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Portfolio Management Executive

3 weeks ago

Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full time

The Recruitment Council is seeking a highly skilled Portfolio Management Executive to join our team of experts. As a Portfolio Management Executive, you will have the opportunity to work with high-net-worth individuals, helping them manage their investment portfolios and achieve their financial goals.

You will need to have excellent analytical and problem-solving skills, as well as the ability to communicate complex financial concepts to clients. Our clients are looking for someone who can provide expert advice and guidance on portfolio management, investment planning, and risk management.

Responsibilities:

  • Managing investment portfolios for high-net-worth individuals.
  • Conducting financial analysis and creating comprehensive financial plans for clients.
  • Developing and presenting investment proposals to clients.
  • Maintaining accurate records of client interactions and transactions.
  • Staying up-to-date with industry developments and best practices.

Qualifications and Experience:

  • Certified Financial Planner (CFP) qualification.
  • Proven track record of success in wealth advisory or a related field.
  • Strong understanding of investment products and services.