Investment Consultant recruitment
MUST HAVE INVESTMENT CONSULTING EXPERIENCE
Key Tasks and Responsibilities
- Manage the Investment Consulting relationship with clients.
- Provision of Client presentations and reports (Covering investment strategy, manager selection and implementation, and regulatory aspects).
- To promote the AFCA Implemented Consulting proposition to both existing clients and new prospects.
- Promote the AFCA Investment Consulting proposition to both existing AFCA clients and new prospects.
- To assist trustees with establishing and reviewing their asset allocation strategy.
- Review performance and recommend relevant strategic changes taking into account the client’s attitude to risk.
- To act as a point of reference for investment queries from all areas of the corporate business.
- Interaction with the actuarial team and employee benefit consultants.
- Supporting Senior Consultants on larger clients.
Competencies
• Client Focus
- Understand, develop and satisfy client needs and manage expectations.
- Preferably (but not a requirement) 1 years’ experience in a client facing, investment consultancy role
• Self Management
- Takes personal responsibility for own training and development, actively seeking ways to improve own knowledge and skills.
- Work output is satisfactory, consistent and delivered within all deadlines.
- Able to prioritise and respond flexibly to changes.
• Communication (internal and external)
- Ability to communicate effectively both verbally and in writing.
- Ability to negotiate, influence, feedback and consult with clients and fund managers.
- Ability to respond to both oral and written communication.
• Teamwork and Relationships
- Supports and works towards team objectives.
- Ability to establish acceptable relationships, based on openness, mutual trust and respect.
- Actively builds relationships with team, internal and external clients.
• Commitment and Responsibilities
- Takes personal responsibility to ‘own the problem’, create solutions and follow through any job to completion.
- Shows a desire to succeed and makes specific changes in work processes to improve performance.
• Accuracy and Quality
- Output is error free and demonstrates attention to detail.
• Business and Industry Appreciation
- Understands the nature/structure of the financial services industry.
- Understands the role Alexander Forbes plays within the financial services industry.
- Demonstrates market knowledge and understanding for their area of specialism.
• Company Internal
- Work practice confirms with Company procedures relevant to business unit and role.
- Demonstrates regulatory awareness where applicable.
• IT Skills
- Able to use core IT systems in line with job requirements.
• Qualifications/Experience
- CFA or part qualified Actuary (or equivalent investment exams: CAIA, IAC or IAD)
- Solid and demonstrable Investment Consultant experience (MUST HAVE)