Overview
Client Investment Analyst Jobs in Sandton, Gauteng, South Africa at Alexforbes
Title: Client Investment Analyst
Company: Alexforbes
Location: Sandton, Gauteng, South Africa
Designation: PP4342 – Client Investment Analyst
Category: Investments Consulting – OF2302
Posted by: Alexander Forbes
Posted on: 25 Apr 2025
Closing date: 05 May 2025
Location: Sandton
Purpose Of The Job
Provide support to senior staff of Alexander Forbes Investments’ Delegated solutions team for their client reportbacks, as well as to senior and principal consultants on Advisory clients. Contribute to the profitability of Alexander Forbes by providing a professional, quality service to clients; client satisfaction, retention and expansion; keeping abreast of developments in industry; ensuring at all times that Alexander Forbes’ standards are maintained
Overview
Client Relationships
Assist senior team member with report backs to delegated clients and/or advice clients
Assist senior team in keeping clients updated with developments in investments
Assist senior team in ensuring that clients understand the nature of the portfolios in which they are invested
Developing relationships with all clients
Following up queries and resolving problems of clients
Regular communication and correspondence with clients, both formal and informal
Ensuring timeous response to client queries and requests
Maintaining existing client base
Liaising with investment team members when necessary
Keeping abreast of all investments developments / self-development
Delivering of service and commitments to the client
Remaining client focused at all times
Support of Senior staff and their client work
Maintain, service and assist on a senior team members’ portfolio of clients to add value to the clients, and to achieve client satisfaction
Support the deliverables associated with presentation report backs relating to economics and investment performance
Act as the interface between the client and other internal departments
Ensure that all FAIS requirements are met when advising and providing intermediary services to clients
Getting input from internal contacts
Getting internal input to ensure ultimate client service and attainment of client objectives
Liaison and communication with internal departments on issues on management of the client portfolio
Ensuring tasks are completed to satisfaction
Monitoring and follow-up of instructions and information requests
Self-development
Display self-awareness and insight into areas of strength and development
TCF
Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered
Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences
Requirement
Bachelor’s Degree: Actuarial, financial services and investments
1 – 3 Years of working knowledge of investments within the financial services industry
RE5
