients.
This requires an in-depth technical knowledge of onshore, and offshore financial markets and products.The individual is required to leverage the company network to drive new business development in the Winelands area and identify opportunities to refer business to other service lines across the Group.
REPORTING RELATIONSHIPS The role reports to the Head of Investment Client Management in SA.
WORKING RELATIONSHIPS This role requires strong working relationships with the Investment Management team in Cape Town, Stellenbosch, Johannesburg and London.
It is further required that strong relationships are built within the broader team - at all levels, across geographies.Externally the role requires regular interaction and close relationships with existing/potential clients, as well as business introducers.
PRINCIPAL ELEMENTS and ACCOUNTABILITIES ?
Live the Company values and Investment Team values.?
Diligently manage the investment portfolios of high net worth clients.?
Develop and maintain an in depth understanding of clients' needs, portfolios, activity.?
Conduct periodic analysis and review of client affairs.?
New business development as part of agreed annual team objectives.?
Regular communication with client base to develop/foster strong working relationships.?
Attend investment committee meetings by invitation, where you are expected to comprehend and contribute towards the defined investment strategy.?
Coordinate the take-on of new clients and ensure all compliance requirements are met.?
Draft and oversee investment implementation plans to completion.?
Adhere to the operating procedures of the business.?
Ensure compliance with regulatory requirements in relevant target markets and jurisdictions.?
Proactive, timeous, excellent client service.?
Assist Head of Client Management/Investment Management to allow for the creation of new strategies and improved business development.?
Actively participate in the overall investment process.
QUALIFICATIONS AND EXPERIENCE ?
Degree in Finance, Investments or related - CFA Charterholder or at least CFA candidate?
5+ years' experience in the investment industry.?
Experience in analyzing/managing offshore and onshore multi-asset class portfolios for private clients.?
FAIS registered representative.
COMPETENCIES AND BEHAVIOURS ?
Strong organizational skills: Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals.
Can work well under pressure and time constraints.?
Leadership, self-motivation, positive attitude: Ability to take leadership/ownership when required and to solve problems constructively and with a positive attitude.?
Teamwork: Supports and works towards team goals, shares information, is helpful and co?operative, works effectively with people outside immediate team and within the wider group.
