Investment Portfolio Manager

4 days ago


Johannesburg, Gauteng, South Africa C40 Cities Full time

Job Description: Financial Services Portfolio Manager

We are an advisory-driven financial services company seeking a Portfolio Manager to join our team in Johannesburg. The successful candidate will be responsible for managing private client portfolios across multiple functions, including marketing, client acquisition, and risk management.

The key qualifications and experience required for the Portfolio Manager are:

  • Tertiary qualification in a relevant field (i.e., 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
  • Excellent marketing and client acquisition skills and experience

Responsibilities of the Portfolio Manager include:

  • Managing and being accountable for private client portfolios
  • Preparing material for face-to-face client introductory meetings and pitches
  • Ensuring that the portfolio recommendation complies with regulatory requirements
  • Contribute to business development initiatives to attract new clients
  • Manage client portfolios according to the agreed investment strategy
  • Maintaining oversight of the dealing process to ensure trades are completed as directed
  • Conducting research to contribute to the team's overall research efforts
  • Ensuring portfolio risk variances are maintained within approved limits

About the Job

This is a full-time position focused on investment management, working on-site in Johannesburg. We offer accelerated career progression, a dynamic culture, and expert training opportunities for your professional growth and development.



  • Johannesburg, Gauteng, South Africa Communicate Recruitment Full time

    ResponsibilitiesCounterparty and Sector Analysis: Perform in-depth analysis of counterparties and sectors to inform investment decisions.Proposal Development: Develop and present comprehensive proposals to support credit and investment initiatives.Risk Assessment: Monitor and assess risks associated with investments, providing insights to inform...


  • Johannesburg, Gauteng, South Africa IT Ridge Technologies Pty Ltd Full time

    Job Title: Investment Portfolio HeadWe are a leading financial services company seeking an accomplished investment portfolio head to oversee the implementation and management of our investment strategy. The ideal candidate will have a deep understanding of investment markets and a proven track record in portfolio management.The successful candidate will have...


  • Johannesburg, Gauteng, South Africa FNB South Africa Full time

    Job title : Investment Portfolio ManagerJob Location : Gauteng, JohannesburgDeadline : March 13, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo research and analyse various economic sectors, provide advice and reporting to the Investment Committee on findings in the management of client portfolios. Hello Future Investment...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job SummaryWe are seeking a skilled Junior Client Portfolio Analyst to join our team at The Recruitment Council.The successful candidate will be responsible for managing client investment portfolios, ensuring that all client transactions are executed accurately and timeously.Main Duties:Support Portfolio Managers in managing client investment...


  • Johannesburg, Gauteng, South Africa C40 Cities Full time

    C40 Cities is seeking a Investment Portfolio Leader to join our team.This role involves leading and mentoring a team of financial analysts, developing and implementing investment strategies that align with the company's business goals, and managing and overseeing the company's portfolio of investments.We are looking for a strategic thinker with a proven...


  • Johannesburg, Gauteng, South Africa C40 Cities Full time

    A forward-thinking and entrepreneurial company is seeking a Portfolio Manager to join its advisory-driven financial services team in Johannesburg. As a key member of the team, you will be responsible for managing private client portfolios across multiple functions, including marketing, client acquisition, and risk management.The ideal candidate will...


  • Johannesburg, Gauteng, South Africa Liberty Group Limited Full time

    About the RoleLiberty Group Limited is a leading provider of wealth management services, and we are seeking a highly skilled Investment Portfolio Specialist to join our team.The successful candidate will be responsible for providing expert investment advice to clients, developing and implementing investment strategies, and managing complex investment...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job SummaryThe Financial Analyst will be responsible for conducting in-depth research on REITs and other asset classes, assessing potential risks and returns. The ideal candidate will have a strong understanding of financial statements and corporate finance principles.Key Responsibilities:Conduct thorough assessments of financial statements to guide...

