Investment Advisor with the ability to host Webinars on a weekly basis, “Spokes Person” skills and ability to assist in compiling high profile investment presentations to Advisors countrywide, required to start asap.

Minimum requirements:
• B.Comm – Investment Management / Accounting / Economics essential
• CFP essential
• Additional Investment qualification recommended
• Financial Services experience essential
• Ability to host Webinars
• “Spoke Person” skills
• Excellent presentation skills essential
• Knowledge and experience of traditional and alternative investment landscape in SA, including Life/LISP platforms, Collective Investment Schemes, Structured Products, Equity, Derivatives and Fixed Income Securities essential
• SA financial regulatory landscape knowledge essential
• Financial Planning principles including Estate, Retirement and Tax Planning knowledge required
• Business development skills essential

Responsibilities:
• Assist with High Nett Worth proposals and presentations
• Assist Distribution Channel with investment related queries, research and writing of articles
• Training
• Presenting at client functions
• Assist Chief Investment Officer
• Investigate and mitigate internal and Advisor risk
• Risk review of credit and counter party exposure
• Product comparative analysis
• Investment modelling and Tool design
• Regular investment training
• Technical Investment support to Advisors
• Write regular investment related articles
• Prepare detailed presentation material
• Tactical execution and management of market research projects
• Analyse potential investments across various asset classes incl. equities, fixed income, commodities
• Financial analysis of equity investments
• Financial statement modelling and equity valuations
• Analyse industry and macro trends
• Present due diligence research conclusions on new and existing products