Investment Consultant
1 week ago
Job Description
To build out a FAIS advisory and provide appropriate risk and investment advice for clients, adhering to FAIS compliance requirements
- Achieve key performance indicators as determined by the business
- Develop tactical plans to drive revenue growth
- Develop consulting frameworks and assess opportunity set for markets
- Determine what research and tools are available in FirstRand Group to leverage in delivery
- Develop investment consulting value proposition
- Build and sustain collaborative working relationships with relevant peers in FirstRand and stakeholders in order to achieve productivity synergies
- Provide input into the development of the tactical strategy, and develop and implement a supporting operational strategy
- Add value during the investment strategy development and identify specific client needs and goals
- Deliver exceptional financial advice that exceeds customers' expectations through proactive, innovative and appropriate solutions
- Implement solutions using best of breed product and working with FirstRand product houses
- Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationship
- Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base
- Ensure adherence to relevant processes and compliance to legislative and audit requirements.
- Improve Partnership Relationship as result of personal effort displayed as Consultant to attain leads against deliverables of campaigns
- Keep up to date with own area of expertise to develop and maintain own professional knowledge base to provide effective support and advice
- Ensure development and continuous value add improvement to operational processes
- Manage team performance in achievement of business objectives
**Qualifications**:
- Minimum qualification: Relevant Degree
- Preferred qualification: Relevant Postgraduate degree, CFA
Experience and Skills
- 3 to 5 years’ experience as an asset consultant in the institutional market (pension, mining rehab etc) managing a team, with 2 years at manager level.
Job Details
Application Closing Date
06/02/24
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