Simeka - Investment Consultant (JHB) at Sanlam Group

What will you do?

• Provides highly specialized and trusted investment consulting services with confidence working with a Principal/Senior to a large portfolio of institutional clients. Must operate independently on low demanding/governance budget clients.

Key Responsibilities

• Work with Principal/Senior to provide innovative, competent investment advice to a large portfolio of clients.
• Conducting detailed qualitative and quantitative research for client and business needs, report writing.
• Meaningful contribution to the growth of the business through new business and ad hoc revenue.
• Contribution to brand through thought leadership articles, speaking at conferences, and via other media.

Qualification and Experience

• Relevant degree and/or Post Graduate qualification e.g. B.Com Investments, Econometrix, B.Bus.Sci, B.Sc Maths/Stats, CFA or similar.
• Minimum 5 years of relevant experience working in Investment Consulting, Client Portfolio Management or similar investment-related experience.

Knowledge and Skills

• Apply deep understanding of investments to client needs.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)

Behavioural Competencies

• High level of Integrity
• Reliable
• Trustworthy
• Ambitious
• Driven
• Confident 
• Curious

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.