Portfolio Manager
4 days ago
- Jobs by Location
- Job by industries
- 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
- Sales / Retail / Business Development jobs
-
Portfolio Manager
3 days ago
Johannesburg, Gauteng, South Africa C40 Cities Full timeAn exciting opportunity has become available for a Portfolio Manager to join an advisory-driven financial services company in Johannesburg.As the Portfolio Manager in this forward-thinking, modern, and entrepreneurial company, your role will encompass management of private client portfolios across several functions including Marketing, Client Acquisition,...
-
Portfolio Manager
2 weeks ago
Johannesburg, Gauteng, South Africa Venture Refinery (Pty) Ltd Full timeWe're Hiring: Portfolio ManagerAre you an experienced investment professional? Were looking for a Portfolio Manager to manage and optimize client investments. Apply now
-
Investment Portfolio Manager
3 days ago
Johannesburg, Gauteng, South Africa C40 Cities Full timeJob Description: Financial Services Portfolio ManagerWe are an advisory-driven financial services company seeking a Portfolio Manager to join our team in Johannesburg. The successful candidate will be responsible for managing private client portfolios across multiple functions, including marketing, client acquisition, and risk management.The key...
-
Portfolio Manager
4 days ago
Johannesburg, Gauteng, South Africa Fresenius Kabi Full timeRole OverviewFresenius Kabi is a leading global healthcare company committed to delivering high-quality medicines and technologies for critically and chronically ill patients. With a strong presence in over 100 countries, we offer a diverse portfolio of products including biosimilars, clinical nutrition, infusion pumps, and blood collection devices.We are...
-
Portfolio Manager
1 day ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeSeniority Level: AssociateOur client is seeking a highly motivated and experienced Market Risk Analyst to join their team in Africa. The successful candidate will be responsible for managing financial risks across designated portfolios and collaborating with traders to understand market trends and positioning.The ideal candidate will have a strong background...
-
Portfolio Investment Manager
3 days ago
Johannesburg, Gauteng, South Africa C40 Cities Full timeA forward-thinking and entrepreneurial company is seeking a Portfolio Manager to join its advisory-driven financial services team in Johannesburg. As a key member of the team, you will be responsible for managing private client portfolios across multiple functions, including marketing, client acquisition, and risk management.The ideal candidate will...
-
Infrastructure Portfolio Manager
4 days ago
Johannesburg, Gauteng, South Africa Rand Merchant Bank Full timeJob title : Infrastructure Portfolio ManagerJob Location : Gauteng, JohannesburgDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionHello future Infrastructure Portfolio Manager Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways...
-
Portfolio Manager
3 days ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeAre you a seasoned Portfolio Manager looking for your next career move? An office family is currently seeking a talented professional to join their dynamic teamThe successful candidate will be responsible for managing the global and local multi-asset investment portfolios of an existing book of high-net-worth clients. This requires in-depth technical...
-
Portfolio Manager
2 hours ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeJob Title: Portfolio ManagerWe are seeking an experienced Portfolio Manager to join our team in Johannesburg, South Africa. The successful candidate will have a strong track record of managing multiple projects simultaneously, with excellent leadership skills and the ability to motivate cross-functional teams.The ideal candidate will have a Bachelor's degree...
-
Quantitative Portfolio Manager
15 hours ago
Johannesburg, Gauteng, South Africa FirstRand Namibia Limited Full timeWe are seeking an experienced Quantitative Portfolio Manager to join our team at Ashburton Investments. As a key member of our Performance and Risk Analytics team, you will be responsible for providing advanced portfolio analysis services to our clients.Key responsibilities include:Conducting detailed performance attribution and risk analysesDeveloping and...
-
Product Portfolio Manager
4 days ago
Johannesburg, Gauteng, South Africa IntelliStaff Full timeLocation: Northriding, RandburgJob Description:Manage a portfolio of products within a defined strategic market. Analyzing the success of the product portfolio and providing insight into new product introduction portfolio fit and the potential impact on the portfolio. Effectively lead all aspects of the product portfolio working within the wider team to...
-
Portfolio Management Specialist
3 days ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeAbout The JobWe are seeking a skilled and detail-oriented Junior Client Portfolio Analyst to join our team at The Recruitment Council.The successful candidate will form part of the Investment Management Team and have a strong working relationship with the Investment team. Other working relationships include general client relationship managers, external...
-
Portfolio Management Associate
3 days ago
Johannesburg, Gauteng, South Africa The Talent Experts Full timeThe Talent Experts is seeking a highly skilled Portfolio Management Associate to support our investment team in Johannesburg. As a key member of our team, you will be responsible for providing administrative support to Portfolio Managers, ensuring that client presentations are accurate and up-to-date.Key responsibilities include managing the onboarding...
-
Insurance Portfolio Manager
3 days ago
Johannesburg, Gauteng, South Africa Ebullient Recruitment Services Full timeJob Description:Ebullient Recruitment Services is a renowned leader in the recruitment industry, specializing in placing highly skilled professionals in top companies. We are currently seeking an experienced Insurance Portfolio Manager to join our team.As an Insurance Portfolio Manager, you will be responsible for managing a diverse portfolio of property...
-
Trade Portfolio Manager
3 days ago
Johannesburg, Gauteng, South Africa University of Fort Hare Full timeTrade Portfolio ManagerThe University of Fort Hare is seeking a Trade Portfolio Manager to join our team. In this role, you will be responsible for accountable for customer satisfaction and experience for all assigned segments and trade portfolio.Key Responsibilities:To ensure timely distribution of all promotional literature.To gather and analyse market...
-
Portfolio Manager
2 weeks ago
Johannesburg, Gauteng, South Africa Excellerate JHI Full timeJob title : Portfolio ManagerJob Location : Gauteng, JohannesburgDeadline : March 07, 2025Quick Recommended LinksJobs by Location Job by industries About the roleAs a Portfolio Manager, you will oversee a range of buildings, ensuring their optimal performance across key areas including credit management, financial administration, leasing, and facilities...
-
Property Portfolio Manager
2 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob Summary:Network Recruitment is seeking a highly skilled Property Portfolio Manager to join our team. As a key member of our operations department, you will be responsible for managing all aspects of our property portfolio, ensuring efficient operations and maximizing returns.About the Role:Key Responsibilities:Portfolio Management: Manage all aspects of...
-
Portfolio Manager
3 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeThis is a full-time, permanent position based at the Head Office located in Johannesburg, reporting to the IPC Business Unit Manager. This role will require a deep understanding of the Infection Prevention and Control (IPC), Disinfection and Wound, Ostomy and Continence Care (WOC).You will need to implement and drive strategies in alignment with the regional...
-
Portfolio Manager
3 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeThis is a full-time, permanent position based at the Head Office located in Johannesburg, reporting to the IPC Business Unit Manager. This role will require a deep understanding of the Infection Prevention and Control (IPC), Disinfection and Wound, Ostomy and Continence Care (WOC).You will need to implement and drive strategies in alignment with the regional...
-
Portfolio Manager
1 week ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeThis is a full-time, permanent position based at the Head Office located in Johannesburg, reporting to the IPC Business Unit Manager. This role will require a deep understanding of the Infection Prevention and Control (IPC), Disinfection and Wound, Ostomy and Continence Care (WOC).You will need to implement and drive strategies in alignment with the regional...