Investment Consultant

5 months ago

Bellville, South Africa Sanlam Full time

**About Sanlam Corporate**:

- Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.**About Simeka**:

- Simeka is a wholly owned subsidiary of Sanlam Corporate. Simeka is a consulting and advisory business that operates primarily in the employee benefits industry. We offer innovative solutions and services to a wide range of clients encompassing both defined benefit and defined contribution retirement funds, employers, medical schemes, trade unions and members of retirement funds. Our key differentiators are as follows:
- Our approach to investment consulting is to understand our clients’ needs and to tailor appropriate investment strategies aimed at providing value-for-money investment outcomes designed to improve financial security for members and pensioners.**Overall purpose of the role**:
**Key Responsibilities**:

- Keep abreast with the regulatory & economic environment as it impacts client portfolios.
- Keen understanding of the asset manager landscape.
- Comfortable presenting to institutional clients.
- Actively participate in team discussions and investment decision-making.
- Run quantitative and qualitative analyses on client portfolios and assess areas for improvement.
- Assess the impact and implementation of market or regulatory changes on client portfolios.

**Key Responsibilities (continuose)**
- Ability to support senior/principal investment consultants in ensuring that clients are adequately serviced.
- Technical excellence in servicing corporate clients.
- Embodying principles of Treating Customers Fairly.
- Facilitating and coordinating work between internal departments.
- Self-development.
- Ensure that standard procedures and best practices are maintained and adhered to.
- Risk awareness and the management of these risks.

**Qualification and Experience**:

- Relevant bachelor's degree - bachelor’s degree majoring in Finance, Economics or Actuarial Science (Hons).
- CAIA, CFA, MCom advantageous
- FAIS Accreditation / RE 5 Advantageous
- Multi-lingual advantageous
- Minimum of 3-5 years investment consulting / multi-manager research experience.
- Excellent presentation skills honed in a consulting / multi-management environment.
- Own transportation for traveling to clients as necessary

**Knowledge and Skills**:

- Knowledge of investment products/asset classes and wider Investment services industry and process.
- Computer literate with proficiency in Microsoft Office (Word, Excel, and PowerPoint)
- Systems knowledge and experience advantageous (Morningstar, Iress)
- Self-starter
- Excellent writing and presentation skills

**Core Competencies**:

- **Cultiv**a**tes Innovation** by creating new and better ways for the organisation to be successful.
- **Client Focus** - Building strong customer relationships and delivering customer-centric solutions.
- **Drives Results** - Consistently achieving results, even under tough circumstances.
- **Collaborates** - Building partnerships and working collaboratively with others to meet shared objectives.
- **Resilience** - Rebounding from setbacks and adversity when facing difficult situations.

**Personal Qualities**:

- **Organisational Savvy **- Maneuvering comfortably through complex policy, process and people related organizational dynamics.
- **Manages Complexity **- Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
- **Drives Engagement **- Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
- **Displays Care **- Showing care and consideration to our clients that extends beyond professionalism

**Turnaround time**Our commitment to transformation**
- The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities._

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