Overview
Portfolio Manager Jobs in Johannesburg, South Africa at C40 Cities
Anexcitingopportunity has become available for a Portfolio Manager to join an advisory-driven financial services company in Johannesburg.
As thePortfolio Managerin thisforward-thinking,modern, andentrepreneurialcompany, your role will encompass management of private client portfolios across several functions including Marketing, Client Acquisition, Mandates, Portfolio Implementation, Portfolio Management, Compliance, and Risk Management.
Key qualifications and experience required for the Portfolio Manager:
Tertiary qualificationin a relevant field (i.e., finance, accounting or business science)
5 – 7 years of experiencein the financial services sector
CFA qualificationwould be advantageous
Proven track recordof managing private client portfolios across multiple functions
Excellent marketing and client acquisition (sales) skills and experience
Key duties of the Portfolio Manager:
Managing and being accountable for private client portfolios
Prepare material for face-to-face client introductory meetings and pitches
Ensure that the portfolio recommendation complies with the FAIS Act and other regulatory requirements
Contribute to any Business Development initiatives that the business undertakes to attract new clients
Manage client portfolios according to the agreed investment strategy
Maintain oversight of the dealing process to ensure that trades are completed as directed
Conduct company, sector, thematic or associated research to contribute to the team’s overall research efforts
Ensure portfolio risk variances are maintained within approved limits
Engage formally on annual reviews of client portfolios
Key personal skills:
Excellent interpersonal skills
High energy individual who iscustomer centricand relationship orientated
Methodical, accurate with meticulousattention to detail
Self-motivated work ethic with organisational skills and ability to prioritize
Ability to collaborate with others
Strong analytical, math and research skills
If you are a determined and strong-willed finance professional seeking to join a thriving business in adiverseandimpactfulrole, we encourage you to get in touch for a discussion about this position.
About the job
Contract Type:
Focus:
Investment Management
Workplace Type:
On-site
Location:
Johannesburg
Specialism:
Banking & Financial Services
Industry: Financial Services
Salary:
Negotiable
Job Reference: YM14S1-8376B04C
Date posted: 10 January 2025
Consultant:
Tiegan Stevens
Comejoin our global teamof creative thinkers, problem solvers and game changers. We offer acceleratedcareer progression, adynamicculture, and expert training.
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Title: Portfolio Manager
Company: C40 Cities
Location: Johannesburg, South Africa
Category: Finance & Banking, Management
