Senior Investment Consultant

3 weeks ago


Cape Town, Western Cape, South Africa Network Recruitment Full time

We are seeking a highly skilled Senior Investment Consultant with multi-manager experience and a strong background in managing teams to join our dynamic firm. If you have a passion for investments and a proven track record in leadership, this role may be suitable for you.

Key Responsibilities:
  • Develop and implement investment strategies with a focus on multi-manager portfolios.
  • Lead and manage a team of junior consultants, ensuring performance and growth.
  • Provide consulting services to a wide range of clients, including high-net-worth individuals, institutional investors, and corporate clients.
  • Conduct comprehensive portfolio reviews and provide tailored investment advice.
  • Collaborate with internal teams to optimize asset allocation, risk management, and portfolio performance.
  • Stay updated with market trends, economic indicators, and industry developments to provide insightful investment recommendations.
  • Prepare and present reports to clients, explaining portfolio performance and future strategies.
  • Build and maintain strong client relationships, ensuring their investment goals are met.

Requirements:

  • Minimum 5 years of experience in investment consulting or asset management.
  • Proven multi-manager experience with in-depth knowledge of multi-asset strategies.
  • 3 years of management experience, with a demonstrated ability to lead and mentor teams.
  • Strong analytical skills and the ability to assess complex investment portfolios.
  • Excellent communication and presentation skills, with the ability to explain technical concepts to clients.
  • A relevant qualification in Finance, Investment Management, or CFA certification is preferred.

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