Private Client Manager at Avior Capital Markets (Pty) Ltd

Job description

• Identify, develop and source new relationships with clients through personal network and referrals, and company leads
• Identify investment opportunity within the allocated client portfolio
• Semi-annual or annual client review
• Monitor asset allocation on a quarterly basis relative to policy and goals, evaluate need to rebalance
• Review portfolio issues annually
• Taxes
• Liquidity events
• Capital calls
• Preparing investment portfolio data for client reporting relating to reviews, restructuring (as appropriate) and reporting on individual portfolios
• Consistently achieve new business targets