Senior Investment ConsultantLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description We are on the lookout for a seasoned Investment Consultant to become a part of our dynamic team at a leading Discretionary Fund Manager within the Old Mutual Multi-Manager business. The ideal candidate will be instrumental in consulting with high-calibre investment clients, holding a Category 2 FAIS license, to develop bespoke investment strategies that align with their unique practice needs. This role is based in Cape Town.
Key Responsibilities include: Engage with clients to understand their investment goals and requirements, providing expert advice on portfolio construction, asset allocation, and investment product selection.Utilize an extensive array of internal resources, including in-depth manager research, performance ratings, product design, and strategic asset allocation tools, to craft optimal investment solutions.Assist clients in constructing and managing their investment portfolios.Provide guidance on asset allocation to optimize investment performance.Maintain and build strong relationships with industry professionals and financial advisors.Ensure all investment strategies comply with regulatory requirements.Maintain a comprehensive understanding of South African financial regulations, including FSCA rules, CISCA, JSE listing requirements, Hedge fund, and offshore regulations, ensuring compliance across all client portfolios.Provide insights on tax efficiency strategies, including SITUS, income tax, and capital gains tax considerations.Build and maintain strong client relationships, providing high-quality service and expert investment guidance.Demonstrate expertise in product regulation and construction, including Unit Trusts, active and passive ETFs, Personal share portfolios, UCITS legislation, and investment structures such as Guernsey and Mauritius PCCs and VCCs.Offer guidance on local and international product wrappers, investment platforms, distribution channels, and the intricate web of tax and investment structures.Conduct ongoing market analysis to stay abreast of the competitive landscape, both locally and globally, utilizing advanced portfolio construction tools to inform client recommendations.Stay updated on market trends and provide insights to team and clients.Qualification, Skills and Experience A robust investment-related qualification, preferably at a postgraduate level (e.g., CFA, CFP, MBA or equivalent). Post Grad in Financial Industry.High level of accountability and ownershipExcellent interpersonal and communication skills10+ years of experience in the investment industry, with a proven track record of success in investment consultancy.Multi Management 3+ years.Extensive knowledge of financial markets, investment products, and regulatory frameworks, particularly within the South African context.Exceptional analytical skills, with the ability to interpret complex financial data and market trends.Strong communication and interpersonal skills, capable of building and maintaining relationships with a diverse set of clients.Proficiency in financial software and tools.The successful candidate will join a team that is committed to excellence, innovation, and the highest ethical standards. If you are driven by a passion for investments and a desire to make a significant impact on the financial well-being of our clients, we would like to hear from you.
Closing Date: 18 September 2024
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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