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Investment Portfolio Specialist

1 week ago

Johannesburg, Gauteng, South Africa C40 Cities Full time

We are seeking a highly skilled Investment Portfolio Specialist to join our team at C40 Cities.

About the Role

The successful candidate will be responsible for managing private client portfolios across multiple functions, including marketing, client acquisition, mandates, portfolio implementation, compliance, and risk management.

  • Key Qualifications:
  • Tertiary qualification in a relevant field (e.g., finance, accounting or business science)
  • 5 – 7 years of experience in the financial services sector
  • CFA qualification would be advantageous
  • Proven track record of managing private client portfolios across multiple functions

About Us

C40 Cities is a forward-thinking, modern, and entrepreneurial company that offers a dynamic culture and expert training. We believe in accelerated career progression and strive to attract talented individuals who share our values.

Responsibilities

The Investment Portfolio Specialist will be accountable for preparing material for face-to-face client introductory meetings and pitches, ensuring that the portfolio recommendation complies with regulatory requirements, contributing to business development initiatives, and maintaining oversight of the dealing process.

Key Duties:

  1. Managing and being accountable for private client portfolios
  2. Prepare material for face-to-face client introductory meetings and pitches
  3. Ensure that the portfolio recommendation complies with regulatory requirements
  4. Contribute to any business development initiatives that the business undertakes to attract new clients

Requirements

To succeed as an Investment Portfolio Specialist, you will need excellent interpersonal skills, high energy, and a customer-centric approach. You must also be methodical, accurate, and self-motivated with organizational skills and the ability to prioritize.

Key Skills:

  • Excellent interpersonal skills
  • High energy individual who is customer centric and relationship orientated
  • Methodical, accurate with meticulous attention to detail
  • Self-motivated work ethic with organisational skills and ability to prioritise