6 days ago
Job title : Senior Investment Consultant – Pinelands
Job Location : Western Cape,
Deadline : October 11, 2024
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Job Description
- We are on the lookout for a seasoned Investment Consultant to become a part of our dynamic team at a leading Discretionary Fund Manager within the Old Mutual Multi-Manager business. The ideal candidate will be instrumental in consulting with high-calibre investment clients, holding a Category 2 FAIS license, to develop bespoke investment strategies that align with their unique practice needs. This role is based in Cape Town.
Key Responsibilities include:
- Engage with clients to understand their investment goals and requirements, providing expert advice on portfolio construction, asset allocation, and investment product selection.
- Utilize an extensive array of internal resources, including in-depth manager research, performance ratings, product design, and strategic asset allocation tools, to craft optimal investment solutions.
- Assist clients in constructing and managing their investment portfolios.
- Provide guidance on asset allocation to optimize investment performance.
- Maintain and build strong relationships with industry professionals and financial advisors.
- Ensure all investment strategies comply with regulatory requirements.
- Maintain a comprehensive understanding of South African financial regulations, including FSCA rules, CISCA, JSE listing requirements, Hedge fund, and offshore regulations, ensuring compliance across all client portfolios.
- Provide insights on tax efficiency strategies, including SITUS, income tax, and capital gains tax considerations.
- Build and maintain strong client relationships, providing high-quality service and expert investment guidance.
- Demonstrate expertise in product regulation and construction, including Unit Trusts, active and passive ETFs, Personal share portfolios, UCITS legislation, and investment structures such as Guernsey and Mauritius PCCs and VCCs.
- Offer guidance on local and international product wrappers, investment platforms, distribution channels, and the intricate web of tax and investment structures.
- Conduct ongoing market analysis to stay abreast of the competitive landscape, both locally and globally, utilizing advanced portfolio construction tools to inform client recommendations.
- Stay updated on market trends and provide insights to team and clients.
Qualification, Skills and Experience
- A robust investment-related qualification, preferably at a postgraduate level (e.g., CFA, CFP, MBA or equivalent). Post Grad in Financial Industry.
- High level of accountability and ownership
- Excellent interpersonal and communication skills
- 10+ years of experience in the investment industry, with a proven track record of success in investment consultancy.
- Multi Management 3+ years.
- Extensive knowledge of financial markets, investment products, and regulatory frameworks, particularly within the South African context.
- Exceptional analytical skills, with the ability to interpret complex financial data and market trends.
- Strong communication and interpersonal skills, capable of building and maintaining relationships with a diverse set of clients.
- Proficiency in financial software and tools.
- The successful candidate will join a team that is committed to excellence, innovation, and the highest ethical standards. If you are driven by a passion for investments and a desire to make a significant impact on the financial well-being of our clients, we would like to hear from you.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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