Investments Employee Benefits Specialist
1 week ago
About us, purpose, experience and qualifications
**about us**:
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
**purpose**:
To build First Rand’s Employee Benefits capability by providing guidance and support on employee investment strategies and policies to clients
**experience and qualifications**:
- Minimum Qualification - Degree in Investments or Economics and Certified Financial Planner or Chartered Financial Analyst designation
- Experience - 3 to 5 years’ experience in a wealth management or investment product environment
- Additional Knowledge - Umbrella funds specific to employee benefits
- Investment consulting to large pension fund boards
- Formulation of IPS (investment policy statements) and ongoing reviews
- Complex Product Providers, Umbrella Boards, Sponsor and Trustee relationships
- Pension funds Act
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