Strategic Portfolio Manager

3 days ago


Johannesburg, Gauteng, South Africa Liberty Standard Bank Group Full time

We are seeking a client-centric Strategic Portfolio Manager to join our team at Liberty Standard Bank Group. As an experienced Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients.

Main Responsibilities
  • Acquire new clients by building great relationships internally and externally
  • Manage pipeline and workflow to acquire and retain clients
  • Provide excellent service to new and existing clients

You will be involved with comprehensive wealth and financial planning, ensuring that you adhere to client mandates and compliance requirements. You will meet with clients and review their portfolios, proactively responding to their changing needs and financial circumstances.

Qualifications and Experience
  • Qualified Financial Planner - Certified Financial Planner (CFP)
  • Strong experience in Wealth Management and Financial planning
  • Good knowledge of Investment and Insurance products

In this role, you will have the opportunity to build the profile of the Wealth business and network with clients and industry experts. With a strong entrepreneurial mindset, you will run your own practice within the Liberty banner.

The estimated salary for this position is $120,000 - $180,000 per annum, depending on experience and qualifications.



  • Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

    We are seeking a highly skilled Lead Strategic Portfolio Manager to join our team at Telesure Investment Holdings.About the RoleThis is a unique opportunity for an experienced leader to drive business value and strategic objectives through effective portfolio management. The ideal candidate will have a strong background in project, program, and portfolio...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    At Network Recruitment, we are seeking a skilled Strategic Property Portfolio Manager to oversee a diverse portfolio of commercial, industrial, and logistics properties. Key Responsibilities: Manage and administer a diverse portfolio of commercial, industrial, and logistics properties to ensure optimal performance and compliance with regulatory...


  • Johannesburg, Gauteng, South Africa Liberty Standard Bank Group Full time

    We are seeking a highly motivated and experienced Wealth Manager to join our team at Liberty Standard Bank Group.As a Strategic Portfolio Manager, you will be responsible for managing and acquiring a portfolio of High Net Worth clients. Your primary goal will be to provide exceptional service to these clients, ensuring their financial planning needs are met...


  • Johannesburg, Gauteng, South Africa Communicate Recruitment Full time

    Head of PMO Job DescriptionAs a seasoned professional, you will be responsible for directing high-impact initiatives, managing project portfolios, and leading a centralized PMO. Your expertise will be instrumental in establishing a world-class PMO that champions excellence and efficiency.Your Key Responsibilities:Establish and embed a PMO aligned with PMI...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Network RecruitmentA well-established insurer seeks a skilled Investment Analyst to contribute to their mission of delivering exceptional value to clients.Key Responsibilities:Conduct thorough analysis of investment opportunities, including stocks, bonds, and alternative investments, to inform strategic portfolio decisions.Monitor and evaluate the...


  • Johannesburg, Gauteng, South Africa Lexdan Select Full time

    We are seeking a highly skilled Strategic Portfolio Administrator to join our team at Lexdan Select.About the RoleAs a key member of our investment team, you will be responsible for overseeing and managing a diverse portfolio of client investments across various asset classes.You will analyze market trends, economic data, and financial reports to provide...


  • Johannesburg, Gauteng, South Africa Ashburton Investments Full time

    About This Role:A challenging opportunity has arisen for a skilled Strategic Quantitative Portfolio Manager to join our team at Ashburton Investments.Job Summary:We are seeking a highly experienced and talented individual to manage the performance of investment portfolios using advanced analytical techniques. The successful candidate will have expertise in...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Seeking a skilled Strategic Portfolio Analyst to join our team. Key Responsibilities:• Analyze diversified credit portfolios to ensure alignment with investment goals.• Conduct financial modeling and performance evaluations across credit, investment, and property sectors.• Assist in originating new investment opportunities with a focus on value...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    About the RoleWe are seeking an experienced Strategic Derivatives Trader and Portfolio Manager to play a pivotal role in executing trades, analyzing market trends, and developing innovative strategies to maximize profitability.Key Responsibilities:Trade Execution: Efficiently execute equity derivatives trades while managing orders to optimize...


