Investment Consultant
Capital Assisgnements
Cape Town, Western Cape
4d ago
source : findojobs-za

Our client is a global fund adviser providing independent investment insights and services to institutional investors, wealth managers and independent financial advisers.

They are looking to hire an experienced investment professional that would join them as an Investment Consultant. The individual will make use of their unique combination of technical investment skill and client centricity to provide investment and project support to clients.

Key Responsibilities include : Investment Portfolio reviews : the reviews are done for both individual (often high net worth) and institutional clients (trusts, pension funds).

The review will generally include an assessment of the current portfolio (with a focus on suitability of the asset allocation and fund selection given the clients objectives, as well the product structure, tax impacts, transition requirements, etc.

as well as recommended the way forward. Fund Manager queries Portfolio construction & performance queries Monthly commentary on specific investment market, fund research or other topics of interest.

Adhoc commentary on economic, political, or other events relevant to the advisers and their client base. Communicate with clients regarding portfolios changes (asset allocation or fund related) in writing and in person Experience : At least 5 years investment industry-related experience Experience liaising and presenting to clients Understanding of retail asset management, as well as the financial advice industry is crucial Client oriented experience

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