Investment Portfolio Specialist

1 week ago


Randburg, Gauteng, South Africa The Recruitment Council Full time

The Recruitment Council is seeking a highly skilled Investment Portfolio Specialist to join our team.

The ideal candidate will have experience in managing offshore and onshore multi-asset class portfolios and be able to contribute towards new business development.

This role requires strong working relationships with the Investment Management team and external clients, as well as the ability to analyze and review client affairs.

About the Role:
  • Manage investment portfolios of existing clients
  • Develop and maintain an in-depth understanding of clients' portfolios, activities, and needs
  • Conduct analysis and review of client affairs
  • Draft and oversee investment implementation plans
Qualifications and Experience:
  • Degree in Finance, Investments, or related field
  • FAIS registered representative
  • Proven private client management experience
  • Experience in managing multi-asset class portfolios


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