Junior Client Portfolio Analyst | Johannesburg
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- SalaryR 450 000 - R 500 000 Per Annum
- LocationJohannesburg, Gauteng, ZA
Overall Purpose: The successful candidate will support Portfolio Managers in Cape Town to manage client investment portfolios by taking the clients specific situation, the agreed mandate and the investment teams views and preferred vehicles into account. […]
Principal Elements and Accountabilities: Portfolio Management: Ensure proper take-on of new clients, collecting FICA and liaising with client service team. […]
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. […]
Investment...
Yesterday from: adzuna.co.za
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