PRINCIPAL INVESTMENT CONSULTANT (Principal)

PRINCIPAL INVESTMENT CONSULTANT (Principal)

Johannesburg
Posted 1 year ago

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

  1. Generating upsell, cross sell and new business opportunities on client portfolio and relationship management
  2. Fees monitoring, budgets and targets, Financial Management
  3. Trustee Meetings and Investment Committee Meetings
  4. Client Portfolio Management and relationship
  5. Mentoring, Management & Development
Please note

  1. Submit your CV via the link or info@nubiaconsulting.co.za quoting the above reference
  2. 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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