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Manager, Portfolio Jhb
Standard Bank Of South Africa Limited
Senior Portfolio Manager — High-Value Wealth Clients
Standard Bank Of South Africa Limited
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Job summary
A leading financial institution in South Africa is seeking an experienced Portfolio Manager to manage high-value client portfolios. This role involves critical analysis and contribution to the equity research process, ensuring alignment with the company’s investment philosophy. Candidates should possess a post-graduate degree in relevant fields and strong expertise in asset management. This position offers a unique opportunity to provide personalized client services within a collaborative team environment.
Qualifications
- Strong knowledge in portfolio management and asset management practices.
- Ability to analyze complex market issues and investment opportunities.
- Leadership experience in managing assets for high-net-worth clients.
Responsibilities
- Accountable for managing portfolios of high-value, sophisticated clients.
- Foster collaborative relationships with wealth managers and clients.
- Shape and implement the investment process aligned with company philosophy.
Skills
Education
Insurance & Asset ManagementLocation : ZA, GP, Johannesburg, 30 Baker StreetThis role is core to the business's portfolio management, critically analysing 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.
Articulates well-founded views on all stocks and sectors we invest in.
Must be a subject matter expert with deep sector, market, and complex issue analysis skills.
Demonstrates ability in business strategy development and implementation.
Promotes the investment philosophy and tests the integrity of the team's work against it.
Responsible for providing clients with a high-touch personal experience, building deep relationships, and achieving trusted advisor status.
Shapes and implements the investment process, ensuring client portfolios align with the house view and investment mandates.
Preferred Qualification and ExperiencePost Graduate (4-year) degree in Investment Management, Accounting & Finance, Economics, or Numerical subjects such as Mathematics, Science, Analytics.CFA – Ideally completed or in progress.FAIS - Must have successfully completed FSB / FAIS exams.Knowledge / Technical Skills / ExpertisePortfolio Management, Sales & Service, and Investments : Leadership experience within asset management or senior portfolio management, preferably managing assets for High-Net Worth Clients.
Proven decision-making track record.
All recruitment processes comply with applicable local laws and regulations.
We will never ask for money or any form of payment during recruitment.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.