Portfolio Development Manager

4 days ago


Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

Aquarius Specialist Recruitment is seeking a Portfolio Development Manager to contribute to the growth of our client's asset management business. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.

This role will suit a person who understands the investments universe, as such you have excellent technical skills and are able to liaise with clients and offer high-level insight and guidance as to the company's investment decision-making processes.

Main Responsibilities:
  • Client Engagement: Respond to investment-related client inquiries and create tailored content that meets specific client needs and interests.
  • Material Alignment: Ensure that all client-facing materials align with the firm's investment philosophy and objectives, maintaining consistency and clarity.
  • Product Knowledge: Develop a comprehensive understanding of the firm's investment products and other asset management solutions.
  • Narrative Creation: Create narratives using market data, fund performance information, and business strategies.

We are looking for a highly organized and proactive self-starter with a passion for investment markets and business development.


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