TECHNICAL INVESTMENT ADVISER - WEALTH – DISTRIBUTION & MARKETING
R650 – R700 KPA | BRYANSTON, JHB

Requisite skills

Presentation & reporting skills
Business development skills
Excellent presentation skills
Business Development skills including the ability to prepare and present high level investment proposals.
Educational Requirements:
BCom (Investment Management or Accounting or Economics)
CFA or CAIA Charter holder preferred

Key Responsibilities:

Assistance with High Nett Worth Proposals and Presentations
Investigate and mitigate internal and advisor risk
Risk reviews of credit and counter party exposures
Product comparative Analysis
Investment Modelling and Tool design
Regular Investment training
New and existing Investment product due diligence
Technical Investment support to Advisors
Write regular Investment related articles

Other Responsibilities include:

Prepare detailed presentation material for use in client meetings and internal committees covering topics such as capital markets activity and general corporate finance
Tactical execution and management of specific market research projects and internal processes
Analysis of potential investments across various asset classes including equities, fixed income, commodities
Financial analysis of equity investments through intensive market research
Financial statement modelling and equity valuation
Analysing industry and macro trends and the effect these have on potential investments and current portfolio holdings
Presenting due diligence research conclusions on new and existing investment products
Competencies:
Knowledge and experience of traditional and alternative investment landscape in South Africa, including thorough knowledge of Life and LISP Platforms, Collective Investment Schemes, Structured Products, Equity, Derivatives and Fixed Income Securities
Knowledge of South African financial regulatory landscape
In-depth knowledge of the South African financial regulations
Extensive knowledge of Financial Planning principles including Estate, Retirement and Tax Planning

*Only shortlisted candidates will be contacted for Interviews with our Consultants. This will be within 2-3 days of applying. You will receive an automated response to your email which will confirm that we have received your CV. If you have not heard from a Consultant within 3 days of applying, please consider your application to be unsuccessful.

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