Investment Portfolio Manager

2 months ago


Cape Town, Western Cape, South Africa PPS Recruitment Full time

Role Overview

The purpose of this role within our Wealth Advisory team at PPS Recruitment is to build and create a book of high-net-worth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.

Key Responsibilities

  • Service and maintain an intimate relationship with clients, their families, and business partners throughout their financial life journey.
  • Create, develop, implement, and maintain customized wealth plans to nurture prosperity and security over a client's life cycle.
  • Produce and achieve significant investment gross flows and annual premium income targets.
  • Lead generation for investments and risk clients, with a focus on acquiring new business and growing existing relationships.

Requirements

  • Experience in wealth management, financial planning, or a related field.
  • Strong understanding of risk management and investment strategies.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

What We Offer

  • A competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


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