EB Consultant - Pension Fund Consultant - Portfolio Consultant
Execuplace Appointments
Johannesburg, South Africa
1d ago
source : Job Placements
  • Consult to a portfolio of clients including both umbrella and stand-alone clients
  • Provision of appropriate advice, excellent client service and project management to ensure the smooth running of the client base
  • Establish a relationship with key decision makers and Trustees / management committee members
  • Ensure Service Level Agreements are on file for all clients and services are provided in line with SLA
  • Develop an annual year plan for each client and ensure adherence to deliverables
  • Review agendas for trustee / management committee meetings and ensure distribution in line with SLA
  • Attend trustee / management committee meetings and other adhoc meetings as required
  • Review minutes of meetings and ensure that they are distributed in line with SLA
  • Ensure matters arising from meetings are actioned timeously
  • Review and present risk and administration re-brokes
  • Procure Fidelity Guarantee Insurance for trustees, where necessary
  • Attend regular meetings with administrators / service providers regarding status of funds
  • Negotiate with insurers / service providers
  • Identification of cross-sell and up-sell opportunities within client base
  • Attend regular meeting with team to discuss workflow and problem areas
  • Coaching and development of junior team members
  • Assist in formulation and implementation of best practice
  • Minimum Qualification

  • A three year related qualification
  • Further studies an advantage
  • Experience

  • Minimum five years experience in a retirement fund consulting role preferably with exposure to stand alone funds
  • Other requirements

  • Drivers licence and own transport
  • Skills required

  • Interpersonal skills
  • Problem solving
  • Conflict management
  • Planning and organising skills
  • MS Office with Word, Excel and PowerPoint skills
  • Passion for technical issues and industry developments
  • Good attention to detail

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