![WTW](https://media.trabajo.org/img/noimg.jpg)
Investment Consultant
4 days ago
**The Role
The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice to larger/more complex clients. This covers a multitude of areas including investment strategy, implementation, reporting, provider selection and governance. Your primary responsibilities will include:
Client/Service Provider interaction
- Engaging with selected clients to determine the contents of meeting agendas
- Co-ordinating client deliveries for investment committee meetings
- Attending client meetings in both a lead and assisting role
- Dealing with client queries on an on-going basis Ongoing liaison with client’ asset managers, administrators, auditors, etc
Client investment transitions
- Drawing up of investment manager transition plans
- Preparing of instructions for clients and engaging with investment managers around how best to give effect to these instructions
- Monitoring of the transition process including to ensure that all transactions are implemented timeously and accurately
- Preparing of a report setting out all the transactions and the reconciliation of all the asset flows
Reviewing of the following client deliveries and managing the process to ensure that the services are delivered in accordance with agreed service level agreements
- Maintaining clients’ Statements of Investment Principles
- Monthly fact sheets
- Quarterly performance reports
- Daily and monthly unit pricing calculations
- Asset liability matching including engaging with the administrator to resolve any asset/ liability mismatches
- Regulation 28 compliance reports
- SARB quarterly returns
- Correctness of fees
- Responsibility for a portfolio of institutional clients, providing all aspects of advice as required by the clients, with relevant support from the members of the investment team. (We envisage that this will quite rapidly develop into the key element of your role, and that over time you will have the opportunity to take “ownership” of a significant client portfolio.)
- Participation in fund manager research, as required by agreement with the investment team.
- Carrying out specific investment research projects or investment performance analysis projects, as may be required of the investment team from time to time.
- Assisting other consultants with any relevant investment consulting issues
**The Requirements
- Bachelor’s degree with actuarial or any other financial/ mathematical specialization; relevant professional qualifications such as CFA preferred
- Exceptional client focus and a record of supporting the management of client relationships
- Project management skills and experience
- Understanding of investment management organizations and their role in client solutions
- Excellent oral and written communication skills
- Willingness to mentor junior colleagues to assist in developing our talent pool
- Advanced experience with the MS Office Suite, specifically Excel, Word and Outlook (Access would be an advantage)
- Registered Representative in terms of the Financial Advisory and Intermediary Services (FAIS) Act.
WTW is committed to finding opportunities to promote workplace flexibility when possible based on the needs of our customers and the company.
-
Investment Portfolio Analyst
3 weeks ago
Cape Town, South Africa Asset Consultant Company Full timeNAME OF THE ROLE: INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing portfolio...
-
Investment Consultant
1 week ago
Cape Town, South Africa WTW Full time**The Role** The asset consulting division of WTW, a leading global professional services company, requires an investment consultant to contribute to Towers Watson’s Investment consulting activities. Your primary responsibilities will be: - Responsibility for a portfolio of institutional clients, providing all aspects of advice as required by the...
-
Investment Consultant
1 week ago
Cape Town, South Africa WTW Full time**Description**: **The Role** The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior...
-
Senior Investment Portfolio Analyst
3 weeks ago
Cape Town, South Africa Asset Consultant Company Full timeNAME OF THE ROLE: SENIOR INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for a Senior Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing...
-
Investment Consultant
2 weeks ago
Cape Town, South Africa Momentum Distribution Services Full time**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...
-
Cape Town, South Africa STACK Recruitment Services Full timeNAME OF THE ROLE: ASSOCIATE INVESTMENT CONSULTANT (JOHANNESBURG OR CAPE TOWN) ROLE DESCRIPTION: This position is for an Associate Investment Consultant with a respected Asset Consultant Company. PURPOSE OF JOB: To provide a high standard of client service to a range of large, sophisticated institutional asset owners which include pension and provident...
-
Associate Investment Consultant
3 weeks ago
Cape Town, South Africa RisCura Full time**Location**: - While our offices are located in Johannesburg and Cape Town, we follow a ‘Work from Anywhere’ operating model that allows a reasonable level of flexibility in your job location. **Application Criteria**: - Preferably BCom or equivalent with a focus on investment studies - FAIS compliant representative or work towards obtaining the...
-
Investment Service Consultant
5 days ago
Cape Town, South Africa Tasiso Consulting Ltd Full timeJob Title: Graduate Investment Consultant Location: Cape Town Company: Tasiso Consulting Job Summary The Graduate Investment Consultant role is an entry-level opportunity designed for recent graduates passionate about investments and financial markets. You will work closely with clients, providing guidance on investment products while gaining hands-on...
