Portfolio Management Leader

5 days ago


Johannesburg, Gauteng, South Africa The Coca-Cola Company Full time

We are seeking a strategic leader to drive our investment services team forward.

This includes developing and implementing a regional business plan for sales volumes, strategizing investment education and training, marketing, and client services.

Key Responsibilities
  • Lead a team of professionals in developing and implementing strategies for investment services.
  • Develop and implement a regional business plan for sales volumes by strategizing investment education and training, marketing, and client services.
  • Provide investment consultation to advisers and potentially individual clients by adopting asset allocation strategy and financial planning through a variety of investment products; Stock, Mutual Fund, Bond, Structured products.
  • Actively invest in and monitor the training and development needs of the intermediary and junior investment specialists.
  • Ensure adherence to all regulatory requirements (e.g., FAIS, FICA).
  • Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialization.

We are looking for a candidate who is passionate about delivering high-quality results and is willing to go above and beyond to meet customer needs.



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