About Company
Old Mutual is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across 14 countries in Africa, and in key markets in Asia and Latin America. Established in South Africa in 1845, we are a trusted leader in insurance, wealth management, banking, and investments. Our purpose is to help our customers achieve their lifetime financial goals, and we are committed to fostering a culture of innovation, integrity, and exceptional service. With a strong presence in Pietermaritzburg, we serve the local community with dedication, providing personalized financial advice and robust investment strategies.
Job Description
Are you a seasoned financial professional with a passion for guiding clients towards their financial aspirations? Old Mutual in Pietermaritzburg is seeking a dynamic and client-focused Investment Consultant specializing in Portfolio Management. This unique opportunity offers flexible working arrangements, empowering you to manage your time effectively while delivering unparalleled service. As an Investment Consultant, you will be instrumental in building and nurturing long-term relationships with high-net-worth individuals and corporate clients, understanding their complex financial needs, and crafting bespoke investment portfolios designed to meet their specific objectives.
Your expertise in market analysis, risk assessment, and investment product knowledge will be critical in providing sound, ethical advice. You will continuously monitor portfolio performance, conduct regular reviews with clients, and proactively adjust strategies in response to market changes and evolving client circumstances. This role requires a blend of analytical prowess, strong communication skills, and a genuine commitment to client success. While we offer flexibility, the role necessitates a strong on-site presence for client meetings and collaborative team engagement within our Pietermaritzburg office, ensuring you’re fully integrated into our supportive team environment. We are looking for someone who can thrive independently, yet also contribute to our collective success, embodying Old Mutual’s values of integrity, respect, and accountability. Join us in making a tangible difference in our clients’ financial futures, leveraging your expertise in a flexible yet impactful role.
Key Responsibilities
- Develop and maintain strong, long-term relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
- Conduct comprehensive financial needs analyses and formulate personalized investment strategies and portfolio recommendations.
- Implement and manage investment portfolios across various asset classes, adhering to Old Mutual's investment philosophy and regulatory guidelines.
- Regularly review client portfolios, assess performance against benchmarks, and make necessary adjustments to optimize returns and manage risk.
- Provide expert advice on a wide range of financial products and services, including unit trusts, retirement planning, endowments, and offshore investments.
- Stay abreast of local and global economic trends, market conditions, and regulatory changes that may impact client investments.
- Prepare and present clear, concise, and compelling investment proposals and reports to clients.
- Ensure full compliance with all internal policies, industry regulations, and ethical standards.
- Collaborate with internal specialists (e.g., estate planners, tax experts) to provide holistic financial solutions.
- Actively participate in professional development and continuous learning to enhance expertise.
Required Skills
- Proven experience in investment consulting or wealth management, with a focus on portfolio management.
- Strong understanding of financial markets, investment products, and economic principles.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional communication, presentation, and interpersonal skills.
- Ability to build rapport and trust with high-net-worth clients.
- Proficiency in financial planning software and CRM systems.
- Valid driver's license and own reliable transport.
- Relevant financial qualification (e.g., BCom, BBusSci in Finance, Economics, or related field).
Preferred Qualifications
- Postgraduate qualification such as MBA, CFA, CFP® (Certified Financial Planner) certification.
- Experience with Old Mutual's proprietary investment platforms and products.
- Established network of clients in the Pietermaritzburg region.
- Deep understanding of South African financial regulations (FAIS, FICA, etc.).
Perks & Benefits
- Competitive base salary with attractive performance-based incentives.
- Comprehensive medical aid and provident fund benefits.
- Generous leave policy, including annual leave and sick leave.
- Opportunities for continuous professional development and career growth within a leading financial institution.
- Access to cutting-edge financial tools and research.
- A supportive and collaborative work environment with flexible working arrangements.
- Employee wellness programs.
- Relocation assistance (if applicable).
How to Apply
Ready to take the next step in your career with a company that values your expertise and offers flexibility? We invite you to apply by clicking on the application link below. Please ensure your CV and cover letter highlight your experience in portfolio management and your ability to thrive in a client-centric, flexible environment.