Manager – Investment Consulting at Old Mutual

Job Description

• Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.
• We are on the lookout for a seasoned Investment Manager to become a part of our dynamic team for the Investment Consulting business within Symmetry.
• The ideal candidate will be instrumental in consulting with high-calibre investment clients, including those holding a Category 2 FAIS license, to develop bespoke investment strategies that align with their unique practice needs. In addition institutional and retail clients would also be in the remit of the investment consulting capability.

The role includes the following responsibilities:

• Engage with clients to understand their investment goals and requirements, providing expert advice on portfolio construction, asset allocation, and investment product selection.
• Utilize an extensive array of internal resources, including in-depth manager research, performance ratings, product design, and strategic asset allocation tools, to craft optimal investment solutions.
• Assist clients in constructing and managing their investment portfolios.
• Provide guidance on asset allocation to optimize investment performance.
• Maintain and build strong relationships with industry professionals and financial advisors and investment consultants.
• Ensure all investment strategies comply with regulatory requirements.
• Maintain a comprehensive understanding of South African financial regulations, including FSCA rules, CISCA, JSE listing requirements, Hedge fund, and offshore regulations, ensuring compliance across all client portfolios.
• Provide insights on tax efficiency strategies, including SITUS, income tax, and capital gains tax considerations.
• Build and maintain strong client relationships, providing high-quality service and expert investment guidance.
• Demonstrate expertise in product regulation and construction, including Unit Trusts, active and passive ETFs, Personal share portfolios, UCITS legislation, and investment structures such as Guernsey and Mauritius PCCs and VCCs.
• Offer guidance on local and international product wrappers, investment platforms, distribution channels, and the intricate web of tax and investment structures.
• Conduct ongoing market analysis to stay abreast of the competitive landscape, both locally and globally, utilizing advanced portfolio construction tools to inform client recommendations.
• Stay updated on market trends and provide insights to team and clients.
• These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required:

• CA / CFA / MBA - Post Grad in Financial Industry.
• High level of accountability and ownership
• Excellent interpersonal and communication skills
• A robust investment-related qualification, preferably at a postgraduate level (e.g., CFA, CFP, or equivalent).
• 10+ years of experience in the investment industry, with a proven track record of success in investment consultancy.
• Multi Management 3+ years.
• Extensive knowledge of financial markets, investment products, and regulatory frameworks, particularly within the South African context.
• Exceptional analytical skills, with the ability to interpret complex financial data and market trends.
• Strong communication and interpersonal skills, capable of building and maintaining relationships with a diverse set of clients.
• Proficiency in financial software and tools.

Skills

• Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude

Competencies

• Business Insight
• Collaborates
• Customer Focus
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity
• Optimizes Work Processes

Education

• NQF Level 8 - Honours or Postgraduate Diploma or equivalent

Closing Date

• 11 September 2025