To execute trades for Portfolio Managers as well as deal and execution clients. To assist with overall administration and queries.
The role is 90% client liaison and 10% Trading
KEY AREAS OF RESPONSIBILITY
Trader/ Client Facing
• Deal and execute trading including share incentive accounts
• Client reporting
• Arbitrage & reporting, currency trades execution
• Trade reporting to clients
• Serve as back up to Portfolio Managers
• Ensure timeous distribution of research to Portfolio Managers
Client Liaison
• Respond to client queries – financial & scrip
• Assist clients with CGT and historical data queries
• Individuals/ Estate Late FICA and mandates
• Discuss markets/stocks with deal and execution clients
• Process currency applications
• Attend to Offshore queries
• Portfolio reporting, and proposal preparation
Control & Administration
• Perform daily payment reconciliations
• Process branch payments as a backup to the payment team
• Maintenance of contact databases and research distribution lists
• Maintain admin related to trading
• Control – end of day allocations / splitting of brokers notes
• Perform administration relating to:
o Estate valuations
o Unit trusts
o Corporate events
• Ensure that the telephone recording system is fully functional at all times
• Perform any other duties that may be required from time to time
To apply for this job email your details to hr@belmar.co.za
