Global Wealth Portfolio Manager - Hybrid (2 days WFH)

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

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.