Senior Investment Consultant
1 week ago
*** LOOKING FOR A SENIOR INVESTMENT CONSULTANT FOR A DYNAMIC COMPANY IN THE ROSEBANK AREA ***
The Senior Consultant will lead the strategic direction and delivery of investment consulting services, driving growth and innovation in the business. This role will require a blend of leadership, technical expertise, and client relationship management skills to ensure the company remains a trusted partner for Institutional clients.
Responsibilities:- Bachelor's Degree in Investments, Finance, Economics or a related field.
- Hons or Masters in Investments/Econometrix/Maths/Economics; BSc Hons Stats/Maths, CFA or MBA strongly preferred.
- Minimum 10 years' experience in investment consulting, asset management or related fields, with a focus on Institutional clients.
- Applicable RE examinations and adherence to fit and proper requirements of an FSP.
- Exceptional and proven leadership experience and people management skills, including managing teams and overseeing client portfolios.
- In-depth knowledge of South African financial markets, investment vehicles and regulatory frameworks to ensure all investment recommendations and implementations comply with regulatory requirements and internal policies.
- Advanced analytical, strategic thinking, and problem-solving abilities.
- Build and maintain strong relationships with key institutional clients, ensuring satisfaction and retention.
- Act as the senior consultant for key strategic clients, delivering tailored investment strategies and insights.
- Assist in setting and executing the vision, strategy, and goals for the investment consulting division.
- Identify market opportunities and innovate service offerings to meet client needs.
- Build the portfolio of institutional clients through a strategic approach to business development.
- Strong communication, presentation, and interpersonal skills.
- Mentor, and develop a high-performing team of investment consultants and support consultants to contribute to their professional development.
- Foster a culture of collaboration, innovation, and excellence.
- Work closely with the investment team, consultants and support consultants to deliver comprehensive solutions.
- Demonstrated ability to innovate and adapt in a competitive market.
- Leader with a passion for driving excellence in investment consulting.
- Client-centric approach with a deep understanding of institutional investment needs.
- Represent the firm in industry forums, conferences, and client presentations to enhance brand presence.
- Stay abreast of global and local market developments, regulatory changes, and investment trends.
- Identify and mitigate potential risks in client portfolios.
- Oversee the delivery of high-quality investment consulting services, ensuring compliance with all legislation, regulations and internal policies.
- Manage workflows, resources, and priorities within the team in order to optimize efficiency.
Mid-Senior level
Employment typeFull-time
Job functionConsulting, Finance, and Customer Service
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