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  • Posted: Jul 7, 2017
    Deadline: Not specified
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    Avior Capital Markets (Pty) Ltd is an independent equity research firm and trading house with offices in Cape Town, Johannesburg and London, UK. We provide in-depth and insightful equity research on selected JSE-listed and Sub-Saharan Africa companies and offer trading services to institutional investors and hedge funds, both locally and abroad. We have a de...
    Read more about this company

     

    Private Client Manager

    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

     

    Method of Application

    Interested and qualified? Go to Avior Capital Markets (Pty) Ltd on www.linkedin.com to apply

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