Senior Portfolio Manager

1 month ago


Cape Town, Western Cape, South Africa HR Options Full time
Job Description:

Wealth Management Professional

About the Role:

This role is responsible for managing existing client relationships and generating new business opportunities in the wealth management industry.

Key Responsibilities:
  • Client Portfolio Reviews: Conduct thorough reviews of client portfolios to ensure alignment with company policies and standards.
  • Servicing of Existing Clients: Provide ongoing financial advice to clients, process transactions, and resolve any concerns or issues.
  • Generating New Business: Identify new business opportunities, market products and services, and implement instructions from clients.
  • Leadership & Support: Assist Wealth Planners in mentoring and supervising junior team members, ensuring high standards of client service and portfolio management.
  • General Administration: Maintain accurate records, update client databases, and ensure compliance with relevant legislation.
Requirements:
  • Education: BCom degree, Post-Graduation Diploma in Financial Planning, and CFP accreditation (advantageous).
  • Experience: 5 years in a Wealth Management role, with verbal and written communication skills in English and Afrikaans.
Salary and Benefits:

The estimated salary for this role is R550,000 - R700,000 per annum, depending on experience and qualifications. Additionally, you will have access to a comprehensive benefits package, including medical aid, retirement fund, and leave entitlements.

Working with HR Options:

As a valued member of our team, you will work closely with experienced professionals who are passionate about delivering exceptional results. Our collaborative and supportive environment ensures that you will grow professionally and personally.



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