Portfolio Investment Consultant

Job Description

We are seeking a motivated Portfolio Investment Consultant to join our team in Cape Town. In this role, you will be responsible for managing client portfolios, conducting market research, and providing strategic investment advice. The ideal candidate will have a strong understanding of investment strategies and excellent communication skills to interact with clients effectively.

Responsibilities

• Analyze client financial goals and develop tailored investment strategies.
• Provide ongoing portfolio management and adjustment recommendations.
• Educate clients on the investment process and product offerings.
• Monitor and report on competitive market conditions.
• Liaise with external partners and industry experts for market insights.
• Contribute to the development of internal investment tools and resources.
• Ensure adherence to compliance and regulatory standards.
• Participate in professional development and training opportunities.

Requirements

Education

• Bachelor's degree in Finance or equivalent
• Master's degree in Finance is a plus

Experience

• Strong track record in investment portfolio management preferred

Technical Skills

• Market Research
• Risk Management

Soft Skills

• Analytical Thinking
• Negotiation

Certifications

• CFA Level II or III
• Registered Financial Planner (RFP)

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Certifications in Financial Risk Management: Knowledge of risk management frameworks and processes.
• Experience in wealth management: Background in managing client wealth and investment strategies.

Benefits

• Attractive salary package with substantial bonuses
• Medical aid coverage and wellness programs
• Flexible working hours
• Continuous learning and upskilling programs

Company Culture

• Continuous Improvement: We strive for excellence and are committed to continuous improvement.
• Diversity and Inclusion: Committed to creating a diverse and inclusive workplace for all.
• Empowerment: Empowering employees to take initiative and drive change.