Portfolio Manager

3 months ago


Bellville, South Africa CA Financial Appointments Full time

My client is seeking a Portfolio Manager to join their team in Bellville. This person will personally liaise with top class investors on an ongoing basis with the goal to determine every clients by cost effective investment plans. If you are a member of the South African Insurance Stockbrokers, JSE Registered with an RE5 this role might be for you. This is an Employment Equity role.

Responsibilities:

  • Trading
  • Managing Customer Relationships
  • Developing the Business and managing its people
  • Risk Management
  • Review market and risk reports
  • Client and broker meetings
  • Put together monthly business reports
  • Manage client orders
  • Manage client cash

Requirements:

  • Must have relevant BCom Degree
  • Must have Registered Persons Exams or a Member of the South African Institute of Stockbrokers
  • Must be registered for JSE Registered Securities Trade Exam
  • Must have RE5
  • Must have 3 - 5 years experience within Stock broking and Portfolio Management
  • Strong numerical and analytical skills
  • Excellent people and communication skills

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.


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