Senior Private Wealth Portfolio Manager

Sanlam; Umhlanga Rocks; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading investment management firm in Umhlanga Rocks is seeking an experienced investment manager to manage client portfolios and ensure high standards of service. The ideal candidate will have a post-graduate degree, at least 5 years of experience, and knowledge of offshore trading and stockbroking. A commitment to personal and professional development, and integrity in business, are essential for success in this role.

Qualifications

• Minimum of 5 years relevant experience in investment management.
• Understanding of trade-offs in risk and return.
• Prior experience in wealth management or stockbroking.

Responsibilities

• Manage client investment portfolios.
• Portfolio construction and business development.
• Maintain client relationships and monitor portfolios.

Skills

Knowledge of the Private Client industry

Offshore trading knowledge

Stockbroking

Bilingual

Interpersonal and communication skills

Analytical capability

Education

Post graduate degree (B.Sc., B.Com. or B.Bus.Sc.)

Relevant Regulatory exam qualification RE 5

Studying towards CFA, CFP, FRM

Job description

A leading investment management firm in Umhlanga Rocks is seeking an experienced investment manager to manage client portfolios and ensure high standards of service. The ideal candidate will have a post-graduate degree, at least 5 years of experience, and knowledge of offshore trading and stockbroking. A commitment to personal and professional development, and integrity in business, are essential for success in this role.