Principal Asset Consultant at Momentum Metropolitan Holdings Limited

Role Purpose    

• Enable the Momentum Consultants and Actuaries growth strategy through obtaining and maintaining investment consulting relationships

Requirements    

• Relevant Bachelor's degree
• At least 8 - 10 years' asset consulting experience in an institutional client environment
• Detailed knowledge of the South African investment industry
• 3-5 years' experience as lead investment consultant to institutional clients 

Duties & Responsibilities    

• Provide input into a comprehensive investment consulting strategy that will enable and grow consultants to be professional and well-respectedEnsure execution on the strategy that will include inter alia the following:           
• Advising institutional clients on all aspects of their investments            
• Building and improving relationships with clients            
• Building and maintaining strong relationships with internal stakeholders           
• Attending and providing input to consulting forums           
• Develop initiatives to improve or enhance the client experience           
• Take responsibility for advice given by consultants (where appropriate)           
• Manage the client's experience in order to ensure investment needs are being successfully addressed            
• Deliver authoritative, expertise and advice           
• Educate and develop Assistant Consultants 

Competencies    

• Accountability
• Analytical thinking
• Communicating with impact
• Planning and organising
• Presentation and facilitation skills
• Business Accumen

Closing Date    

• 2026/02/08