Momentum Vacancies 2023 – Asset Consultant

Website Momentum

Job Description:

To provide an effective service to clients by managing a portfolio of clients, facilitating trustee and advisory body meetings and providing advice on institutional investment-related matters. Will assist the Principal and Senior Consultant with the day-to-day activities required to manage a portfolio of clients where not the lead consultant. Will also be the lead consultant on a portfolio of own smaller clients with oversight from a Principal or Senior Consultant.

Job Responsibilities:

  • Assist with client invoicing to ensuring that they are accurately calculated and allocated to clients
  • Build and maintain effective relationships with internal and external clientsTake ownership of all queries and ensure that they are resolved timeously and effectively
  • Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
  • Build a network of relationships with service providers in order to ensure effective service delivery to clients
  • Provide a consistent service delivery to ensure client retention and satisfaction
  • Assist in the onboarding of new clients ensuring efficiency and that everything is processed within agreed timelines
  • Check the retainer income invoicing of stand-alone funds and any other ad-hoc services invoice excluded in the retainer
  • Draft investment performance reports where necessary
  • Where relevant, take ownership of the client and manage the entire client relationship (relational and technical) insofar as asset consulting functions are concerned
  • Follow up on action items from client meetings ensuring that they are executed within agreed timelines

Job Requirements:

  • FAIS accredited
  • Comprehensive knowledge of asset manager environment
  • Comprehensive knowledge of investments and economics
  • Knowledge of the investment industry
  • 3-5 years’ consulting experience within the investment consulting environment
  • Relevant Bachelor’s Degree or equivalent
  • Regulatory Exam (RE)

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Sandton, Gauteng, SA

Application Deadline: N/A

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