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  • Posted: Mar 14, 2025
    Deadline: Not specified
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  • Robert Walters is a global, specialist professional recruitment consultancy. "Our story begins in 1985, when our CEO, Robert Walters, opened the first office in Central London. Rob has led the company ever since and has the same passion and commitment today. Over the last 30 years the business has grown and so has our ambition. We now operate across 2...
    Read more about this company

     

    Portfolio Manager

    • As the Portfolio Managerin this forward-thinking, modern, and entrepreneurial company, your role will encompass management of private client portfolios across several functions including Marketing, Client Acquisition, Mandates, Portfolio Implementation, Portfolio Management, Compliance and Risk Management.

    Key qualifications and experience required for the Portfolio Manager:

    • Tertiary qualification in a relevant field (i.e., finance, accounting or business science)
    • 5 – 7 years of experience in the financial services sector
    • CFA qualificationwould be advantageous
    • Proven track record of managing private client portfolios across multiple functions
    • Excellent marketing and client acquisition (sales) skills and experience

    Key duties of the Portfolio Manager:

    • Managing and being accountable for private client portfolios
    • Prepare material for face-to-face client introductory meetings and pitches
    • Ensure that the portfolio recommendation complies with the FAIS Act and other regulatory requirements
    • Contribute to any Business Development initiatives that the business undertakes to attract new clients
    • Manage client portfolios according to the agreed investment strategy
    • Maintain oversight of the dealing process to ensure that trades are completed as directed
    • Conduct company, sector, thematic or associated research to contribute to the team’s overall research efforts
    • Ensure portfolio risk variances are maintained within approved limits
    • Engage formally on annual reviews of client portfolios

    Key personal skills:

    • Excellent interpersonal skills
    • High energy individual who is customer centric and relationship orientated
    • Methodical, accurate with meticulous attention to detail
    • Self-motivated work ethic with organisational skills and ability to prioritize
    • Ability to collaborate with others
    • Strong analytical, math and research skills

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Robert Walters on www.robertwaltersafrica.com to apply

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