Senior Manager, Portfolio KZN

Standard Bank Group; Durban; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A leading financial services provider in South Africa seeks an experienced investment manager to develop client acquisition strategies and drive organic revenue growth. Candidates should have over 5 years in investment management or stockbroking and strong qualifications in finance or accounting. This full-time role does not allow for remote work and emphasizes strong customer service skills and strategic development.

Qualifications

• 5 years or more in Investment Management or Stockbroking.
• Experience in Portfolio Management / equity analysis or equity sales across both domestic and international markets.
• 5 or more years in Customer service delivery.

Responsibilities

• Develop new client acquisition strategies.
• Grow organic client revenue.
• Meet financial year targets.

Skills

Project / Program Management

Portfolio Management

Financial Analysis

Client Retention

Risk / Reward Thinking

Education

First Degree in Finance

First Degree in Accounting

Job description

Overview

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

Responsibilities

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

• 5 years or more in Investment Management or Stockbroking.


• Experience in Portfolio Management / equity analysis or equity sales across both domestic and international markets with a track record of successfully growing revenue streams


• 5 or more years in Customer service delivery.

Additional Information

Behavioural Competencies

• Challenging Ideas


• Convincing People


• Developing Expertise


• Developing Strategies


• Directing People


• Embracing Change


• Generating Ideas


• Making Decisions


• Providing Insights


• Resolving Conflict


• Taking Action


• Understanding People

Technical Competencies

• Client Value Propositions


• Coaching and Mentoring


• Statistical and Mathematical Analysis


• Client Retention


• Active Investment Management


• Performance benchmarking


• Economic Analysis


• Financial Management (Financial)


• Investment Risk Awareness


• Risk Reporting


• Risk / Reward Thinking

Remote Work: No

Employment Type: Full-time

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Experience: years

Vacancy: 1