Senior Portfolio Manager for Institutional & HNW Clients

Placements24; Rustenburg; On-site; ZAR 1,000,000 - 1,800,000; Full time

Benefits offered by this job

Competitive salary

Bonuses

Health & retirement benefits

Professional development

Research tools access

Collaborative culture

Job summary

Placements24 is seeking a seasoned Investment Portfolio Manager to join its team in Rustenburg. The role focuses on managing investment portfolios for high-net-worth individuals and institutional clients, aligning strategies with financial objectives and risk tolerance.

You will lead strategy development, asset allocation, security selection, and performance monitoring, delivering clear reports to clients and the investment committee. A strong track record and CFA or master's are preferred.

Qualifications

• 8+ years of experience in investment/portfolio management.
• Bachelor's degree in finance or related field; CFA/masters preferred.
• Strong analytical, quantitative, and risk assessment skills.
• Excellent client communication and ethics.

Responsibilities

• Develop and implement customized investment strategies.
• Conduct market research and security valuation.
• Construct and manage diversified portfolios across asset classes.
• Monitor performance and report to clients and investment committee.
• Maintain knowledge of market trends and regulatory changes.
• Build long-term client relationships with expert guidance.

Skills

Investment strategy

Portfolio management

Risk analysis

Client relationships

Financial analysis

Education

Bachelor's degree in finance

Master's degree

CFA charter preferred

Tools

Portfolio management software

Financial analysis tools

Job description

Placements24 is seeking a seasoned Investment Portfolio Manager to join its team in Rustenburg. The role focuses on managing investment portfolios for high-net-worth individuals and institutional clients, aligning strategies with financial objectives and risk tolerance.

You will lead strategy development, asset allocation, security selection, and performance monitoring, delivering clear reports to clients and the investment committee. A strong track record and CFA or master's are preferred.