Client portfolio analyst

Working Relationships

This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.

Overall Purpose

The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

Principal Elements & Accountabilities Ensure proper take-on of new clients, collecting FICA and liaising with client service team Conducts suitability assessment of clients and analysis of client affairs (fact find) Prepare new client reviews and proposals Prepare and oversee clie...