Senior Investment Advisor - Hybrid & Client Growth Leader

Alexforbes; Sandton; Hybrid; ZAR 1,000,000 - 1,800,000; Full time

Benefits offered by this job

Bursary and Leadership Development

Hybrid work model

Medical & Gap Cover

Retirement Fund Contributions

Wi-Fi allowance

Job summary

Alexforbes is seeking a senior investment consultant to deliver impartial investment advice to a portfolio of high-profile clients. You will lead advisory engagements, construct portfolios, interpret performance reports, and present investment strategies to trustees and clients.

Role requires CFA/RE5/MBA or actuarial/CFP/CAIA or equivalent and at least five years in investment consulting. Hybrid work model and comprehensive rewards are offered.

Qualifications

• Professional investment qualifications required (CFA, RE5, MBA or actuarial/CFP/CAIA or equivalent).
• Minimum of 5 years in investment consulting or related advisory role.
• Strong governance, compliance and client management skills.
• Experience with ESG considerations is advantageous.

Responsibilities

• Provide investment advice aligned with client needs within FAIS framework.
• Lead and service extensive and complex clients in investment matters.
• Construct portfolios including asset allocation and reference portfolio implementation.
• Present strategies and performance to clients; prepare consulting reports.
• Manage client engagements, fees, and work of junior consultants.

Education

CFA

RE5

MBA

Actuarial Fellowship

CFP/CAIA or equivalent

Job description

Alexforbes is seeking a senior investment consultant to deliver impartial investment advice to a portfolio of high-profile clients. You will lead advisory engagements, construct portfolios, interpret performance reports, and present investment strategies to trustees and clients.

Role requires CFA/RE5/MBA or actuarial/CFP/CAIA or equivalent and at least five years in investment consulting. Hybrid work model and comprehensive rewards are offered.