Investment Consultant

Recruiter:

Communicate Recruitment

Job Ref:

CFA020474/Crush

Date posted:

Thursday, April 17, 2025

Location:

South Africa, South Africa

SUMMARY:
A prestigious financial services firm is seeking a skilled Investment Analyst to join its high-performing Investment Consulting team. This is an excellent opportunity for a seasoned professional to work closely with a portfolio of sophisticated clients, crafting tailored investment strategies that align with their specific goals and regulatory considerations.

POSITION INFO:

Key Responsibilities:

Consult with clients to understand investment objectives and advise on portfolio construction, asset allocation, and product selection.
Leverage internal tools and research, including fund manager insights, performance analytics, and strategic asset allocation frameworks.
Assist in the design, implementation, and oversight of client investment portfolios.
Provide expert guidance on local and offshore investment structures, product wrappers, and platform selection.
Stay up to date with South African and international financial regulations, including FSCA rules, CISCA, JSE listing requirements, hedge fund, and offshore regulations.
Advise clients on tax efficiency (SITUS, income tax, CGT) and ensure strategies remain compliant with legal frameworks.
Demonstrate deep understanding of investment products including Unit Trusts, ETFs, personal share portfolios, and UCITS-compliant vehicles.
Maintain and expand client relationships through continuous engagement and top-tier investment guidance.
Conduct in-depth market research to inform portfolio recommendations and ensure competitiveness.
Support the development of new product solutions in collaboration with consultants and investment professionals.
Oversee trading and portfolio rebalancing activities, continuously enhancing construction and optimisation methodologies.
Analyse fund peer group performance and flag underperformers for portfolio improvement and reporting purposes.

Required Qualifications & Experience:

A postgraduate investment qualification (e.g. CFA, CFP, or similar).
5–8 years of experience in investment consulting or a similar advisory environment.
Comprehensive understanding of financial markets, asset classes, and product regulation (local and international).
Demonstrated ability to translate complex data into actionable investment strategies.
Strong interpersonal and client-facing communication skills.
Proficiency in financial modelling, analytical tools, and market analysis platforms.

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Investment Consultant

Key Responsibilities:

Required Qualifications & Experience:

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