Senior Investment Lead

4 days ago


Johannesburg, Gauteng, South Africa Private Company Full time

**Job Description:**

About Us:

We are a dynamic company seeking a highly experienced Senior Investment Consultant to lead our investment consulting division. As a key member of our team, you will drive growth and innovation in the business.

Key Responsibilities:
  • Bachelor's Degree in Investments, Finance, Economics or a related field is required. A postgraduate degree in Investments/Econometrix/Maths/Economics; BSc Hons Stats/Maths, CFA or MBA is preferred.
  • Minimum 10 years' experience in investment consulting, asset management or related fields with a focus on Institutional clients is necessary.
  • Applicable RE examinations and adherence to fit and proper requirements of an FSP are essential.
  • Exceptional leadership experience and people management skills including managing teams and overseeing client portfolios are crucial.
  • In-depth knowledge of South African financial markets, investment vehicles and regulatory frameworks is required to ensure all investment recommendations comply with regulatory requirements and internal policies.
  • Advanced analytical, strategic thinking, and problem-solving abilities are necessary to succeed in this role.
  • Strong relationships with key institutional clients must be built and maintained ensuring satisfaction and retention.
  • The senior consultant for key strategic clients will deliver tailored investment strategies and insights.
  • Assist in setting and executing the vision, strategy, and goals for the investment consulting division.
  • Identify market opportunities and innovate service offerings to meet client needs.
  • Build the portfolio of institutional clients through a strategic approach to business development.
Required Skills and Qualifications:

A strong understanding of institutional investment needs and a passion for driving excellence in investment consulting are essential. Strong communication, presentation, and interpersonal skills are also required.

Employment Type:

This is a full-time position offering a competitive salary package.



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