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Portfolio Manager

2 weeks ago

Durban, KwaZulu-Natal, South Africa Oasis Crescent Full time
Job Description:

Oasis Crescent seeks an experienced Portfolio Manager to join our team in Durban, KwaZulu-Natal.

Key Responsibilities:
  • To generate new business opportunities and expand existing client relationships
  • To conduct thorough investment needs analyses and provide personalized recommendations
  • To develop and implement customized financial plans for clients
  • To ensure seamless administration and compliance with regulatory requirements
Requirements:
  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • FAIS qualification and relevant industry experience
  • Strong knowledge of financial planning principles and investment strategies
  • Excellent communication and interpersonal skills