Senior Manager, Portfolio Cpt

Standard Bank Group; Cape Town; On-site; ZAR 700,000 - 1,200,000; Full time

Job summary

A leading financial institution is seeking an experienced Wealth Manager to drive client acquisition and increase revenue. With over 10 years of experience in Wealth Management, candidates will develop strategies, manage portfolios, and lead teams. Join a purpose-driven organization that celebrates Africa's growth and invests in its employees.

Qualifications

• 10+ years in Wealth Management and Investment Management.
• Expertise in Portfolio Management and equity analysis or sales.
• Strong track record in revenue growth.

Responsibilities

• Develop strategies for client acquisition and revenue growth.
• Manage client portfolios and ensure service delivery excellence.
• Lead and mentor team members to enhance performance.

Skills

Challenging Ideas

Developing Expertise

Developing Strategies

Client Value Propositions

Economic Analysis

Client Retention

Active Investment Management

Performance benchmarking

Statistical and Mathematical Analysis

Education

First Degree in Finance

First Degree in Accounting

CFA Qualification

Registered Trader

Registered Stockbroker

Job description

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

Industry relevant qualification such as CFA preferred. JSE Stockbroker preferable.

Registered Trader

Registered Stockbroker

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.

Additional Information

• Challenging Ideas
• Developing Expertise
• Developing Strategies
• Directing People
• Generating Ideas
• Making Decisions
• Providing Insights
• Resolving Conflict
• Taking Action
• Client Value Propositions
• Coaching and Mentoring
• Statistical and Mathematical Analysis
• Client Retention
• Active Investment Management
• Performance benchmarking
• Economic Analysis
• Risk / Reward Thinking

Are you passionate about Africa's potential? Are you driven to win? At Standard Bank Group, a team of over 50,000 dedicated individuals share one common purpose: Africa is our home, we drive her growth. We believe our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work, pursue your dreams, and see your ideas shape a brighter future for Africa. Join us if you're ready to turn your passion into impact and make a real difference as part of a dynamic team.