Investment Consultant
3 days ago
**Investment Consultant**
**Sandton**
This role focuses on managing a portfolio of existing clients by providing investment consulting services whilst providing strong technical skills to other members of the team.
- Develop, monitor and review investment strategies for clients in the portfolio.
- Manage and deliver investment consulting and advice services according to contracted service levels.
- Presentation of annual review results and fund performance to trustee boards/management committees, leading discussion on investment strategy and mandate structure, resulting in the development and implementation of an investment policy statement.
- Conduct member education sessions when required.
- Responsible for retention and growth of business against targets.
- Provide FAIS compliant advice in line with the group’s advice framework including maintaining client records and advice documents.
- Build, maintain and manage client relationships.
- Playing a leading role in the development of the broader team on investment related issues.
- Tertiary qualification required i.e. degree
- Post graduate qualification preferred
- Need to be FSCA approved
- RE5 required
- Minimum of 5-7 years investment experience
- FAIS Categories preferred: 1.3, 1.4, 1.5, 1.7, 1.14, 1.20
- Very strong technical skills and attention to detail.
- Excellent communication, written and presentation skills l1.3o
**Job Types**: Full-time, Permanent
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