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Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth. Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs we are able to draw on a rich array of in-house experience ...
OVERALL PURPOSE
The primary purpose of the role is to support Portfolio Managers across both offices to manage the support needs and administration needs of the client managers as well as the portfolio analysts. This role will have a close working relationship with the investment team.
WORKING RELATIONSHIPS
This role reports to the Head of Investment Accounting - South Africa, situated in Cape Town and has a strong working relationship with the Investment team across both offices. Other working relationships include general Stonehage Fleming Relationship Managers in both Cape Town and Johannesburg and linked investment service providers.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
QUALIFICATIONS AND EXPERIENCE
SKILLS
COMPETENCIES AND BEHAVIOURS
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