SUMMARY:
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POSITION INFO:
Investment Manager or Equity Sales Trader
Wealth Mgt business seeks astute indiv. Crucial role to provide personalised service to Private Clients on Investment offerings (retirement solutions, discretionary and non-discretionary portfolios). Manage clients investments and preserve / create wealth.
Key Duties:
• Be instrumental in executing trades in Financial Instruments (listed and non-listed) and institutional trades, forex.
• Ensure trading transactions comply with stock market terms.
• Respond promptly to clients and assist with trade queries.
• Proactively evaluate risks to minimise financial losses.
• Provide portfolio modelling, construction and maintenance.
• Compile, implement and maintain Product training material.
• Facilitate product and engagement training.
• Prepare quotations, investment reports and product related material.
• Develop meaningful insights and business intelligence reports.
• Provide input to oversight reports.
• Pro-actively monitor products (performance tracking, liquidity, corporate action etc.)
• Drive Private Client Engagement.
• Diversify client’s investments across different asset classes.
• Other duties to be discussed at interview stage.
Qualifications and Experience
• Degree. JSE Traders exam an adv.
• 5 to 10 years exp in Stockbroking / Trading environ. Equity Sales Trader.
• Good knowledge of trading in listed local and international securities.
Should you be interested in the opportunity:
• Please submit your CV via the link. You will be directed to our database, Ditto.
• For queries, contact Bev at SET on .
• Looking forward to hearing from you. No WhatsApp CVs can be accepted.
