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Portfolio Manager Professional

1 week ago

Centurion, Gauteng, South Africa Momentum Full time

Momentum, a leading investment management company, is seeking a dynamic and experienced professional to join our team as a Client Portfolio Manager.

Job Description:
  • Company Overview
    • We are a specialist asset manager focused on delivering bespoke investment solutions to clients across South Africa.
  • Key Responsibilities:
    • Implement Equilibrium's sales and growth strategy, client investment consulting, and client relationship management.
    • Support the Head of Distribution in delivering sales targets by conducting sales activities, client meetings, presentations, and follow-ups throughout South Africa.
    • Bolster support for the DFM and Investment Consulting value proposition across various LISP platforms.
  • Requirements:
    • A Bachelor's degree in finance, investments, economics, or a related field.
    • CFP, CFA Level 1, or equivalent (Preferred)
  • Experience Required:
    • Minimum 5 years' experience in investment management, investment business development, or a related field.
    • Experience in investment consulting or a related field.
    • Strong understanding of investment products and portfolio management.