Investment Portfolio Specialist

4 days ago


Johannesburg, Gauteng, South Africa Liberty Group Limited Full time
About the Role

Liberty Group Limited is a leading provider of wealth management services, and we are seeking a highly skilled Investment Portfolio Specialist to join our team.

The successful candidate will be responsible for providing expert investment advice to clients, developing and implementing investment strategies, and managing complex investment portfolios.

This is an exciting opportunity for a motivated and experienced individual to take on a senior role in our offshore wealth management team.

Key Responsibilities
  • Co-ordinate and maintain effective SLAs with all relevant stakeholders.
  • Institute effective Practice Management to facilitate or identify financial advisers' needs and solve for requirements to develop a profitable practice.
  • Participate in investment product implementation (presentations, product development, and client service support).
  • Provide marketing support for investment projects and campaigns.
  • Implement an intermediary support model to facilitate support between SBI, the intermediary, and the various IAM and Standard Bank Group product providers by supplying accurate investment, product, fund, service, and investor information.
  • Determine resource allocation priorities and deployment necessary to support the effective integration of processes and development of practice/s.
  • Plan to deliver work outputs related to a service or operational area, manage interdependent functional activities, and direct best-practice priorities, standards, and procedures to ensure efficiency within the area of specialization.
  • Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
  • Accountable for contributing to strategy enablement and implementation and delivery optimization across an internal value chain, through best practice development and implementation.
  • Keep abreast of changes and new legislation and developments within industries that may affect the area of specialization.
  • Advise on the alignment and application of area-specific practices and integrated processes across functional areas to ensure value chain integrity.
Requirements
  • 8 - 10 years experience in a similar environment, of which 2 - 3 years at senior specialist level.
  • Postgraduate Degrees and Professional Qualifications [Level TBA: Pre-2009 was L7] in Finance Economics and Accounting.
Benefits
  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • Opportunity to work with a leading provider of wealth management services.


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