Investment Manager Stellenbosch - Stellenbosch
Efficient Frontier Recruitment
A prominent Wealth Management firm is seeking an energetic young investment professional to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth “HNW” clients. The ideal candidate should possess a good understanding and some exposure to investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills. This role would initially be more of an Analyst and the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients, but the ideal candidate should have the right personality and attitude to grow into a fully-fledged Wealth Manager over time. Key to this role is a sparkle in the eyes and a passion for investments. Client Relationship Management Collaboration with Tax Advisors, Fiduciary Specialists, and Other External Providers Performance Reporting Task Management for Onshore and Offshore Structuring Investment Advisory Portfolio Management Market Research and Analysis Risk Management Financial Planning Digesting Market Research and Analysis B.Com, BBusSci or related degree Studying towards CFA / CFP FAIS Compliant. Some experience dealing with HNW clients. Knowledge of financial markets, investment products, structuring, and wealth management strategies. Strong analytical and quantitative skills. Attention to detail. Can-do attitude. Excellent communication and interpersonal skills.
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