Current jobs related to Portfolio Manager for High-Net-Worth Clients - Johannesburg, Gauteng - The Talent Experts

  • High Net Worth Client Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Absa Group Full time

    Join us at Absa Group and embark on a rewarding career path as a Private Wealth Management Expert. You'll be responsible for managing high net worth clients' portfolios, ensuring their investment and fiduciary needs are met.Key ResponsibilitiesClient Engagement: Develop and maintain strong relationships with high net worth clients, understanding their needs...

  • High Net Worth Client Care Specialist

    6 days ago

    Johannesburg, Gauteng, South Africa Quintessentially Full time

    High Net Worth Client Care SpecialistWe are seeking a highly skilled High Net Worth Client Care Specialist to join our team. In this role, you will be responsible for managing the day-to-day activities of our high-net-worth clients, including booking luxury vacations, arranging exclusive events, and coordinating logistics.You will work closely with our teams...

  • High Net Worth Private Banker

    5 days ago

    Johannesburg, Gauteng, South Africa FirstRand Namibia Limited Full time

    Are you looking for a career that is both challenging and rewarding? Do you have a passion for delivering exceptional service and advice to high net worth individuals? As a High Net Worth Private Banker, you will play a critical role in assisting clients achieve their financial goals.About the JobYou will be responsible for managing a portfolio of high net...

  • High-Net-Worth Client Administrator

    14 hours ago

    Johannesburg, Gauteng, South Africa Perfect Placement Recruitment Full time

    Perfect Placement Recruitment is a leading recruitment agency specializing in placement of administrative professionals. We are currently seeking a skilled Trust Administrator to join our team.About the JobThe successful candidate will be responsible for providing high-quality fiduciary administrative services to our clients, ensuring compliance with all...

  • High Net Worth Underwriter Manager

    2 days ago

    Johannesburg, Gauteng, South Africa Old Mutual Full time

    About Our TeamOur Elite business unit is looking for a highly motivated and experienced High Net Worth Underwriter Manager to join our team. As a leader, you will be responsible for managing a team of underwriters to promote and sell our high net worth products.Key ObjectivesDevelop and maintain strong relationships with business partners to promote and sell...

  • High Net Worth Claims Manager

    1 week ago

    Johannesburg, Gauteng, South Africa Santam Insurance Full time

    About the RoleWe are seeking a highly skilled and experienced National Claims Manager to join our team at Echelon, a division of Santam. The successful candidate will be responsible for leading the claims department, ensuring that all claims are processed in accordance with company protocols.Key ResponsibilitiesDevelop and maintain relationships with key...

  • High-Net-Worth Relationship Specialist

    5 days ago

    Johannesburg, Gauteng, South Africa Deka Minas Pty Ltd Full time

    About the PositionWe are looking for a highly skilled and experienced VIP Relationship Manager to join our team at Deka Minas Pty Ltd.Main Responsibilities:Building Relationships:Foster long-term relationships with high-net-worth individuals through regular communication, empathy, and understanding of client preferences.Serve as primary point of contact for...

  • Financial Portfolio Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa RMB Nigeria Limited Full time

    Job DescriptionWe are seeking a highly skilled and experienced Financial Portfolio Manager to join our team at RMB Nigeria Limited. As a key member of our wealth management division, you will be responsible for managing a portfolio of high net worth clients and providing them with expert financial advice and guidance.Your primary objective will be to...

  • Client Relationship Specialist

    4 days ago

    Johannesburg, Gauteng, South Africa The Talent Experts Full time

    Key ResponsibilitiesManage global and local multi-asset portfolios for high-net-worth clientsWork with investment management teams to structure client portfolios according to their goals and needs

  • Client Portfolio Manager Melrose

    3 weeks ago

    Johannesburg, Gauteng, South Africa The Talent Experts Full time

    Is this you?You're investment savvy and building client relationships is what you thrive in. Not only do you have extensive technical investments experience, but you are also brilliant at building and maintaining client relationships. This combination of skills and expertise allows you to grow and protect your clients' wealth, just what a family of wealth...

