Stockbroker (Durban) at Montsonyana Staffing Services

Job description

• Structures portfolios to achieve client's investment objectives.
• Monitors client's investment needs and makes the appropriate portfolio adjustments
• Manage and maintain relationships with an approved client base including responsibility for ensuring that the full spectrum of products are offered to all clients
• Ensure that any reduction in the scope of mandates or decrease in limits is actioned immediately upon advice.
• Responsible for growing and improving the quality and size of client base
• Take particular care to ensure the spirit as well as the letter of the firm's ethical guidelines are met in all business dealings.
• Developing client base via direct and third party marketing
• Ensure transactions are limited to approved stocks and are within written mandates and delegated limits - at all times.

Qualifications & Experience

• A relevant tertiary qualification is essential – BCom Degree
• 5 years stockbroking, asset or portfolio management experience
• Knowledge of Broker dealing accounting systems (BDA, TALX, CATS, MAIA)
• Registered securities Trader Exams, Registred Persons Exams (RPE)