Salary ZAR600000 - ZAR900000 per annum
Consultant Kirsten Carabott
Date posted 15 March 2019 2019-03-152019-05-14 financial-services Johannesburg Gauteng 114 Oxford Rd, Rosebank, Johannesburg, 2198 ZA 2198 ZAR 600000 900000 900000 YEAR Robert Walters https://www.robertwalters.co.za
A diverse Multi- Management Investment Firm is currently looking for an Investment Consultant to manage their standalone fund strategy implementations.
This role offers an opportunity to be client facing in a high net worth portfolio of funds, leveraging off the current investment team to manage client investment strategies and develop the organisation fund portfolio further.
Key responsibilities in the Investment Consultant role include:
- Manage fund investment strategy implementations accurately.
- Draft and review the clients IPS's annually based on group best view IPS.
- Manage clients investments strategy design based on the groups investment philosophy and process.
- Coordinate and draft investment strategy reviews, client investment presentations and attend client meetings to deliver investment performance reviews.
- Ensure clients comply with the groups AML and FAIS disclosure policies.
A successful application in the Investment Consultant role will include:
- 4 Years of relevant experience working in Investment Consulting, Single Fund Management, Client Portfolio Management or similar.
- Degree ina relevant subject (B.Comm Investments, Econometrix, BSC Maths/Stats, CFA or MBA)
- Must be able to demonstrate a proactive approach to work and proven ability to face off with clients.
- Applicable RE examinations and adherence to fit proper requirements of an FSP. If you are interested and meet the requirement - please click to apply!