Portfolio Performance Analyst

6 days ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

Deliver Exceptional Service to High-Net-Worth Clients

About The Role:

The Recruitment Council is seeking a highly motivated Portfolio Performance Analyst to join our team of financial professionals.

Key Responsibilities:

  • Build strong relationships with clients through effective communication and engagement.
  • Conduct thorough portfolio reviews and present financial performance updates to clients.
  • Craft compelling proposals that meet clients' unique financial needs and goals.
  • Provide comprehensive support to Wealth Managers, including meeting preparation, research, and report drafting.
  • Stay up-to-date on financial products, strategies, and risk management solutions.

Requirements:

  • Bachelor's degree in finance or a related field.
  • 5+ years of experience in wealth management.
  • Strong analytical and quantitative skills.
  • Excellent communication and interpersonal abilities.
  • Proficient in Microsoft Office Suite, Bloomberg, and/or Morningstar.
  • Exceptional project management skills.


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