8 Oct 2018

Full-Time Institutional Client Services Consultant, Jhb

AdrienneJOHNNESBURG, Johannesburg, Gauteng, South Africa

Job Description

Client in the asset management industry who have large pension and provident fund clients and seeks a strong Institutional Client Services Consultant to join their strong and committed institutional client team to provide high quality client services to their clients. This team is proud of their client service level, are bright, driven and have high standards.


Jhb based.


EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. 


The role in a nutshell: To provide high level and high standard of client service to their large, sophisticated pension and provident fund clients, being able to provide integrated solutions for clients. Strong focus on building strong working relationships with internally with the various teams, and externally with retirement fund specialists, pension funds, boards of trustees etc. Take full responsibility of the client engagement, responsible for the review and sign off of drafted client presentation, prepare and write comprehensive documents, be comfortable presenting and speaking at conferences, ability to convey complex scenarios in a more simplified manner, present to the pension funds and boards of trustees. Must have ability to carry out quantitative research in terms of risk and performance calculations. Must have a strong broad technical investment knowledge, understand investment mandates and terms, explain them accordingly (whether LDI, ALM, asset allocation, benchmarks etc.)


Qualifications and experience required:

  • A minimum of a completed relevant tertiary qualification (Quants, Economics, Actuarial or similar) and CFA, CFP, CA(SA) a strong preference
  • A minimum of 6 years’ experience in the asset management / investments space. Preference to candidates who have possibly have had asset allocation, portfolio structuring, investment advice in the institutional client space
  • Must have a good understanding of the financial markets
  • Must have a solid working knowledge of investment concepts asset allocation, ALM, portfolio construction etc.
  • Star qualities that we’re looking for:
    • Excellent communication skills and a client centric attitude
    • Excellent project management and administration skills
    • Strong presentation skills with the ability field and answer questions from sophisticated pension fund or trustee clients
    • Ability to market, network and cross sell solutions to client
    • Must have sound investment technical knowledge – ideally with a quants or actuarial background
    • Willingness to go the extra mile to ensure client service satisfaction

Excellent presentation skills both from an admin and ability to present to a sophisticated and often technically strong audience

How to Apply

To find out more or apply either apply here or please forward your CV to adrienne@candidateconnect.co.za or drop me a line for a confidential chat.
Please note that if you have not received a response within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.

Job Categories: Financial Markets. Job Types: Full-Time.

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