Alexander Forbes Careers – Client Investment Analyst

Website Alexander Forbes

Job Description:

Provide support to senior staff of Alexander Forbes Investments’ Delegated solutions team for their client reportbacks, as well as to senior and principal consultants on Advisory clients. Contribute to the profitability of Alexander Forbes by providing a professional, quality service to clients; client satisfaction, retention and expansion; keeping abreast of developments in industry; ensuring at all times that Alexander Forbes’ standards are maintained.

Job Responsibilities:

  •  Delivering of service and commitments to the client
  •  Support the deliverables associated with presentation report backs relating to economics and investment performance
  • Getting input from internal contacts
  •  Liaising with investment team members when necessary
  •  Act as the interface between the client and other internal departments
  •  Monitoring and follow up of instructions and information requests
  •  Getting internal input to ensure ultimate client service and attainment of client objectives
  •  Remaining client focused at all times
  • Maintaining existing client base
  •  Ensuring tasks are completed to satisfaction
  •  Liaison and communication with internal departments on issues pertaining to management of the client portfolio

Qualification & Experience:

  • Bachelor’s degree in actuarial, investments, finance, economics, etc… 1 – 3 years relevant experience
  • RE5 completed (preferred, not mandatory)
  • Class of business completed (preferred, not mandatory)

Job Details:

Company: Alexander Forbes

Vacancy Type:  Full Time

Job Location: Sandton, Gauteng, SA

Application Deadline: N/A

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