Wealth Portfolio Manager - Growth & Client Strategy

Placements24; South Africa; Hybrid; ZAR 66,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and bonus structure

Comprehensive benefits package (health

Retirement and life insurance

Hybrid work arrangement

Access to proprietary research tools

Job summary

Placements24 in Port Elizabeth seeks a skilled Portfolio Manager specializing in Wealth Management to join their team in a hybrid role. You will manage investment portfolios for high-net-worth individuals, develop tailored investment strategies, and deliver comprehensive financial advisory services.

You will handle client relationships, performance reporting, and ensure investment decisions align with client objectives and market conditions in the dynamic banking and finance landscape.

Qualifications

• Bachelor's degree in Finance, Economics, or related field; CFA designation is highly preferred.
• Minimum of 6 years of experience in portfolio management, investment advisory, or wealth management.
• Proven track record of successfully managing investment portfolios and client relationships.

Responsibilities

• Develop and execute tailored investment strategies for individual and institutional clients.
• Manage client relationships, conducting regular portfolio reviews and performance discussions.
• Conduct in-depth market research and economic analysis to identify investment opportunities.
• Monitor portfolio performance, risk exposures, and rebalance assets as necessary.
• Ensure all investment activities comply with regulatory requirements and internal policies.
• Collaborate with financial planning teams to offer holistic wealth management solutions.

Skills

Portfolio management

Investment advisory

Wealth management

Client relationship management

Market analysis

Risk management

Education

Bachelor's in Finance/Economics/related field

CFA designation (preferred)

Job description

Placements24 in Port Elizabeth seeks a skilled Portfolio Manager specializing in Wealth Management to join their team in a hybrid role. You will manage investment portfolios for high-net-worth individuals, develop tailored investment strategies, and deliver comprehensive financial advisory services.

You will handle client relationships, performance reporting, and ensure investment decisions align with client objectives and market conditions in the dynamic banking and finance landscape.