Job title: Senior Investment Fund Consultant
Job type: Permanent
Emp type: Full-time
Industry: Financial Services (Asset Man, Wealth & Other)
Expertise: Financial Services (Asset Man, Wealth & Other)
Salary type: Annual
Job published: 28-10-2019
Job ID: 34299
Contact name: Brylea Purnell
Phone number: 021 555 4402
Contact email:

Job Description

Key Account Manager:

An established financial services business is looking for an Investment Fund COnsultant to join their team.  This person will have strong knowledge of financial services, investments and competitors. 
Providing support, client reporting and managing relationships are some of the key deliverables for this person.

Description of role/Main duties:

• Provide ongoing investment support, monitoring and reporting to clients
• Advising clients on the appointment of asset managers and portfolio construction, taking account our asset manager research
• Monitoring of clients’ investment strategies
• Positioning of portfolios with reasoning, reflecting the opinion of macro-economic environment after taking account our macro-economic houseview
• Compile client advice reports based on requests from clients
• Keep up to date with asset management industry developments
• Attend client meetings to provide feedback on portfolio performance
• Prepare presentations for clients in line with their brief
• Review and provide input on performance reports
• Compile market commentary for performance reports
• Training trustees on investments
• Apply knowledge of industry regulation, applicable law, good governance, macro- economic view, asset management capabilities and knowledge and client-specific rules in providing independent investment advice to the client
• Managing and maintaining good relationships with trustees and all stakeholders at all times in a professional and well-mannered way

Following not required but will be an advantage:

• Tactical asset allocation background
• Manager research background

Experience and Qualifications

• Bachelors degree
• 7 – 12 years’ experience in the Investment/Asset Consulting industry.
• Special Training: Regulatory Exams (FAIS)

Knowledge and Skills Required

• Confident, self-motivated individual
• Be an active team player
• Excellent communication and presentation skills
• Strong technical skills
• Strong knowledge of Financial Services Business
• Ability to use initiative and multitask
• Strategic Innovative thinking and delivery
• Good co-ordination skills

Specific Requirements

• Flexibility in travels both locally and internationally. Must own a vehicle and a driver’s license.