Alexander Forbes Vacancies – Head of Retail Investments

Job Description:

Job Responsibilities:

• Effective communication and working relationship between investment team and retail business units is developed
• All retail channels are serviced and relevant communications are delivered timeously
• Develop suitable retail investment strategies to respond to the needs of advisor and clients
• Support advisors in client facing interactions
• Areas of responsibility to develop include Investment products (eg.ETNs, ETFs and structured products), Financial Products (LISP’s, onshore/offshore wrappers, term based, guaranteed, risk products), broader HNW solutions and Offshore investments
• Responsible for managing Bespoke Model portfolios for selected IFAs and HNW advisors
• Stay informed of developments in the market, understand the effect and impact on portfolios, create suitable communications for retail investors as necessary
• Continuous assessment of the competitor landscape and evaluation of retail investment gaps that need to be addressed.
• Present at retail roadshows and roundtables

Qualification & Experience:

• 7-10 year in Financial Services, with a focus on retail investments
• Relevant graduate and postgraduate qualification or equivalent business degree or certificate

Job Details:

Company: Alexander Forbes

Vacancy Type:  Full Time

Job Location: Sandton, Gauteng, SA

Application Deadline: N/A

Apply Here