Investment Consultant

Short Job Description: 

An established company that provides investment decision support is looking for an Investment Consultant to provide a high standard of client service to a range of institutional asset owners, which include pension and provident funds, medical aids, and trusts.  This job may be done on a part-time, flexi-time basis.

Where will the candidate work from, if not home based? (Town/Suburb or state work-from-home): 
Sandton, Gauteng
Select which one of these best describes the role: 
Flexible working hours
Main area of expertise for this position: 
Account/Relationship Manager - Investments & Insurance
Analyst - Investments and Insurance
Required Qualification: 
BComm or higher investment degree, like Investment-related Quants, Economics, Actuarial, etc FAIS compliant Must have RE5 with completed Supervision in Cat 1 CFA, CA, CFP or relevant qualification preferred
Required computer program skills: 
MS office, Powerpoint
Estimated hours: 
Remuneration in ZAR: 
Remuneration term: 
Job posting date: 
Tuesday, June 30, 2020
Full Job Description: 
  • Deliverables range from day-to-day client services management work which includes service delivery, management of client expectations, guiding team members, continuous monitoring and structuring of the client’s portfolio and regular client communication through report-back presentations.
  • Minimum of 6 - 8 years total in the investment/asset management industry doing portfolio structuring, asset allocation, multi-management, giving investment advice to Private and/or Institutional clients
  • Have presented at client meetings and comfortable presenting on financial markets, investment performance, and other investment-related feedback. 
  • Worked for another asset consultant / multi-manager / investment manager / stockbroker / bank
  • Has a good understanding of the financial markets and the ability to communicate the latest developments in these in client presentations and discussion.
  • Solid working knowledge of investment concepts such as understanding asset allocation, ALM concepts, manager research, manager styles, portfolio construction and risk of the asset classes
  • Ability to present, hold and read an audience
  • Create solutions for a wide range of client requirements
  • Take responsibility for and own the delivery to clients & guide/train / support other members of the client team
  • Full ownership of every client “project plan” and overall responsibility for the client team
  • Create integrated and quality solutions for clients through collaboration with other service lines
  • Interpret and translate client requirements into results, together with Senior Consultant where relevant
  • Tailor houseview requirements to client needs, monitor client portfolios
  • Prepare comprehensive documents and presentations for clients
  • Review documents, presentations and reports prepared by client team, provide inputs, guidance and finalise submissions 
  • Speak at conferences / seminars as required
  • Liaise with asset managers and other service providers
  • Provide training to client and explain concepts to different levels of understanding (trustee and member training)
  • Provide guidance on outputs, education, and training for client team 
  • Guide client team on all client deliverables which includes providing guidance on outputs and education/training
  • Collaborate with Senior Consultant on the direction of outputs for clients, sign-off on outputs, obtain strategy input
  • Understand investment mandates and terms and be able to explain to the client accordingly; terms and concepts like ALM and liability-driven investing, strategic asset allocation, rebalancing strategies, benchmarks and manager styles
  • Strong presenting skills, ability to manage difficult questions and deal with Boards of Trustees
  • Client-centric attitude
  • Strong project management skills across the teams
  • Ability to market, network and cross-sell solutions
  • Quantitative ability in terms of performance and risk calculations
  • Sound and broad technical investment knowledge
  • Understand operational and admin tasks relating to the client including fee structures 
  • Strong communication skills – oral, written, presenting, listening.
  • Courteous, flexible, ethical, honest, high interpersonal skills, positive and professional
  • High level of self-awareness and emotional intelligence
  • Dedicated to getting the job done, hardworking, resourceful, self-disciplined and conscientious
  • Team player with ability and passion to develop skillset of junior staff
Application process:
Before applying check that your CV is comprehensive and that the roles and responsibilities demonstrate your capabilities and experience rather than a list of tasks. Always write in full sentences. You have up to 12 places of previous employment to demonstrate your skills, use as many as you feel are required but always include more than one. Write a motivational email explaining why you should be considered for the role. The motivational email will be seen before the CV and is submitted to the client with the CV. If you have not heard back within 14-21 days please assume the application was not successful.

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