  • Portfolio Manager

    2 weeks ago


    Johannesburg, Gauteng, South Africa Venture Refinery (Pty) Ltd Full time

    We're Hiring: Portfolio ManagerAre you an experienced investment professional? Were looking for a Portfolio Manager to manage and optimize client investments. Apply now


  • Johannesburg, Gauteng, South Africa IT Ridge Technologies Pty Ltd Full time

    Job Title: Portfolio Manager DirectorOur organization is looking for a highly experienced portfolio manager to lead the implementation and management of our investment strategy. This role involves setting and reviewing investment strategies, constructing portfolios, selecting asset managers, and ensuring compliance with regulations and risk parameters.The...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    About The JobWe are seeking a skilled and detail-oriented Junior Client Portfolio Analyst to join our team at The Recruitment Council.The successful candidate will form part of the Investment Management Team and have a strong working relationship with the Investment team. Other working relationships include general client relationship managers, external...

  • Investment Manager

    15 hours ago


    Johannesburg, Gauteng, South Africa Headhunters Full time

    We are seeking a talented Portfolio Manager to join our team at Headhunters in Johannesburg. This role presents a fantastic opportunity for a motivated individual to develop their skills and advance their career.The successful candidate will be responsible for providing expert advice on asset allocation and ensuring that client portfolios are managed...

  • Portfolio Manager

    18 hours ago


    Johannesburg, Gauteng, South Africa Headhunters Full time

    Our client in the Financial Services Industry is currently looking to employ a Portfolio Manager in Sandhurst, Johannesburg.A wonderful career opportunity awaits you.Requirements:BCom or similar degree.Preferably a postgraduate qualification.5+ years in the financial services industry.2+ years in portfolio management.Other relevant education or...

  • Portfolio Manager

    4 days ago


    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Are you a seasoned Portfolio Manager looking for your next career move? An office family is currently seeking a talented professional to join their dynamic teamThe successful candidate will be responsible for managing the global and local multi-asset investment portfolios of an existing book of high-net-worth clients. This requires in-depth technical...


  • Johannesburg, Gauteng, South Africa The Talent Experts Full time

    The Talent Experts is seeking a highly skilled Portfolio Management Associate to support our investment team in Johannesburg. As a key member of our team, you will be responsible for providing administrative support to Portfolio Managers, ensuring that client presentations are accurate and up-to-date.Key responsibilities include managing the onboarding...


  • Johannesburg, Gauteng, South Africa C40 Cities Full time

    C40 Cities is seeking a Sr. Portfolio Manager to oversee the development and implementation of our investment strategy.This key role involves managing a team of financial analysts, working closely with the CEO to set the company's overall investment strategy, and monitoring market trends to inform investment decisions.We are looking for a strategic thinker...


  • Johannesburg, Gauteng, South Africa Sanlam Limited Full time

    Sanlam Limited is a leading financial services and investment firm in Southern Africa, with a unique purpose: empowering generations to be financially confident, secure, and prosperous. Our Sanlam Investment Group has a broad range of capabilities, including Private Equity, Specialised Finance, Property, Infrastructure, and Partnerships.We are seeking a...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    We are looking for a highly skilled Investment Management Specialist to join our team. The successful candidate will have expertise in managing complex investment portfolios and strong analytical skills to identify opportunities and mitigate risks.Key Responsibilities:Manage a portfolio of investments, ensuring alignment with client objectives and risk...


  • Johannesburg, Gauteng, South Africa IT Ridge Technologies Pty Ltd Full time

    Job Title: Risk Management Investment SpecialistWe are a dynamic financial services company seeking a skilled risk management investment specialist to join our team. The ideal candidate will have a strong background in investment management and a keen eye for detail.The successful candidate will have an honours degree in Financial Management, Accounting,...

  • Portfolio Manager

    4 days ago


    Johannesburg, Gauteng, South Africa C40 Cities Full time

    An exciting opportunity has become available for a Portfolio Manager to join an advisory-driven financial services company in Johannesburg.As the Portfolio Manager in this forward-thinking, modern, and entrepreneurial company, your role will encompass management of private client portfolios across several functions including Marketing, Client Acquisition,...