Private Wealth Portfolio Architect

Sanlam; Durban; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading wealth management firm in Durban seeks an experienced professional to manage client investment portfolios. The ideal candidate should have at least 5 years of experience in investment management, a relevant postgraduate degree, and strong knowledge of the private client industry. If you possess excellent interpersonal and communication skills and thrive in a high-energy environment, this role offers great potential for career growth and development.

Benefits

Comprehensive wealth management solutions

Opportunities for growth and development

Qualifications

• Minimum of 5 years relevant experience in investment management.
• Knowledge and experience in management of equities and multi-asset class portfolios.
• Understanding of the FAIS Act.

Responsibilities

• Manage client investment portfolios.
• Build an asset base and develop business.
• Monitor individual portfolios and handle market movements.

Skills

Knowledge of the Private Client industry

Offshore trading knowledge

Stockbroking

Fully bilingual

Strong numerical orientation

Results orientation / self-starter

Excellent communication skills

Education

Post graduate degree (B.Sc., B.Com. or B.Bus.Sc.)

Relevant Regulatory exam qualification RE 5 applicable to CAT II

Studying towards a relevant post graduate qualification (CFA, CFP, FRM)

Job description

A leading wealth management firm in Durban seeks an experienced professional to manage client investment portfolios. The ideal candidate should have at least 5 years of experience in investment management, a relevant postgraduate degree, and strong knowledge of the private client industry. If you possess excellent interpersonal and communication skills and thrive in a high-energy environment, this role offers great potential for career growth and development.