Investment Portfolio Manager

3 days ago


Centurion, Gauteng, South Africa The Recruitment Council Full time
About The Role

We are seeking an experienced Wealth Management Specialist to join our team at The Recruitment Council. As a key member of our wealth management team, you will be responsible for evaluating clients' financial situations, creating customized investment plans, and providing ongoing advice to enhance their wealth.

Main Responsibilities
  • Strategic Wealth Management:
    • Evaluate comprehensive assessments of clients' financial status.
    • Develop bespoke wealth management strategies aligned with clients' objectives.
    • Design and manage investment portfolios using diverse asset classes.
    • Offer guidance on retirement, estate planning, and comprehensive financial planning.
    • Monitor and adjust clients' portfolios and plans in response to changing circumstances.
  • Client-Centric Wealth Processes:
    • Develop close relationships with business partners and practices.
    • Address clients' needs for wealth creation, preservation, and income.
    • Foster a client-centric culture emphasizing personalized wealth advice.
  • Leadership and Team Management:
    • Build productive relationships with key stakeholders.
    • Attract, select, and recruit qualified talent.
    • Create a positive work climate and culture.
    • Demonstrate exemplary leadership through personal involvement and inclusive leadership.

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