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A Broker
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General Details
Description
Why join this team?
The chance to build a thriving portfolio, earn uncapped commission, and work with a supportive team that prioritizes your professional development.
For more exciting Finance vacancies, please visit:
- Access to market-leading products and tools to support your success.
- A culture that values entrepreneurship, flexibility, and career growth.
- Competitive commission structure and incentives for top performers.
The chance to build a thriving portfolio, earn uncapped commission, and work with a supportive team that prioritizes your professional development.
Key Responsibilities
- Develop and maintain strong client relationships through proactive engagement.
- Provide expert advice on insurance, investment, and risk solutions tailored to client needs.
- Drive new business development and manage existing portfolios effectively.
- Ensure compliance with regulatory requirements and company standards.
Job Experience and Skills Required
- Education: Relevant financial or insurance qualification (RE5 and FAIS compliance advantageous).
- Experience: Minimum 35 years as a Broker in Financial Services, Insurance, or Investments.
- Proven ability to generate new business, manage client portfolios, and achieve sales targets.
- Skills: Excellent communication, negotiation, and relationship-building abilities.
- Strong understanding of financial products, risk management, and compliance frameworks.
For more exciting Finance vacancies, please visit:
https://www.jobplacements.com/Jobs/B/Broker-1244356-Job-Search-12-03-2025-10-17-15-AM.asp?sid=gumtree
Id Subtitle 1343711887
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Job Placements
Selling for 10+ months
Total Ads3.66K
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You will lead client relationships, design investment strategies, guide asset allocation decisions, and mentor junior team members all while contributing to a consulting model built for the future.Key Responsibilities:Lead advisory relationships across pension funds, insurers, and institutional clients.Develop and implement tailored investment strategies aligned with client objectives.Present market insights, performance results, and recommendations at Board and Committee meetings.Draft and maintain investment policy statements and governance documentation.Conduct ALM (asset-liability modelling), strategic asset allocation and multi-asset research.Perform manager research and due diligence across local and global asset classes.Analyse portfolio performance using attribution, risk analytics, and benchmarking.Coordinate rebalancing, transitions, and cash flow management activities.Monitor investment risk, governance adherence and mandate compliance.Mentor Junior Consultants and review technical output.Collaborate with research, reporting and systems teams to enhance service delivery.Contribute to proposals, tenders, RFPs and new business development.Job Experience and Skills Required:Education (Minimum requirement):Honours Degree in Actuarial Science, Investment Management, Finance, Economics, or a related field.Experience:510 years of experience in investment consulting or institutional asset management.Strong experience in manager selection, strategy formulation, and portfolio advisory.Exposure to ALM, investment modelling, or risk frameworks advantageous.Skills (Technical & systems):Advanced Excel and PowerPoint.Working knowledge of Python, R, or Power BI (advantageous).Strong analytical and quantitative ability.Understanding of Regulation 28, SAM, and other investment governance frameworks.Experience with performance measurement, portfolio construction, or ESG integration is beneficial.Other Non-negotiables:Excellent communication skills able to present to Boards and Committees with confidence.Strong client management and relationship-building ability.Ability to work independently and within a multi-disciplinary team.Commercial acumen and professional stakeholder presence.Apply now!For more exciting Finance vacancies, please visit:
https://www.executiveplacements.com/Jobs/S/Senior-Investment-Consultant-1240714-Job-Search-11-19-2025-00-00-00-AM.asp?sid=gumtree
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