Portfolio Manager

5 months ago


Claremont, South Africa The Talent Experts Full time

Keen to step up as a PM and be the right hand to the CIO?_

**Is this you?**

You’ve gained solid experience as an Analyst and a Portfolio Manager in the private client space and you’re keen to take on additional responsibilities including managing a small team while directly supporting the CIO.

**What you’ll be doing (and why you’ll enjoy it)**

You’ll be instrumental in the structuring and management of segregated share portfolio models and various funds to maximise risk adjusted returns while growing assets under management for the company. You will also be managing the small asset management team with 2 direct reports and 3 indirect reports. You will join the Investment Committee and will provide strategic input backed by investment research and you be responsible for marketing the strategies as well as doing presentations on the strategies and performance to internal Wealth Managers as well as external associates and clients of the business.

**Where you’ll be doing it**

You’ll be joining a well-known and trusted wealth management firm that has been looking after their clients for over 30 years. They manage the wealth of ultra-high net worth individuals and families, they also offer fiduciary services and EB solutions. Their offices are based in the investment hub of South Africa.Claremont, where you will be office based.

**What you’ll need**

This role carries great responsibility so you need to be at the peak of your career with no less than 10 years’ experience gained in investments as an Analyst and Portfolio Manager. You need to have a completed investment related honours degree and CFA is highly advantageous. Experience in private client asset management will put you at the top of the list.

**What you’ll get**

You’ll be joining a business with an offering that your clients won’t be able to refuse. You’ll be trusted and given autonomy to drive and manage this division while working directly with the CIO who has been in the industry for many years who is also a great mentor. A great salary will be offered as well as performance based bonuses.

**How to apply**

For a confidential discussion please contact Claudette Du Preez on 021/035/1433 or send your CV to c.dupreez (at) thetalentexperts coza

We appreciate that your CV might not be fully up to date. No problem just send us what you have.



  • Claremont, South Africa WeTrade Property Full time

    Property Portfolio Assistant for the Sectional Title and HOA department plays a key role in providing office support and community support. The appointed person will be working under instruction but the ability to be self-motivated, use initiative and work independently is essential. Must familiarize herself with the company's strategic goals and aspirations...


  • Claremont, South Africa Rentokil Initial Full time

    The aim of the role is to retain and grow business by owning sales, support and service relationships for nominated customer accounts. The CRM will act as a “conduit” to key touch points in the business and provide long term robust solutions for customers, which enhance and deliver partnerships for growth. **Requirements**: - Provide leading edge...


  • Claremont, South Africa Rentokil Initial Full time

    The aim of the role is to retain and grow business by owning sales, support and service relationships for nominated customer accounts. The KACRM will act as a “conduit” to key touch points in the business and provide long term robust solutions for customers, which enhance and deliver partnerships for growth. **Requirements**: - Central point of contact...


  • Claremont, South Africa WeTrade Property Full time

    To assist with the day-to-day running of office. - Capturing of data on our systems - Liaising with transferring attorneys - Assist with agent queries - Sectional title / HOA management - Credit checks/vetting - Drawing up of leases and uploading/capturing when signed agreement received - Ensuring all compliant paperwork is in place - Screening telephone...


  • Claremont, South Africa WeTrade Property Full time

    To assist with the day-to-day running of office. - PayProp / WeConnectu software knowledge - Capturing of data on our systems - Liaising with transferring attorneys - Assist with agent queries. - Sectional title / HOA management - Credit checks/vetting - Drawing up of leases and uploading/capturing when signed agreement received. - Ensuring all compliant...

  • Property Asset Manager

    4 months ago


    Claremont, South Africa Southern Shore Recruitment Full time

    Portfolio consists of Single residential/ Blocks of Flats / Commercial properties. (+-800 in total) My client is looking for a Property Asset Manager to Manager all properties which would include the following: Repairs & Maintenance - Oversee this function dealing with external providers at market related prices for low cost housing Putting together an...


  • Claremont, South Africa Continuum Personnel Services Full time

    We are currently looking for a well spoken and presentable office manager with hospitality background. **Duties**: - Office Administration - Highly customer service orientated and able to uphold customer satisfaction at all times - Welcoming new clients - Attract new clients - Drafting lease agreements and setting up accounts. - Tenant portfolio...


