Consult with clients to understand investment objectives and advise on portfolio construction, asset allocation, and product selection.
Leverage internal tools and research, including fund manager insights, performance analytics, and strategic asset allocation frameworks. […]
Provide expert guidance on local and offshore investment structures, product wrappers, and platform selection.
Stay up to date with South African and international financial regulations, including FSCA rules, CISCA, JSE listing requirements, hedge fund, and offshore regulations. […]
Demonstrate deep understanding of investment...