Claudelle Jacobs

I consider myself a lateral thinker with a structured approach to life and my work. I am competitive and believe in self- motivation, I am also a keen team player who is eager, efficient and effective in my work. I pride myself on accuracy, being punctual and I am self- determined.

Being part of such a dynamic company would truly give me a chance to grow and put forth my full potential and work to the greatest of my ability. I value myself as being a great asset in which every direction I am put in and am a perfectionist. I am a great believer in what you sow you shall reap and if one does not put 100% in all that they do, how they would ever succeed i n anything they do.

Objective

I am looking to secure a challenging new role where my skills, knowledge and previous experience can be applied.

Key Performance Indicators

• Customer satisfaction to agreed standards
• Achievements of sales against agreed targets
• Quality of team membership/contribution
• Achievement of all individual performance standards
• Product knowledge to agreed standards
• Productivity/performance to agreed targets
• Adherence to business standards

Training

• FICA and FATCA training
• Telephonic Etiquette – Quality Assurance
• ConflictManagement
• Value and Diversity

Skills and Competencies

• Analytical skills
• Microsoft Office and related Microsoft products.
• People skills training
• Self-Management
• Interpersonal Skills
• Analytical thinking and decision making – able to analyze a broad range of data and draw accurate conclusions – seeks information from a range of sources to test own understanding of the situation
• Business and commercial awareness – understands business drivers and applies these in setting
• • •
• • • •

priorities, looks at competitor advertising to make comparisons

Relating to others – demonstrates good listening skills by responding appropriately and knows when the time is right to deal with sensitive situations

Achievement Drive – Sets priorities and established own targets and deadlines and then monitors own performance against a range of standards

Customer service – Establishes and clarifies customer’s needs and takes responsibility for action on behalf of the customer

Initiative – Contributes fully to team decision making and offers solutions to improve rather than concentrating on their underlyingproblems

Quality orientation – Takes pride in delivering high quality work and takes corrective action where necessary Self-Control – Responds calmly when challenged and quickly adjusts following setbacks

Flexibility – Balances conflicting priorities and is eager to develop new approaches in the light of changing business circumstances.

Duties

Standard Bank Stockbroking

Portfolio Manager Assistant

• Prepare Stockbroking performance analysis for Investment Overview
• Investment House view (Stockbroking monthly performance)
• Maintain Model portfolios on system/s (currently PWM and MD)
• Prepare daily client communications
• Rotational minute taking at all morning meetings, Investment Committees, Exco and other management meetings
• Dividend projections – ADHOC, quarterly and yearly
• Portfolio reviews – assist Portfolio Manager
• Performance calculations
• Source newsworthy articles for distribution to Portfolio Managers
• Assisting with monthly factsheets, forward yield calculations, net foreign flows and Preference share schedules
• Assist PM to prep for internal and external meetings
• Regulatory reporting
• Active participation and accountability on projects and risk management input on projects
• Client services – Back up to client services team
• Corporate Actions
• Client elections communicated to central ops, and sourced accordingly from clients and PM’s by due date
• Assist with payments, transfers and client queries
• Meet clients to assist with opening of accounts and ensure all new accounts opened within 24 hours
• Attend client functions, results presentations etc. as required
• Liaising with various IFA’s and other business channel stakeholders
• Robust relationships with all stakeholders