Montsonyana Staffing Services provide recruitment services to both private and public sector clients and candidates. We provide a full turnkey approach from facilitation of recruitment, selection and posting of job adverts, response handling until successful staff placement.
We dedicate ourselves to: Excellent service delivery; Taking initiative and accounta...
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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)
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