  • Johannesburg, Gauteng, South Africa Absa Group Limited Full time

    Job Title: Strategic Portfolio Manager: Enabling Operational ExcellenceAbout the Role:We are seeking a highly skilled Strategic Portfolio Manager to join our team at Absa Group Limited. As a key member of our organization, you will play a critical role in driving operational excellence across our portfolio.Key Responsibilities:Lead end-to-end execution of...


  • Johannesburg, Gauteng, South Africa Liham Consulting Pty (Ltd) Full time

    About Liham Consulting Pty (Ltd)We are a leading consulting firm dedicated to providing innovative solutions to the financial services sector.Job OverviewThe Credit Risk Executive will play a pivotal role in designing and implementing strategic credit risk management initiatives, ensuring the growth and profitability of our clients' portfolios.Key...


  • Johannesburg, Gauteng, South Africa Pillango Placements Full time

    Pillango Placements is seeking a highly skilled and experienced Strategic Digital Transformation Portfolio Leader to join our team. This is a fantastic opportunity for a seasoned professional to lead multiple digital transformation initiatives, providing accountable oversight and applying industry best practices.The ideal candidate will have a deep...


  • Johannesburg, Gauteng, South Africa Communicate Recruitment Full time

    Project Management Office (PMO) LeaderAs a key member of our team, you will oversee the management of high-impact projects, ensuring timely delivery and exceptional results. Your responsibilities will include establishing and leading a centralized PMO, designing and executing strategic project plans, and managing resources and risks.Key...


  • Johannesburg, Gauteng, South Africa Strategic Personnel Full time

    Job DescriptionOverview: Strategic Personnel is seeking a skilled Financial Administrator to support our Center Financial Manager with various financial processes.Key Responsibilities:Cash Flow Management and Payments: Collaborate with the Center Financial Manager to administer funding, cash flow, and banking processes in line with Head Office...


  • Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    Isilumko Staffing is seeking a skilled professional to join our team as a Strategic Debt Portfolio Manager in Investment Banking Operations. This role offers a competitive salary of approximately $120,000 per year.About the RoleThis position requires strong leadership skills, with oversight and guidance for all new deals. The ideal candidate will review...


  • Johannesburg, Gauteng, South Africa Nedbank Full time

    Job SummaryAs a key member of the Nedbank Insurance team, the successful candidate will be responsible for managing the investment portfolio, ensuring that it aligns with the company's strategic objectives and risk appetite.Key ResponsibilitiesInvestment Portfolio ManagementThe successful candidate will be responsible for managing the investment portfolio,...


  • Johannesburg, Gauteng, South Africa Flair TM Full time

    Key Responsibilities:Strategic Planning: Develop and implement long-term operational strategies for our assets to ensure sustainability.Project Management: Lead and manage various facilities-related projects, ensuring timely completion and adherence to budgets.SLA & Vendor Management: Oversee the management and awarding of contracts, ensuring compliance with...


  • Johannesburg, Gauteng, South Africa Recru-it Full time

    We are seeking a highly skilled Senior Portfolio Manager to join our team at Recru-it. As a Senior Portfolio Manager, you will play a crucial role in ensuring the successful delivery of projects across various sectors.About YouKey Responsibilities:Support business growth through continuous review of challenges and ideas to ensure the correct projects are...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Title: Senior Retail Portfolio ManagerJob Summary:Demanding and dynamic role for a Senior Retail Portfolio Manager to oversee a thriving retail portfolio within one of Africa’s leading property management companies.Key Responsibilities:Drive business growth by developing and implementing strategic plans to enhance retail portfolio...


  • Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

    We are seeking a highly skilled Digital Transformation Portfolio Manager to join our team at Telesure Investment Holdings.Job DescriptionAs a key member of our organization, you will be responsible for leading multiple digital transformation initiatives and projects. Your primary goal will be to ensure the successful delivery of business outcomes that align...