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COMPANY: SASFIN SECURITIES

DIVISION: Wealth

JOB TITLE: Junior Portfolio Manager

MANAGER: Branch Manager: Cape Town

LOCATION: Foreshore, Cape Town

 

MAIN PURPOSE OF THE JOB

Form part of a team that services and manages portfolios for high-net worth clients and advises, services and manages portfolios for such clients.

 

KEY AREAS OF RESPONSIBILITY

  • To grow and develop the existing client base in Cape Town, through the maintenance of existing clients and the development of new avenues for business.

  • Client liaison

  • Trading on the JSE

 

DESCRIPTION OF TASKS

  • Maintain contact databases of new and existing clients as well as building relationships with potential clients

  • Grow the existing client base for the branch

  • An understanding of global/country/company trends in relation to economic environments

  • Preparing investment proposals for clients

  • Market reporting to clients

  • Maintenance of contact databases

  • Trading on JSE

  • Maintain admin related to trading

  • Assisting with any client queries

  • Give regular feedback to clients regarding progress on transactions

  • Client meetings

  • Any other duties that may be required from time to time

 

SKILLS / PERSONAL ATTRIBUTES REQUIRED

  • Qualifications: Relevant tertiary qualification (B.Com)

  • Passed the JSE registered Person and Traders Exams

  • Minimum two years working experience in the stockbroking environment

  • Strong computer skills – sound working knowledge of Windows 7 and Microsoft Office 2013 (Excel, Outlook, Word and PowerPoint)

  • Experience in utilising the JSE's BDA system

  • Experience in utilising trading programmes e.g. TradeCIS

  • Able to utilise Peresys – See More Markets, Reuters, Bloomberg; I-Net

  • Confident communicating with clients

  • Excellent presentation skills

  • Excellent communication skills, written and verbal

  • Fully Bilingual (Afrikaans & English)

  • Extremely client service orientated

  • Own reliable transport (valid driver’s license)

  • A passion/keen interest in stock markets

  • Friendly and good telephone manner

  • Professional and well groomed

  • Attentive to detail

  • Numeric competency and accuracy

  • Excellent time-management skills - use initiative and able to manage and prioritise your workload

  • Must have the ability to work effectively in a multi-functional environment

  • Hands on, able to work under pressure, and handle a high volume of work

  • Must be able to work in an open plan office environment

  • Must be able to identify problem areas within the work processes and suggest new ones if necessary

  • Excellent inter-personal skills - ability to work effectively with a team of people

  • While the position will involve some routine functions the candidate should be flexible and be willing and able to perform functions outside of the above job description within reason

  • Able to work overtime to meet deadlines

  • Able to resolve issues promptly

  • Able to present market reports on both radio and/or TV

  • Must be willing to travel

 

 

REMUNERATION

Market-related, based on total Cost to Company

 

Interested applicants can forward their CV by no later than 02 March 2017.

*Please consider your application unsuccessful if you have not received a response within 2 weeks of submission.


  

COMPANY: SASFIN SECURITIES

DIVISION: Wealth

JOB TITLE: Portfolio Manager

MANAGER: Branch Manager: Cape Town

LOCATION: Foreshore, Cape Town

 

MAIN PURPOSE OF THE JOB

Form part of the Cape Town branch that advises, services and manages portfolios for high net worth clients. Generate additional income for the division. Client Liaison and JSE trading.

 

KEY AREAS OF RESPONSIBILITY

  • Management of discretionary private client portfolios

  • Provision of service and advice to deal and advisory clients

  • Continuous monitoring of global/country/company/economic trends and company specific valuation and price changes

  • Enhancement of existing relationship with clients as well as keen focus on the development of new business flows into discretionary portfolio management

  • Preparing investment proposals for clients

  • Market reporting to clients

  • Maintenance of contact databases

  • Trading on JSE

  • Maintain admin related to trading

  • Assisting with any client queries

  • Client meetings

  • Any other duties that may be required from time to time

 

 

SKILLS / PERSONAL ATTRIBUTES REQUIRED

  • Qualifications: relevant tertiary qualification

  • Passed the JSE registered Person and Traders Exams

  • Completed all RPE exams for equities, bonds and money market

  • Minimum three years previous experience in managing private client equity portfolios on a discretionary basis

  • Accurate understanding of companies/markets

  • Passion/interest in stock markets

  • Strong computer skills – particularly a working knowledge of Microsoft Office and equity trading systems

  • Numeric competency and accuracy

  • Professional and well presented

  • Confident when speaking with clients

  • Must have initiative and the ability to manage and prioritise own workload

  • Ability to identify problem areas within the work processes and suggest new ones if necessary

  • Must be neat and pay attention to detail

  • Friendly and polite telephone manner

  • While the position will involve some routine functions the candidate should be flexible and be willing and able to perform functions outside of the above job description

  • Time-management skills

  • Excellent inter-personal skills

  • Must be willing to work independently

  • Must be able to work under pressure

  • Excellent communication skills

  • Able to present market reports on both radio and/or TV

  • Must be willing to travel

 

 

REMUNERATION

Market-related, based on total Cost to Company.

 

Interested applicants can forward their CV by no later than 02 March 2017.

*Please consider your application unsuccessful if you have not received a response within 2 weeks of submission.


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