follow through completely and ensure execution across our model and clients' portfolios. Ensure that the companies an investment into a security on behalf of its client. Involves the primary use of fundamental valuation Efficiency measures of a company in relation to the market, its peers and its history. Evaluate long term (newspapers/Bloomberg etc), Economic data released, Market update. Ensure that you are adequately prepared meeting. Ensure that you follow up and successfully execute the action points agreed in the meetings. Strategic
will be to manage and grow their portfolio of clients while providing financial planning advice. To generate generate leads, set up appointments, meet clients and close the deal. To do an investment needs analysis and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis assist with ad hoc marketing drives in your region. To effectively service your clients that may be in other travelling may be required Flexibility is required as clients from time to time request consultations outside
that all clients are invested in line with its respective model portfolio taking any client specific liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios legislation, mandates and internal trading rules. Management of broker and service provider relationships including and disinvestment requests. Daily pre and post trade compliance reporting. Ensure use of Statpro system exceptions noted by the system daily. Daily financial market report Communicate effectively with the Investment
that all clients are invested in line with its respective model portfolio taking any client specific liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios legislation, mandates and internal trading rules. Management of broker and service provider relationships including and disinvestment requests. Daily pre and post trade compliance reporting. Ensure use of Statpro system exceptions noted by the system daily. Daily financial market report Communicate effectively with the Investment
will be to manage and grow their portfolio of clients while providing financial planning advice. To generate generate leads, set up appointments, meet clients and close the deal. To do an investment needs analysis and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis assist with ad hoc marketing drives in your region. To effectively service your clients that may be in other travelling may be required Flexibility is required as clients from time to time request consultations outside
follow through completely and ensure execution across our model and clients' portfolios. Ensure that the companies an investment into a security on behalf of its client. Involves the primary use of fundamental valuation Efficiency measures of a company in relation to the market, its peers and its history. Evaluate long term (newspapers/Bloomberg etc), Economic data released, Market update. Ensure that you are adequately prepared meeting. Ensure that you follow up and successfully execute the action points agreed in the meetings. Strategic
both internal and external audits are planned and executed properly. Ensure that all related tax and statutory compilation of statistics including internal and market analysis, preparation of regular management reports