Portfolio Architect: Client-Centric Investments

Old Mutual; Wes-Kaap; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A leading financial services firm in South Africa is seeking a Portfolio Manager to design and manage tailored investment portfolios. Responsibilities include client relationship management, compliance assurance, and strategic asset allocation. Candidates should possess a relevant degree, portfolio management experience, and strong analytical abilities. The role promises an engaging environment with opportunities for professional growth.

Qualifications

• Proven experience in portfolio management, ideally in a multi-manager environment.
• In-depth knowledge of financial markets and investment strategies.
• Ability to work independently and as part of a team.

Responsibilities

• Develop and implement customised portfolio solutions for clients.
• Build and maintain strong client relationships.
• Ensure compliance with regulatory requirements and company policies.

Skills

Portfolio management experience

Strong analytical skills

Excellent communication skills

Customer focus

Financial acumen

Education

Bachelor’s degree in finance or related field

Master's degree or certification (e.g., CFA, CFP)

Tools

Portfolio management software

Financial analysis tools

Job description

A leading financial services firm in South Africa is seeking a Portfolio Manager to design and manage tailored investment portfolios. Responsibilities include client relationship management, compliance assurance, and strategic asset allocation. Candidates should possess a relevant degree, portfolio management experience, and strong analytical abilities. The role promises an engaging environment with opportunities for professional growth.