Client Investment Analyst

2 days ago


Sandton, South Africa Kamo Placements Full time

Assist senior team member with report backs to delegated clients and/or advice clients.
- Assist senior team in keeping clients updated with developments in investments.
- Maintain, service and assist on a senior team members portfolio of clients in order to add value to the clients, and to achieve client satisfaction.
- Support the deliverables associated with presentation report backs relating to economics and investment performance.
- Liaison and communication with internal departments on issues pertaining to management of the client portfolio.
- Monitoring and follow up of instructions and information requests.
- Display self-awareness and insight into areas of strength and development.
- Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered.
- Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences.

**REQUIREMENTS**

**Qualifications**:
Education and Experience
- Bachelors degree in actuarial, investments, finance, economics, etc.
- 1 - 3 years relevant experience

FAIS Fit and Proper Requirements
- No criminal record
- Class of business completed (preferred, not mandatory)
- RE5 completed (preferred, not mandatory)


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