Portfolio Manager

Placements24; Richards Bay; Hybrid; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Salary and bonus

Health benefits

Professional growth

Research tools access

Hybrid work

Job summary

Placements24 in Richards Bay seeks a seasoned Portfolio Manager to oversee investment portfolios for high-net-worth individuals and institutional clients. You will develop and implement investment strategies, conduct market research, and manage client relationships to achieve financial objectives.

This hybrid role requires asset allocation, security selection, and risk management to maximize returns while adhering to client mandates and risk tolerance.

Qualifications

• Bachelor's degree in Finance or Economics; CFA designation strongly preferred.
• Minimum of 5 years in investment management, portfolio management, or financial advisory.
• Proven track record of managing investment portfolios and achieving competitive returns.

Responsibilities

• Develop and execute tailored investment strategies for diverse client portfolios.
• Conduct thorough research and analysis of asset classes including equities, fixed income, and alternatives.
• Select securities and manage asset allocation to meet client objectives and risk parameters.
• Monitor portfolio performance, identify deviations from strategy, and implement adjustments.
• Communicate with clients to provide performance updates, market commentary, and financial advice.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Analytical skills

Quantitative skills

Decision making

Client relationship management

Investment knowledge

Education

Bachelor's degree in Finance or Economics

CFA designation preferred

Job description

About the Role

Our client seeks a seasoned Portfolio Manager to oversee investment portfolios for high-net-worth individuals and institutional clients in Richards Bay. This hybrid role involves developing and implementing investment strategies, conducting market research, and managing client relationships to achieve financial objectives. You will be responsible for asset allocation, security selection, and risk management to maximize returns while adhering to client mandates and risk tolerance. This is a challenging opportunity to leverage your expertise in a client-facing capacity, contributing to a culture of integrity and client success.

Key Responsibilities

• Develop and execute tailored investment strategies for diverse client portfolios.
• Conduct thorough research and analysis of various asset classes, including equities, fixed income, and alternatives.
• Select securities and manage asset allocation to meet client objectives and risk parameters.
• Monitor portfolio performance, identify deviations from strategy, and implement necessary adjustments.
• Communicate regularly with clients to provide performance updates, market commentary, and financial advice.
• Ensure compliance with all relevant regulatory requirements and internal policies.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; CFA designation strongly preferred.
• Minimum of 5 years of experience in investment management, portfolio management, or financial advisory.
• Proven track record of managing investment portfolios and achieving competitive returns.
• Deep understanding of financial markets, investment instruments, and economic principles.
• Excellent analytical, quantitative, and decision-making skills.
• Strong interpersonal and client relationship management abilities.

Benefits

• Attractive salary and a generous, performance-driven bonus structure.
• Comprehensive health, retirement, and insurance benefits.
• Opportunities for professional growth and continuing education.
• A collaborative work environment with access to leading financial research and tools.
• Hybrid work arrangement promoting work-life balance.