Investment Consultant - Cape Town

at  Sanlam

ABOUT SANLAM CORPORATE:

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.

QUALIFICATION AND EXPERIENCE:

• Relevant bachelor’s degree – bachelor’s degree majoring in Finance, Economics or Actuarial Science (Hons).
• CAIA, CFA, MCom advantageous
• FAIS Accreditation / RE 5 Advantageous
• Multi-lingual advantageous
• Minimum of 3-5 years investment consulting / multi-manager research experience.
• Excellent presentation skills honed in a consulting / multi-management environment.
• Own transportation for traveling to clients as necessary

KNOWLEDGE AND SKILLS:

• Knowledge of investment products/asset classes and wider Investment services industry and process.
• Computer literate with proficiency in Microsoft Office (Word, Excel, and PowerPoint)
• Systems knowledge and experience advantageous (Morningstar, Iress)
• Self-starter
• Excellent writing and presentation skills

OVERALL PURPOSE OF THE ROLE:

An investment consultant role within an experienced and dynamic investment consulting team. Apply your knowledge of best practices to provide investment consulting services to institutional clients. This includes, but is not limited to, market and economic updates, strategic asset allocation implementation, portfolio construction and investment strategy formulation. The ideal candidate must be able to operate independently.

KEY RESPONSIBILITIES:

• Keep abreast with the regulatory & economic environment as it impacts client portfolios.
• Keen understanding of the asset manager landscape.
• Comfortable presenting to institutional clients.
• Actively participate in team discussions and investment decision-making.
• Run quantitative and qualitative analyses on client portfolios and assess areas for improvement.
• Assess the impact and implementation of market or regulatory changes on client portfolios.

KEY RESPONSIBILITIES (CONTINUOSE)

• Ability to support senior/principal investment consultants in ensuring that clients are adequately serviced.
• Technical excellence in servicing corporate clients.
• Embodying principles of Treating Customers Fairly.
• Facilitating and coordinating work between internal departments.
• Self-development.
• Ensure that standard procedures and best practices are maintained and adhered to.
• Risk awareness and the management of these risks.