Senior Manager, Portfolio Cpt

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

Job summary

A leading financial institution in Cape Town is seeking an experienced professional to develop new client acquisition and revenue growth strategies. The ideal candidate has over 10 years of experience in Wealth Management and Investment Management, with a strong focus on portfolio management and equity analysis. This role offers competitive compensation and opportunities for growth.

Qualifications

• 10 years of experience in Wealth Management and Investment Management.
• Experience in both domestic and international markets.
• Track record of successfully growing revenue streams.

Responsibilities

• Developing new client acquisition strategies.
• Developing organic client revenue growth targets.

Skills

Client acquisition strategies

Revenue growth strategies

Portfolio management

Equity analysis

Customer service delivery

Education

First Degree in Finance

First Degree in Accounting

Tools

JSE registration

FAIS compliance

Job description

Overview

Business Segment: Insurance & Asset Management
Location: ZA, WC, Cape Town, Dreyer Street

Responsibilities

The incumbent is responsible for developing new client acquisition and organic client revenue growth strategies and targets at the beginning of the financial year.

Qualifications

Type of Qualification: First Degree - Field of Study: Finance
Type of Qualification: First Degree - Field of Study: Accounting
JSE registered Stockbroker, CSb(SA), RE05, FAIS Compliant
Experience Required: 10 years or more in Wealth Management and Investment Management
Experience in Portfolio Management / equity analysis or equity sales, across both domestic and international markets, with a track record of successfully growing revenue streams
10 or more years in Customer service delivery.