Portfolio Manager Diversified

Standard Bank Group; Johannesburg; Presencial; ZAR 1.500.000 - 2.300.000; Jornada completa

Descripción de la vacante

Standard Bank Group seeks an experienced Portfolio Manager to oversee a portfolio of high-value clients, delivering superior client experience and aligned investment outcomes. You will convert research views into multi-manager portfolios and collaborate with wealth managers for optimal client outcomes.

The role requires senior-level experience in asset and portfolio management, with a track record of managing complex portfolios, interpreting market data, and driving risk-adjusted performance

Formación

• Bachelor-level degree in Business Commerce, Finance and Accounting, or Actuarial Science with a first degree.
• Postgraduate degree in Business Commerce, Finance and Accounting, or Actuarial Science.
• Licenses & Certifications: Chartered Accountant (CA) and CFA.

Responsabilidades

• Lead high-value client portfolios with a focus on wealth management and client experience.
• Collaborate with wealth managers and advisors to guide investment directions and construct multi-manager portfolios.
• Analyze research, market signals, and portfolio analytics to inform recommendations and risk-adjusted performance.

Conocimientos

Articulating Information

Challenging Ideas

Checking Things

Developing Expertise

Active Investment Management

Asset Management

Data Analytics

Economic Analysis

Educación

First Degree

Post Graduate Degree

Chartered Accountant (CA)

Chartered Financial Analyst (CFA)

Descripción del empleo

• Business Segment: Insurance & Asset Management

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

The portfolio manager will be accountable for a portfolio of high value and sophisticated clients characterised by a high touch client service and overall client experience and be a critical in guiding the investment process. It is important to foster collaborative and deep relationships with wealth managers and Advisors, respectively. They should drive client portfolio outcomes across Melville Douglas Diversified by converting investment direction, research views and market signals into multi-manager model portfolios, blending manager and implementation decisions that keep portfolios aligned to client objectives and responsive to changing conditions. Generate informed portfolio recommendations, challenge emerging risks & opportunities, strengthen risk-adjusted performance through disciplined analysis, review & execution within a governed framework.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting, Actuarial Science
Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce, Finance and Accounting, Actuarial Science
Licenses & Certifications: Chartered Accountant (CA), Chartered Financial Analyst (CFA)
Experience Required
Asset & Portfolio Management
Investment & Asset Management
8-10 years
Experience constructing and managing multi asset or multi manager portfolios, including asset allocation, manager selection, exposure management and rebalancing decisions within an investment management or asset management environment.
7-8 years
Experience interpreting research outputs, market data and portfolio analytics to generate recommendations, evaluate scenarios and support portfolio positioning decisions under varying market conditions.
8-10 years
Experience engaging with investment, research and stakeholder groups to present portfolio rationale, influence decision-making and articulate performance, positioning and trade-offs in structured forums.

• Articulating Information
• Challenging Ideas
• Checking Things
• Developing Expertise
• Active Investment Management
• Asset Management
• Data Analytics
• Economic Analysis