Client Portfolio Manager Melrose

The Talent Experts; Gauteng; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A leading family office in South Africa is seeking an experienced Wealth Manager to manage high-net-worth client portfolios. The ideal candidate must possess a finance or investment degree and CFA Charter Holder, alongside at least 5 years of relevant experience. Successful candidates will enjoy competitive salaries and performance bonuses, with the opportunity to work from home two days a week. Fluency in English and Afrikaans is essential, along with transport to meet clients throughout Gauteng.

Benefits

Competitive salary

Performance bonuses

Support from a Junior Analyst

Long-term career growth opportunities

Qualifications

• A minimum of 5 years working experience in a Wealth Manager or Portfolio Manager role is essential.
• Must have your own transport for client meetings in Gauteng.

Responsibilities

• Manage and grow an existing book of high-net-worth clients.
• Oversee global and local multi-asset portfolios for clients.
• Collaborate with investment management teams across jurisdictions.

Skills

Client Relationship Management

Investment Expertise

Portfolio Management

Fluency in English

Fluency in Afrikaans

Education

Finance / Investment Degree

CFA Charter Holder

Job description

Is this you?

You're investment savvy and building client relationships is what you thrive in.

Not only do you have extensive technical investments experience, but you are also brilliant at building and maintaining client relationships.

This combination of skills and expertise allows you to grow and protect your clients' wealth, just what a family of wealth needs.

What you'll be doing (and why you'll enjoy it)

You will have the opportunity to manage and grow an existing book of high-net-worth clients.

Your main responsibility will be to manage the global and local multi-asset portfolios of these clients.

You will work closely with the investment management teams in various jurisdictions to ensure your clients' portfolios are structured to meet their goals and needs.

Where you'll be doing it

You will be joining a leading and well-known family office with an international presence.

You will be based in professional offices in Melrose, Johannesburg, with the option to work from home 2 days per week.

What you'll need

To succeed in this role, you need a finance / investment degree as well as your CFA Charter Holder.

A minimum of 5 years working experience in a Wealth Manager or Portfolio Manager role is essential.

You need to be fluent in English and Afrikaans and have your own transport to go out and see clients in and around Gauteng.

What you'll get

You will be offered a competitive salary as well as performance bonuses.

You will be supported by a Junior Analyst to help you offer your clients the best possible service and advice.

You will be backed by an international brand that offers long-term career growth.