Investment Specialist

1 week ago


Cape Town, South Africa Aquarius Recruitment Full time

responsibilities

**The responsibilities can be separated into two core parts**: client interaction and client service initiatives.

Client interaction

The role would also focus on assisting with client requests or queries. These will include but are not limited to:
Investment Portfolio reviews

Portfolio performance queries

General investment market views

General industry research

Client service initiatives

Writing regular and ad-hoc client communications.

Assist the Head of Client Service with development and maintenance of all marketing material.

Take a lead role in the development and maintenance of a product specific knowledgebase.

Assist in the planning and organisation of client events throughout the year.

**Qualifications**:
Experience
- At least 7 years investment industry-related experience
- Experience liaising and presenting to clients
- Understanding of retail asset management, as well as the financial advice industry is crucial
- Client oriented experience

Skills & Competencies
- Ability to work collaboratively
- Strategic thinking and planning
- Tolerance for ambiguity
- Analytical thinking
- Innovative thinking
- Client focus
- Excellent written, verbal and presentation skills
- Demonstrating ethics and integrity
- Displaying drive and purpose
- Stress tolerance
- Resilience and adaptability
- Working across teams
- Good planning and organizing skill

Personality
- Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion
- Attention to detail, goal orientated and a willingness to learn and be hands on
- Highly organized, good at multi-tasking and able to deal with people at all levels

Systems
- Strong Microsoft Excel
- Microsoft Word
- PowerPoint


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