PRINCIPAL INVESTMENT CONSULTANT (Principal)
Salary R 2.2m
Job Location Johannesburg
Qualifications
Actuary and/or CFA Charter holder
FAIS compliant and accredited (Representative)
Experience
Minimum 10 years relevant experience Strong knowledge of asset and liability side of a diverse portfolio of clients including but not limited to trusts, medical schemes, insurance companies, retirement funds etc.
JOB SPECIFICATION
Income generation from clients through providing a quality and professional service to clients. Ensure expansion, retention and overall client satisfaction, retention and expansion as well as generating new business for the client portfolio,
Scope Management of relationships across the client portfolio in an Advisory role, manage profitability, business risk, up/cross selling opportunities within investment consulting. Preparation of material for multiple stakeholders e.g market, media, industry, conferences etc Key Performance Area’s
- Generating upsell, cross sell and new business opportunities on client portfolio and relationship management
- Fees monitoring, budgets and targets, Financial Management
- Trustee Meetings and Investment Committee Meetings
- Client Portfolio Management and relationship
- Mentoring, Management & Development
- Submit your CV via the link or info@nubiaconsulting.co.za quoting the above reference
- Should you not receive a response from us within 4 weeks you can deem your application as unsuccessful for this specific position
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