Senior Client Investment Specialist Job Sandton area,South Africa,Finance & Banking

To keep and grow clients by being the trusted advisor that delivers impartial, expert investment advice in a professional manner, ensuring at all times that Alexforbes' standards are maintained and the best advice is adhered to
To implement the advice-led investment consulting process and to drive the philosophy internally and externally, taking appropriate best advice in-house solutions to clients where applicable and appropriate, with demonstrable value-add to the client
To ensure client satisfaction by providing quality service through coordinating all internal and external contacts.
To manage and grow a profitable portfolio of clients and manage clients at risk
To support Principal Investment Consultants in advising very large and complex clients
To influence, challenge, and shape investment thinking within the business and industry.
To assist in the development of junior staff
To ensure compliance with FAIS and all other legislation pertaining to investments and the provision of advice.

Responsibilities:
Key Performance Area:
Client Responsibilities:

Provide investment advice pertaining to the client’s specific needs and in accordance with the advice-led investment consulting framework and FAIS
To support the Principal Investment Consultant in advising and servicing extensive and complex clients
To be the lead consultant to clients, covering responsibilities such as
Governance
Ensure all client investment strategies are aligned with Alexander Forbes' best advice
Portfolio construction, including asset allocation (interpretation of modeling with ALM specialist’s assistance), application of the reference portfolio framework, asset manager selection, and blending
Setting defined client year plans and managing clients at risk
Interpretation of performance reports
Presenting investment strategies and performance to clients
Compile comprehensive consulting reports for clients on investment-related matters
Keep clients updated with developments in the investment market.
Perform investment performance presentations, workshops, and trustee training as and when required
Lead discussions on ESG
Assist the client in assessing unlisted investment opportunities
Manage investment component of trustee meetings
Secretarial functions relating to agenda packs, meeting attendance, and minutes where required
Effective verbal and written communication to internal and external parties
Ensure timeous response to client queries and requests
Ensure that standard documents, such as quarterly reports, surveys, records of advice, etc., are issued timeously to clients.
Co-ordinate the entire workflow process for servicing the client portfolio by managing the work of junior consultants and other internal and external service providers, asset managers etc
Retain responsibility for all FICA and FAIS documentation.
Ensure deadlines are met and client expectations are managed
Build and maintain a relationship of trust with the client
Remain client-focused at all times
Fulfills his/her duties in such a manner that the relevant TCF outcomes are delivered
Accurate and detailed feedback to HoD for Management Information and tracking purposes, including updating CRM records and client folders
Participating in regular divisional meetings
Assistance with the development of investment best practice and accompanying content
Set appropriate budgets and financial objectives with HoD
Monitor progress against objectives
Maintain and grow client base
Accurately capture time so that clients can be billed accordingly
Ongoing reviewing of fees in line with any changes, and assessment of the appropriate fee structure
Ensure the correct fees are being charged, and that additional work is being charged for.
Ensure annual fee increases are implemented on time
Ensure clients…