Investment Portfolio Manager

1 day ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
Job Description: Investment Portfolio Manager

The Recruitment Council is seeking an experienced Investment Portfolio Manager to oversee the management of high-net-worth clients' portfolios. This role requires a deep understanding of investments, risk management, and business acumen to develop and implement comprehensive wealth plans.

Responsibilities:
  • Develop and implement tailored investment strategies that align with clients' financial goals.
  • Manage and grow a portfolio of high-net-worth clients through exceptional relationship-building and proactive management.
  • Regularly review client needs to ensure alignment with their evolving financial objectives.
  • Maintain compliance with all regulatory requirements.
  • Collaborate with internal teams to enhance client services.
  • Optimize practice operations to achieve business efficiency and client satisfaction.

Qualifications:
  • Bachelor's degree (CFP designation preferred).

Experience:
  • At least 3 years in investment and insurance sectors.

Estimated Salary: $180,000 - $250,000 per annum,

Essential Skills:
  • Strong understanding of investments and products
  • Excellent communication and time management
  • Ability to manage a financial practice within a large organization
  • Client-centric and proactive
  • Familiarity with regulatory and compliance requirements
  • Strong analytical skills and experience in FUA management


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