Client Liaison - EB / Investment Adminstration

 

Recruiter:

Bridgena Barnard & Associates

Job Ref:

CPT000403/CTBBP

Date posted:

Monday, October 4, 2021

Location:

Midrand, South Africa


SUMMARY:
Gauteng Employee benefits company needs the expertise of a CLient Liaison person to deal with large funds related to EB and Investment Administration

POSITION INFO:
Gauteng Employee benefits company needs the expertise of a CLient Liaison person to deal with large funds related to EB and Investment Administration

Bachelor of Commerce in Finance, Investment Management, Marketing or Economics
CFP
8  years working experience in a similar role within the Investment Consulting/Wealth Management Industry
Must have experience in a senior role in consulting institutional clients on investment matters
Investment strategy development, portfolio construction, asset strategy development and manager selection.

 



 

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