Pfano Makhuvha MBA
About
Pfano Makhuvha MBA is from City of Johannesburg, Gauteng, South Africa. Pfano is currently Manager, Advisory Desk at Melville Douglas, located in Johannesburg, Gauteng, South Africa. In Pfano's previous role as a Advisory Investment Management , Portfolio Manager Assistant at Melville Douglas, Pfano worked in until Jul 2020. Prior to joining Melville Douglas, Pfano was a Stockbroking , Portfolio Manager Assistant at Standard Bank Group and held the position of Stockbroking , Portfolio Manager Assistant.
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Pfano Makhuvha MBA's current jobs
• Provision of customized asset management solutions and service to advisory clients. • The Advisory Manager (AM) is both the investment specialist and the client relationship manager. • The Advisory Manager to assist the Advisory Managers in the portfolio management process through co-managing Advisory client portfolios including both active portfolio management and client interaction. • Responsible for ensuring the decisions of the Investment Committee are implemented into portfolios, in conjunction with the Advisory Manager lead. • Bespoke portfolio management for private Advisory clients: aligning the clients’ requirements/mandate with the optimal asset allocation (customized asset management offering) and balanced with the client’s risk profile. • To ensure all client portfolios are managed in accordance with model portfolio. • Ensure client’s portfolio is compliant regarding regulatory & statutory requirements. • Identify where efficiencies and improvements can be achieved to improve client experience and processes.