-
Investment Service Consultant
6 days ago
Cape Town, South Africa Tasiso Consulting Ltd Full timeJob Title: Graduate Investment Consultant Location: Cape Town Company: Tasiso Consulting Job Summary The Graduate Investment Consultant role is an entry-level opportunity designed for recent graduates passionate about investments and financial markets. You will work closely with clients, providing guidance on investment products while gaining hands-on...
-
Investment Consultant Manager
11 hours ago
Cape Town, Western Cape, South Africa NedBank Full timeAbout the RoleThis Investment Consultant Manager position at Nedgroup Investments requires an experienced professional who can lead and manage a team of investment consultants.Main ResponsibilitiesDevelop and implement sales strategies to meet business objectives.Coach and mentor team members to improve performance.Build strong relationships with clients and...
-
Senior Investment Consultant
4 weeks ago
Cape Town, South Africa Consulting and Advisory Business Full time**NAME OF THE ROLE: SENIOR INVESTMENT CONSULTANT** **(CAPE TOWN)** **PURPOSE OF THE ROLE**: **KEY RESPONSIBILITIES**: - Keep abreast of 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 Service Consultant
3 weeks ago
Cape Town, South Africa Allan Gray Full time**Job Title**: - Investment Service Consultant | Retail Client Services **Description**: - The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. **Job Summary**: **Why should you consider Allan Gray?** - At Allan Gray, you will spend your days doing meaningful and engaging...
-
Investment / Asset Consultant
5 days ago
Cape Town, South Africa Efficient Frontier Recruitment Full timeEstablished top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of clients and provide a comprehensive investment consulting service to these clients. The firm is specifically seeking an investment technically strong individual, who would be able to...
-
Investment Analyst/associate Consultant
3 weeks ago
Cape Town, South Africa STACK Recruitment Services Full time**Job Title: Investment Analyst** **Location: Bellville** **Perm/Contract**: **Perm** **The overall purpose of the role** Working alongside Senior/Principal investment consultants, by providing investment consulting services. Growing and managing a portfolio of clients, monitor the investment strategy of existing clients and ensure alignment to the...
-
Property Investment Consultant
5 days ago
Cape Town, South Africa IGrow Wealth Investments Full timeIf you are driven by success and **SOLD** is your favorite four letter word, look no further because IGrow Wealth Investments, **SOUTH AFRICA’S #1 Property Investment group,** is looking for a **Property Investment Consultant** to join their family. You will **BENEFIT** from: - Our state-of-the-art internal systems for marketing - Innovative tools and...
-
Business Development Consultant
2 weeks ago
Cape Town, South Africa LWA Corporate Investment Full timeHead quartered in Cape Town, South Africa, Leading Women of Africa Corporate Group is pan-African social enterprise delivering innovative and strategic business support to partners. LWA Corporate Group operates across sectors and industries. Our group includes: LWA Corporate Investment, LWA Leadership Institute and Leading Women of Africa NPC. The Trade and...
-
Junior Investment Consultant
7 days ago
Cape Town, South Africa Palesa Mbali Group Full timeJunior Investment Consultant, one of our top clients that has a reputation for being one of the best in the business, This opportunity is available to Graduates who currently completing their degree and fulfil the below criteria, This is a PERMANENT position within a Client Service Centre environment where employees are offered all the support required to...
-
Graduate: Investment Service Consultant
1 week ago
Cape Town, South Africa Palesa Mbali Group Full time**Purpose of the role** Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service. Our consultants do impactful work by empowering our clients on their...
-
Graduate Investment Service Consultant
6 days ago
Cape Town, South Africa FROGG Recruitment Full time**Graduate **Investment Service Consultant** You have a completed Bachelor's degree in Commerce, Investments, Business Science, Mathematics or Statistics and you excelled academically achieving a GPA of 65% and up? Do you have a strong interest in investments? **Requirements**: - Matric required - BCom/BSc/BBusSci/BEng with specializations in Finance,...
-
Graduate Investment Service Consultant
3 weeks ago
Cape Town, South Africa RPO Recruitment Full timeRPO's client, Africa's largest privately owned investment management company, is seeking a recent graduate to join their team as an investment service consultant. As an Investment Service Consultant, you will be responsible for providing financial advice and investment recommendations to clients. You will work closely with clients to understand their...