Manager, Portfolio Jhb

Standard Bank Of South Africa Limited; Johannesburg; On-site; ZAR 800 000 - 1 200 000; Full time

Job summary

A leading financial institution in South Africa is seeking an experienced Portfolio Manager to manage high-value client portfolios. This role involves critical analysis and contribution to the equity research process, ensuring alignment with the company’s investment philosophy. Candidates should possess a post-graduate degree in relevant fields and strong expertise in asset management. This position offers a unique opportunity to provide personalized client services within a collaborative team environment.

Qualifications

• Strong knowledge in portfolio management and asset management practices.
• Ability to analyze complex market issues and investment opportunities.
• Leadership experience in managing assets for high-net-worth clients.

Responsibilities

• Accountable for managing portfolios of high-value, sophisticated clients.
• Foster collaborative relationships with wealth managers and clients.
• Shape and implement the investment process aligned with company philosophy.

Skills

Portfolio Management

Client Relationship Management

Investment Analysis

Business Strategy Development

Education

Post Graduate degree in Investment Management, Accounting & Finance, or related fields

CFA - ideally completed or in progress

FAIS compliance

Job description

Business Segment

Insurance & Asset ManagementLocation : ZA, GP, Johannesburg, 30 Baker StreetThis role is core to the business's portfolio management, critically analysing and contributing to the equity research process, active asset management of client portfolios, and client relationship management.

The portfolio manager will be accountable for a portfolio of high-value and sophisticated clients characterized by high-touch client service and overall client experience, leveraging a robust investment philosophy and process aligned with the MD house view.

Foster collaborative and deep relationships with wealth managers and relationship managers, respectively.

Formulates the house view across sectors, expressed in the model portfolio.

Articulates well-founded views on all stocks and sectors we invest in.

Must be a subject matter expert with deep sector, market, and complex issue analysis skills.

Demonstrates ability in business strategy development and implementation.

Promotes the investment philosophy and tests the integrity of the team's work against it.

Responsible for providing clients with a high-touch personal experience, building deep relationships, and achieving trusted advisor status.

Shapes and implements the investment process, ensuring client portfolios align with the house view and investment mandates.

Qualifications

Preferred Qualification and ExperiencePost Graduate (4-year) degree in Investment Management, Accounting & Finance, Economics, or Numerical subjects such as Mathematics, Science, Analytics.CFA – Ideally completed or in progress.FAIS - Must have successfully completed FSB / FAIS exams.Knowledge / Technical Skills / ExpertisePortfolio Management, Sales & Service, and Investments : Leadership experience within asset management or senior portfolio management, preferably managing assets for High-Net Worth Clients.

Proven decision-making track record.

All recruitment processes comply with applicable local laws and regulations.

We will never ask for money or any form of payment during recruitment.