Are you a strategic thinker with a passion for delivering tailored investment solutions? We’re looking for a Senior Investment Consultant to join a dynamic team and help clients achieve their financial goals through expert advice and innovative strategies.
We’re Hiring: Senior Investment Consultant
Location:
Midrand
Industry:
Financial Services | Investment Advisory
Key Responsibilities:
- Client Advisory: Deliver comprehensive investment advice to institutional clients, including pension funds and insurers.
- Portfolio Management: Oversee client portfolios, ensuring optimal asset allocation and performance.
- Market Analysis: Stay ahead of market trends and provide clients with actionable insights.
- Client Relationship Management: Build and maintain strong, long-term client relationships.
- Investment Solutions Development: Design and implement bespoke investment strategies.
- Regulatory Compliance: Ensure all activities align with industry regulations and ethical standards.
- Team Collaboration: Work closely with internal teams to deliver integrated investment solutions.
- Mentorship: Guide and support junior staff in their professional development.
- Reporting: Prepare and present detailed investment reports and performance reviews.
- Professional Development: Stay current with industry trends and participate in relevant events.
Additional Requirements:
- Bachelor’s degree in finance, Economics, Investment Management, or a related field (Honours or Master’s preferred).
- CFA Charter holder or progress toward CFA designation is highly advantageous.
- Minimum of 6–8 years’ experience in investment consulting, asset management, or institutional advisory.
- Strong understanding of portfolio construction, asset allocation, and risk management.
- Proficiency in financial modeling and performance analysis.
- Excellent communication and relationship management skills.
- Knowledge of regulatory frameworks and compliance standards in the investment industry.
Apply now to Annastacia.Tshabalala@dav.co.za to be part of a forward-thinking team that values expertise, innovation, and client success.