Portfolio Manager

An exciting opportunity has become available for a Portfolio Manager to join an advisory-driven financial services company in Johannesburg.

As the Portfolio Manager in this forward-thinking, modern, and entrepreneurial company, 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 qualification in a relevant field (i.e., finance, accounting or business science)
• 5 – 7 years of experience in the financial services sector
• CFA qualification would be advantageous
• Proven track record of 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 is customer centric and relationship orientated
• Methodical, accurate with meticulous attention 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 a diverse and impactful role, we encourage you to get in touch for a discussion about this position.