Senior Investment Consultant

SUMMARY:
Strategic insights and smarter investments – Your trusted Senior Investment Officer!

POSITION INFO:
We are looking for a highly skilled Senior Investment Consultant with multi-manager experience and a strong background in managing teams to join our dynamic firm. If you have a passion for investments and a proven track record in leadership, this role is for you!

Position: Senior Investment Consultant
Location: Western Cape
Experience Required: Multi-manager experience and 3+ years of management
Salary: Competitive, based on experience

Key Responsibilities:

• Develop and implement investment strategies with a focus on multi-manager portfolios.
• Lead and manage a team of junior consultants, ensuring performance and growth.
• Provide consulting services to a wide range of clients, including high-net-worth individuals, institutional investors, and corporate clients.
• Conduct comprehensive portfolio reviews and provide tailored investment advice.
• Collaborate with internal teams to optimize asset allocation, risk management, and portfolio performance.
• Stay updated with market trends, economic indicators, and industry developments to provide insightful investment recommendations.
• Prepare and present reports to clients, explaining portfolio performance and future strategies.
• Build and maintain strong client relationships, ensuring their investment goals are met.

• Minimum 5+ years of experience in investment consulting or asset management.
• Proven multi-manager experience with in-depth knowledge of multi-asset strategies.
• 3+ years of management experience, with a demonstrated ability to lead and mentor teams.
• Strong analytical skills and the ability to assess complex investment portfolios.
• Excellent communication and presentation skills, with the ability to explain technical concepts to clients.
• A relevant qualification in Finance, Investment Management, or CFA certification is preferred.