  • Client Relationship Manager in Personal

    1 week ago

    Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    Role OverviewThe Private Banking Relationship Manager is responsible for building and maintaining strong relationships with high net worth individuals. This role requires a deep understanding of our clients' financial needs and goals, as well as the ability to provide tailored solutions to meet those needs.Main Accountabilities:Manage a portfolio of high net...

  • Private Wealth Management Expert

    2 weeks ago

    Johannesburg, Gauteng, South Africa Absa Group Full time

    As a High Net Worth Client Advisor at Absa Group, you'll play a crucial role in shaping our destiny as a proudly African group. Your expertise in managing high net worth clients' portfolios will ensure their investment and fiduciary needs are met.ResponsibilitiesRelationship Building: Develop and maintain long-lasting relationships with high net worth...

  • Investment Portfolio Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    About The Recruitment Council:The Recruitment Council is a leading recruitment agency specializing in financial services. We connect talented professionals with top-tier clients.We seek an experienced Investment Portfolio Manager to join our esteemed client's team. As a key member of the investment management team, you will be responsible for managing global...

  • Tax Portfolio Manager

    1 week ago

    Johannesburg, Gauteng, South Africa Armstrong Knight Full time

    About the RoleAs a seasoned Personal Tax Manager at Armstrong-Knight, you will play a pivotal role in managing a diverse portfolio of high-net-worth individuals, business owners, and executives.Key Responsibilities:

  • Wealth Portfolio Strategist

    1 week ago

    Johannesburg, Gauteng, South Africa Absa Group Full time

    Empowering Africa's tomorrow, together. Absa Group is a leading financial services institution with a rich history and strong presence in the region.Job OverviewAs a Wealth Investment Manager, you will be responsible for managing high net worth clients' portfolios, ensuring their investment needs are met while maintaining risk management standards.Key...

  • Portfolio Management Expert

    1 week ago

    Johannesburg, Gauteng, South Africa Capital Assignments Full time

    Senior Wealth Manager NeededCapital Assignments is seeking a seasoned Wealth Manager to lead our wealth management team. As a Senior Wealth Manager, you will oversee the development and implementation of comprehensive wealth management plans for high net worth individuals, ensuring alignment with their unique financial objectives and risk tolerance.Primary...

  • Portfolio Strategist

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Are you a seasoned investment professional looking for a new challenge? We are seeking a talented Portfolio Manager to join our dynamic team at The Recruitment Council.This is an exciting opportunity for a highly skilled individual to manage global and local multi-asset investment portfolios of high-net-worth clients. The successful candidate will require...

  • High Net Worth Financial Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa Platinum Talent Za Full time

    Role Profile:As a Long Term Financial Advisor, you will play a critical role in helping clients achieve their financial goals.You will be responsible for delivering high-quality financial advice, building strong relationships with clients, and meeting sales targets.The ideal candidate will have a strong understanding of the financial services sector,...

  • Investment Portfolio Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    We are currently seeking a highly skilled Investment Portfolio Manager to join our team at The Recruitment Council. As a key member of our investment team, you will be responsible for managing the global and local multi-asset investment portfolios of high-net-worth clients.The successful candidate will have in-depth technical knowledge of onshore and...

  • Client Relationship Director

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    As a Client Relationship Director at The Recruitment Council, you will play a vital role in managing the global and local multi-asset investment portfolios of high-net-worth clients. The successful candidate will have in-depth technical knowledge of onshore and offshore financial markets and products.You will be responsible for building and maintaining...

Portfolio Manager for High-Net-Worth Clients

3 weeks ago

Johannesburg, Gauteng, South Africa The Talent Experts Full time
About the Role

As a Senior Portfolio Manager, you will be responsible for managing and growing an existing book of high-net-worth clients. Your primary focus will be on managing global and local multi-asset portfolios, working closely with investment management teams to ensure client portfolios meet their goals and needs.

Key Responsibilities
  • Manage and grow existing client relationships
  • Develop and implement investment strategies for clients
  • Collaborate with investment management teams to optimize portfolio performance
  • Provide exceptional client service and support
Requirements

To succeed in this role, you will need a finance/investment degree and your CFA Charter Holder. A minimum of 5 years' experience in a Wealth Manager or Portfolio Manager role is essential, as well as fluency in English and Afrikaans. You must also have your own transport for client meetings.