CAPITAL CORP. SYDNEY

73 Ocean Street, New South Wales 2000, SYDNEY

Contact Person: Callum S Ansell
E: callum.aus@capital.com
P: (02) 8252 5319

WILD KEY CAPITAL

22 Guild Street, NW8 2UP,
LONDON

Contact Person: Matilda O Dunn
E: matilda.uk@capital.com
P: 070 8652 7276

LECHMERE CAPITAL

Genslerstraße 9, Berlin Schöneberg 10829, BERLIN

Contact Person: Thorsten S Kohl
E: thorsten.bl@capital.com
P: 030 62 91 92

Client Liaison and some Trading

  • Durban
  • Salary:
    280 - 320K
  • Qualifications Required:
    Relevant tertiary degree qualification in Finance (B. Comm), or near to completion
  • Experience Required:
    Must have previous experience in a stockbroking environment.

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

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