Senior Private Client Investment Manager

Stonehage Fleming Group; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading investment management firm in Cape Town is seeking a Client Relationship Manager to manage global and local multi-asset investment portfolios. The role requires strong organizational skills and a minimum of 5 years' experience in the investment industry. Ideal candidates will possess a degree in Finance or a related field and strong communication skills to foster client relationships while ensuring compliance with regulations.

Qualifications

• Minimum 5+ years' experience in a similar role within the investment industry.
• Proven new business capability and strong private client management experience.
• Experience in managing offshore and onshore multi‑asset class portfolios.

Responsibilities

• Manage investment portfolios of an existing book of clients.
• Develop strong working relationships with clients.
• Attend investment committee meetings and contribute to investment strategy.

Skills

Strong general investment knowledge

Working knowledge of compliance requirements

Excellent communication skills

Strong problem-solving ability

Education

Degree in Finance, Investments or related field

CFA Charterholder preferred

Job description

A leading investment management firm in Cape Town is seeking a Client Relationship Manager to manage global and local multi-asset investment portfolios. The role requires strong organizational skills and a minimum of 5 years' experience in the investment industry. Ideal candidates will possess a degree in Finance or a related field and strong communication skills to foster client relationships while ensuring compliance with regulations.