Senior Investment Specialist
CurrentExamples of responsibilities:• Clients assisted: Discretionary Fund Managers• Positioning Coronation’s retail fund range to retail and corporate clients across South Africa• Manage the budget for this business unit and ensure retention and growth of the Coronation AUM.• Training various client channels on investment processes, asset allocation and investor behaviour• Regular interaction with Portfolio Managers and analysts to marry the investment process and philosophy, views and asset allocation calls, with Coronation client-based investment solutions• Reporting, presenting and consulting on Coronation market and investment views• Assisting corporate institutions, multi-managers, investment platforms and financial advisers• with fund selection.• Lead strategic planning on a national basis.• Act custodian for the group’s clients.• Conduit for all Personal Investment/Retail/Unit Trust clients between investment and operations teams and ongoing meeting of clients’ requirements• Build and maintain strong relationships with clients, as well as designated consultants and potential clients• Client interaction, report backs and information sharing with targeted client groups• Presenting to clients with gravitas• Keep clients abreast of market events regularly• Client development• Fully aware of the firm’s full product range and make clients aware of alternative products where appropriate• Ensure clients are in the right product for their needs
