Senior Investment Consultant - Pinelands at Old Mutual

Job Description

• We are on the lookout for a seasoned Investment Consultant to become a part of our dynamic team at a leading Discretionary Fund Manager within the Old Mutual Multi-Manager business. The ideal candidate will be instrumental in consulting with high-calibre investment clients, holding a Category 2 FAIS license, to develop bespoke investment strategies that align with their unique practice needs. This role is based in Cape Town.

Key Responsibilities include:

• 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.
• 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.

Qualification, Skills and Experience

• A robust investment-related qualification, preferably at a postgraduate level (e.g., CFA, CFP, MBA or equivalent). Post Grad in Financial Industry.
• High level of accountability and ownership
• Excellent interpersonal and communication skills
• 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.
• The successful candidate will join a team that is committed to excellence, innovation, and the highest ethical standards. If you are driven by a passion for investments and a desire to make a significant impact on the financial well-being of our clients, we would like to hear from you.