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Discretionary Portfolio Manager
1 week ago
Job Description
The National Head, Portfolio Management is a critical role that requires exceptional leadership skills to manage a team and ensure compliance with regulatory requirements.
Key Responsibilities
- To lead and manage a book of key client portfolios, ensuring optimal investment returns.
- To achieve national strategic objectives of client retention, new client acquisition, and contribute to enhanced MD revenue growth.
Qualifications and Experience
A Post Graduate Diploma in Finance and Accounting is required, along with relevant tertiary business qualifications and completion of FAIS regulatory exams.
Leadership Experience
- A minimum of 10 years of senior portfolio management experience within Investment Management.
- A proven track record of effective leadership experience within a private clients business.
- A proven track record of effectively growing an individual book of business.
- A proven track record of effectively growing teams and their books of business.
- A proven track record of growing a team across different locations.