Senior Investment Consultant
20 hours ago
Position: Senior Investment Consultant
Location: Western Cape
Experience Required: Multi-manager experience and 3+ years of management
Salary: Competitive, based on experience
Key Responsibilities:
- Develop and implement investment strategies with a focus on multi-manager portfolios.
- Lead and manage a team of junior consultants, ensuring performance and growth.
- Provide consulting services to a wide range of clients, including high-net-worth individuals, institutional investors, and corporate clients.
- Conduct comprehensive portfolio reviews and provide tailored investment advice.
- Collaborate with internal teams to optimize asset allocation, risk management, and portfolio performance.
- Stay updated with market trends, economic indicators, and industry developments to provide insightful investment recommendations.
- Prepare and present reports to clients, explaining portfolio performance and future strategies.
- Build and maintain strong client relationships, ensuring their investment goals are met.
Requirements:
- Minimum 5+ years of experience in investment consulting or asset management.
- Proven multi-manager experience with in-depth knowledge of multi-asset strategies.
- 3+ years of management experience, with a demonstrated ability to lead and mentor teams.
- Strong analytical skills and the ability to assess complex investment portfolios.
- Excellent communication and presentation skills, with the ability to explain technical concepts to clients.
- A relevant qualification in Finance, Investment Management, or CFA certification is preferred.
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