Portfolio Manager

C40 Cities; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

An exciting opportunity awaits as a Portfolio Manager in a dynamic financial services firm. In this role, you will manage private client portfolios, ensuring compliance with regulations while driving client acquisition and marketing initiatives. Your expertise in finance, coupled with strong interpersonal and analytical skills, will be key to your success. This forward-thinking company is committed to fostering a collaborative environment where innovative ideas thrive. If you're a motivated finance professional eager to make a significant impact in investment management, this is the perfect opportunity for you to advance your career in a vibrant and supportive setting.

Benefits

Accelerated career progression

Dynamic culture

Expert training

Qualifications

• 5-7 years experience in financial services with a focus on client portfolios.
• Tertiary qualification in finance or related field is essential.

Responsibilities

• Manage private client portfolios and ensure compliance with regulations.
• Prepare materials for client meetings and pitches.

Skills

Client Acquisition

Portfolio Management

Risk Management

Marketing Skills

Interpersonal Skills

Analytical Skills

Education

Tertiary qualification in finance, accounting or business science

CFA qualification

Job description

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.

About the job

Contract Type: FULL_TIME

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

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture, and expert training.