  • Claremont, South Africa The Talent Experts Full time

    Are you an experienced Investment Analyst and keen to join a boutique asset manager where you can make a daily impact on the team and clients?_ **Is this you?** - You’ve gained experience as an Analyst and you really want to work in a smaller environment where you can be heard and make a real impact working on offshore investments._ **What you’ll be...

  • Head of PMO

    7 months ago


    Claremont, South Africa IRI Full time

    Circana is a leading provider of big data, predictive analytics and forward-looking insights that help FMCG, healthcare, retailers, and media companies to grow their businesses. With the largest collection of purchase, media, social, causal and loyalty data, all integrated on an on-demand cloud-based technology platform, Circana guides its clients around the...


  • Claremont, South Africa Rentokil Initial Full time

    An exciting opportunity for a recently graduated individuals in Linbro Park Jhb which will allow: A professional learning experience to build Rentokil Initial sales knowledge, exposure, skills and experience in a practical work environment. The Intern is afforded the opportunity for career exploration and development through an accredited Learnership and...


  • Claremont, South Africa Rentokil Initial Full time

    An exciting opportunity for a recently graduated individuals in Claremont WC which will allow: A professional learning experience to build Rentokil Initial sales knowledge, exposure, skills and experience in a practical work environment. The Intern is afforded the opportunity for career exploration and development through an accredited Learnership and...


  • Claremont, South Africa Kurtosys Full time

    **ABOUT US**: Kurtosys provides asset and wealth managers with a data and content publication platform that enables the construction and distribution of critical sales, marketing, and client reporting materials. Founded in 2002, Kurtosys operates across four global offices. Underpinned by global ISO-27001 certification in information security management, the...

  • Rental Agent

    5 months ago


    Claremont, South Africa Century 21 Southern Suburbs Full time

    Discover the incredible advantages of joining the #Century21Family as a #relentless rental agent! Century 21 is renowned as one of the world’s largest Real Estate franchises. Embrace this opportunity to take your real estate career to new heights with Century 21 Southern Suburbs! - Source rental stock - Set up and host viewings - Vetting clients, both...


  • Claremont, South Africa Century 21 Southern Suburbs Full time

    Discover the incredible advantages of joining the #Century21Family as a #relentless rental agent! Century 21 is renowned as one of the world’s largest Real Estate franchises. Embrace this opportunity to take your real estate career to new heights with Century 21 Southern Suburbs! - Source rental stock - Set up and host viewings - Vetting clients, both...


  • Claremont, South Africa GSM Law Full time

    We’re looking for a dedicated and experienced litigation associate to join our team in Claremont, Cape Town. We focus on delivering high quality legal services and working cohesively and harmoniously as a team. **Responsibilities**: - Interact with clients and key stakeholders in a professional and effective manner - Provide guidance and mentorship to...


  • Claremont, South Africa Rentokil Initial Full time

    The Accounts Receivable Team Leader is responsible for maintaining a realistically low incidence of Bad debt by effectively managing the monthly collections target. The incumbent is responsible for all activities related to the day to day operation and related KPI’s of their team. He/She maintains and approves statistics and schedules for all staff,...


  • Claremont, South Africa Rentokil Initial Full time

    An exciting opportunity for a recently graduated individuals in Pinetown and Pietermaritxburg which will allow: An opportunity for a newly qualified graduate: - You can develop a career with Rentokil Initial by becoming a Pest Control expert with the opportunity to develop into Sales, Operations or Technical Support and further to Management and Leadership...


  • Claremont, South Africa Career Circuit Full time

    **PURPOSE OF JOB**: Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. **KEY RELATIONS**: All clients, possible leads, internal clients, Finance department Operations, Help desk, Administration (both Local and Abroad). External service providers. Pension fund...


  • Claremont, South Africa RDC Property Group Full time

    About the Role: We're seeking a highly motivated and results-oriented Junior Interior Designer to join our team in Claremont, Cape Town. You'll play a pivotal role in shaping and executing our Interior Design hospitality and refurbishment projects throughout our property portfolio, particularly within the Botswana, Zambia and South African...

  • 2 X Credit Controllers

    5 months ago


    Claremont, South Africa Rentokil Initial Full time

    We are excited to offer two Credit Controller vacancies in our dynamic Accounts Receivable department, which is located in the area of Claremont, Cape Town. In these roles, you will have the opportunity to showcase your expertise in effective management of the Debtors Ledger. You will play a pivotal role in ensuring that our clients are proactively contacted...