Senior Portfolio Manager - Coastal Wealth Growth

Placements24; Mossel Bay; Presencial; ZAR 1 200 000 - 2 400 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Performance incentives

Profit sharing

Medical benefits

Relocation assistance

Resumo da oferta

Placements24 in Mossel Bay invites a seasoned Portfolio Manager to oversee and grow client investment portfolios. You will develop investment strategies, manage asset allocation, and ensure client objectives are met while adhering to risk protocols.

With at least 5 years in portfolio management, you will analyze markets, select securities, and communicate performance to clients. The role offers a competitive salary, medical and retirement benefits, and relocation support for qualified candidates.

Qualificações

• Bachelor's degree in Finance or Economics (Master's preferred).
• Minimum of 5 years in portfolio management or investment analysis.
• Strong knowledge of asset classes, instruments, and market dynamics.

Responsabilidades

• Develop and implement tailored investment strategies for clients.
• Conduct market research, economic analysis, and security selection.
• Manage client portfolios to align with objectives and risk tolerance.
• Monitor portfolio performance and adjust to optimize returns.
• Communicate performance and strategy updates to clients regularly.
• Ensure compliance with regulatory requirements and internal policies.

Conhecimentos

Analytical skills

Communication

Client relationship management

Regulatory awareness

Formação académica

Bachelor's degree in Finance or Economics

Master's degree or CFA charter

Ferramentas

Investment management software

Descrição da oferta de emprego

Placements24 in Mossel Bay invites a seasoned Portfolio Manager to oversee and grow client investment portfolios. You will develop investment strategies, manage asset allocation, and ensure client objectives are met while adhering to risk protocols.

With at least 5 years in portfolio management, you will analyze markets, select securities, and communicate performance to clients. The role offers a competitive salary, medical and retirement benefits, and relocation support for qualified candidates.