Key Responsibilities Development of bespoke investment strategies for clients, including preparation of reports and presentations for clients Working with clients’ consultants in a professional manner Assist in answering technical investment questions from clients Attend client meetings as and when required Analysing and presenting asset liability modelling results to clients Communication of complex investment issues to trustees Annual strategy review for those clients with tailored investment strategies Proactive monthly contact with clients Client retention Maintain up to date client information Write meeting notes of all client meetings Update CRM database after all client interactions Save all client information on the server as per filing convention Keep a client Master file Mentoring junior members of the team Job Requirements B. Degree (Preferably with Actuarial Science and Finance) Fellow of the Faculty of Actuaries or CFA essential (completed or study towards) FAIS compliant MS Office super user At least 5 – 7 years experience in the Financial Services Industry, of which at least 5 years should have been in an Asset Management capacity with at least 3 years experience in a people management position. Salary on offer Market Related
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