Portfolio Manager

1 week ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Portfolio Manager Job Description

We are seeking a seasoned Portfolio Manager to join our dynamic team at The Recruitment Council. As a key member of our investment team, you will be responsible for managing global and local multi-asset investment portfolios for high-net-worth clients.

Key Responsibilities:
  • Manage investment portfolios of existing clients, developing and maintaining an in-depth understanding of their activities and needs.
  • Contribute to new business development, identifying opportunities and making referrals to other service lines.
  • Build and maintain strong relationships with clients, investment teams, and business introducers.
  • Attend investment committee meetings, contributing to the defined investment strategy.
  • Conduct analysis and review of client affairs, ensuring compliance with regulatory requirements.
Requirements:
  • Strong general investment knowledge, with keen interest in investments.
  • Working knowledge of SA and offshore compliance requirements.
  • Excellent communication and interpersonal skills.
  • Attention to detail and ability to work under pressure.
Qualifications and Experience:
  • Degree in Finance, Investments, or related field, with CFA Charterholder preferred.
  • Minimum 5+ years experience in a similar role within the investment industry.
  • Proven new business capability and strong private client management experience.
Competencies and Behaviours:
  • Strong organizational skills, with ability to work well under pressure.
  • Leadership, self-motivation, and positive attitude.
  • Teamwork, communication, and client-orientated skills.
  • Technical knowledge and problem-solving skills.

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