Client Portfolio Specialist

3 days ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Title: Client Portfolio Analyst

We are seeking a talented Client Portfolio Analyst to join our prestigious Family Office in Johannesburg. As a key member of our team, you will play a crucial role in supporting Portfolio Managers in managing client investment portfolios.

Key Responsibilities:
  • Portfolio Management: Ensure proper take-on of new clients, collecting FICA and liaising with the client service team.
  • Conduct suitability assessments of clients and analyze client affairs (fact find).
  • Prepare new client reviews and proposals.
  • Prepare and oversee client implementation plans.
  • Maintain and update client lists, provide tax statements when requested, and calculate expected CGT.
  • Prepare cash flow forecasts using expected investment returns and cash needs.
  • Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary.
  • Attend client meetings, prepare meeting packs, notes, and minutes.
  • Prepare feedback to general client queries and ad hoc investment analysis requests.
  • Check monthly and quarterly reports and liaise with the reporting team on requirements.
  • Reconcile and audit client reports.
  • Prepare quarterly commentary on client portfolios.
  • Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.
Trading and Execution Support:
  • Take responsibility to ensure all trades are executed accurately and timeously.
  • Investigate trading queries.
Compliance & Risk Management:
  • Ensure that client files are properly set-up and maintained.
  • Ensure clients adhere to approved fund manager list, asset allocation targets & limits.
  • Maintain a record of client advice.
Requirements:
  • Bachelor's degree in Business, Economics, or Investment-related field.
  • Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
  • 2-3 years of relevant experience in the finance/investment industry.
Skills:
  • Strong general investment knowledge critical, i.e., economy, financial markets, asset classes, and portfolio management with a keen interest in investments.
  • MS Office (Excel, PowerPoint, Word, Outlook).
  • Excellent written and verbal communication skills.
  • A track record of overall integrity.
  • Strong attention to detail.
  • Good relationship management skills.
Competencies and Behaviours:
  • Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals.
  • Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group.
  • Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented.
  • Client-oriented: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
  • Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
  • Problem-solving & Decision making: Considers the wider consequences of each decision, gathers and analyzes information to find creative solutions.
  • Research & analysis Skills: Displays analytical, objective, and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

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