Hnwi Business Development Officer

10 - 11 Years    Somerset West, South Africa

Job Description

Consolidated Wealth and Management SA Pty Ltd is a subsidiary of a global Financial Services organisation with offices in London, Dublin, Astana, Moscow, Singapore and now SA.
Act as the central point of contact for clients' investment needs / advice and be responsible for increasing share of wallet from existing clients
Partner up with the Relationship Manager to serve clients across a defined portfolio
Serve as strategic advisor on client's overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly
Assess clients' overall risk appetite and keep client risk profiles up-to-date and regularly reviewed
Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed
Collaborate with the relationship manager on account behavior and flag relevant updates, and on input for KYC
Collaborate closely with key internal partners, including discretionary portfolio managers and entire range of product specialists to deliver the firm's best capabilities, solutions and investment thinking
Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments
Proactively seek to manage and control risks while maximizing financial returns in line with regulations
Monitor clients' asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view
Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required
Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities
Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues

Your skills and experience:
Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs
Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
Opportunistic/idea-driven investing
Fluent in delivering a capital market outlook from both an investment strategist's view (i.e., top down) and a manager's view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment
Experienced and comfortable in leading investment discussions in one-on-one meetings and small groups
Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client
Fluent in discussing performance attribution
Have a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant
Ability to introduce existing client relationships a plus
Superior investment acumen with a strong understanding of various asset classes
Superior analytical skills as well as being detail-oriented on both strategy and execution
Excellent client-facing skills
Excellent communication skills and collaboration skills
Professional integrity
Self-starter and ability to work with teams across different locations
Willing and able to develop other staff, e.g., analysts
CFA, MBA degree or other advanced degree a plus
8 or more years of relevant investment experience
Relevant local licenses and qualifications
Photo (Full length & headshot)
Contactable References (Email AND phone)
Criminal Clearance / Dun & Bradstreet / Trans Union / Credentials Verified
Be available for Zoom interviews

Skills Required

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Job Detail

  • Job Id
  • Industry
    Banking/Financial Services/Broking
  • Total Positions
  • Job Type:
    Full Time
  • Salary:
  • Employment Status
  • Job Location
    Somerset West, South Africa
  • Education
  • Experience
    10 - 11 Years
  • Apply By
    Jun 19, 2021
  • Job Posting Date
    Feb 19, 2021