A financial qualification is essential (e.g. B Com finance, accounting, investment management) […]
Excellent report writing skills (written communication skills) […]
Morningstar, Moneymate, Spotlight Investor, Futuresight, Portfolio tools provided by Asset Management Companies (Financial tools) […]
Prepare the necessary cash flows to ensure sustainability of income […]
Identify the clients capital & income needs in the event of death/disability/severe illness/retirement […]
Analyze & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation,...