Alexander Forbes Vacancies – Head of Retail Investments

Website Alexander Forbes

Job Description:

We are looking for the Head of Retail Investments to Lead the retail investments capability, with a focus on developing retail investment products and ensuring that products fit advisor needs.

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

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