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Investment Analyst

Vacancy Details

Reference No.

PP1-43084

Synopsis

A boutique wealth management organisation has a rare opportunity for an individual who is driven, enjoys interacting with clients and enthusiastic. The potential incumbent will primarily provide analytical and technical support to the wealth team management.

Description

  • Analyse prospective client portfolios.
  • Compile new business proposals.
  • Optimise outcomes from a tax efficiency perspective.
  • Present analyses at client meetings.
  • Investment and fund manager analyses.

Requirements

  • Relevant Bcom Degree.
  • CA(SA), CFA or CFP certification.
  • Few years’ experience in wealth management.
  • Estate planning and family office expertise would be an added advantage.

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type

Permanent

Work Level

Mid-Level

Salary

Market Related

Industry

Banking/Finance And Investment

Salary Type

Annually

Package

Cost To Company

Affirmative Action

Yes

Geographic Location

Gauteng - JHB North