Junior Asset Consultant

About

Description

To provide effective, high-quality service to institutional clients by managing a portfolio of clients, facilitating trustee and advisory body meetings, and providing informed advice on investment-related matters. You will support a Principal or Senior Asset Consultant with day-to-day portfolio management activities, while taking ownership as the lead consultant on a smaller portfolio of clients under supervision. This role offers an excellent opportunity to build a career in investment consulting within one of South Africa’s leading financial services groups

Responsibilities

• To provide an effective service to clients by managing a portfolio of clients, facilitating trustee and advisory body meetings and providing advice on institutional investment-related matters
• Will assist the Principal and Senior Consultant with the day-to-day activities required to manage a portfolio of clients where not the lead consultant
• Will also be the lead consultant on a portfolio of own smaller clients with oversight from a Principal or Senior Consultant

Qualifications

• Bachelor’s Degree in Finance, Economics, Investments, or related field

Application instructions:

• Click on the "Apply now" button to apply