Senior Portfolio Manager- Melville Douglas Investment Management KZN

Standard Bank Group; Durban; On-site; ZAR 800,000 - 1,500,000; Full time

Job summary

A leading financial institution seeks a Portfolio Manager to oversee high-value client portfolios, ensuring alignment with investment strategies and fostering strong client relationships. The ideal candidate will possess a postgraduate degree, CFA, and proven leadership in asset management, aimed at delivering exceptional client experiences.

Qualifications

• Post Graduate degree with a focus on relevant fields.
• CFA completed or in progress.
• FAIS exams successfully completed.

Responsibilities

• Accountable for managing high-value client portfolios.
• Foster relationships with wealth managers and clients.
• Shape and implement investment processes.

Skills

Portfolio Management

Sales and Service

Investments

Leadership

Decision Making

Education

Post Graduate degree in Investment Management, Accounting & Finance, Economics

CFA certification

FAIS certification

Job description

This role is core to the business's portfolio management, critically analyzing and contributing to the equity research process, active asset management of client portfolios, and client relationship management. The portfolio manager will be accountable for a portfolio of high-value and sophisticated clients, characterized by high-touch client service and overall client experience, leveraging a robust investment philosophy and process aligned with the MD house view. Foster collaborative and deep relationships with wealth managers and relationship managers respectively.

Formulates the house view across sectors, expressed in the model portfolio, and articulates well-defined views on all stocks and sectors we invest in. Must be a subject matter expert with deep thinking across sectors and markets, capable of making sense of highly complex markets and issues. Demonstrates ability in business strategy development and implementation.

Promotes the investment philosophy and tests the integrity of the team’s work against this philosophy. Is accountable for providing clients with a high-touch personal experience, building deep relationships, and constantly raising standards to achieve trusted advisor status. Responsible for shaping and implementing the investment process, ensuring client portfolios are aligned with the house view and clients’ investment mandates.

Qualifications :

Type of Qualification :

Post Graduate (4-year) degree with a focus on Investment Management, Accounting & Finance, Economics, Numerical subjects (e.g., Mathematics, Science, Analytics).

CFA: Must have completed or be in the process of completing the required coursework.

FAIS: Must have successfully completed FSB / FAIS exams.

Experience Required

Knowledge / Technical Skills / Expertise:

Portfolio Management, Sales and Service, Investments: Leadership experience within asset management or senior portfolio management experience, preferably managing assets for High Net Worth Clients. Proven decision-making track record.

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
• IT Knowledge
• Risk / Reward Thinking

Remote Work : Employment Type :

Key Skills

Experience : years

Vacancy : 1

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