Senior Portfolio Manager
4 days ago
The Recruitment Council is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our wealth management division, you will play a vital role in delivering customized solutions for high-net-worth clients.
Key Responsibilities:- Sales Performance:
- Meet or exceed predetermined sales targets by identifying opportunities within the existing client base and advising on approved investment and risk solutions.
- Client Engagement:
- Educate clients on products and services to enhance client retention, increase sales revenue, and expand the organization's client base.
- Financial Planning:
- Analyze financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies.
- Proposal Development:
- Formulate proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals.
- Reporting:
- Provide regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organization's investment philosophy.
- Networking:
- Contribute to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums.
- Relationship Building:
- Develop networks and build alliances to strengthen internal support and enhance client offerings.
- Education:
- Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field.
- Experience:
- Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial level is essential.
- Possession of CAT 1 licenses, with CAT 2 licenses as an advantage.
- Competitive Salary: $120,000 - $180,000 per annum
- Benefits:
- Access to an attractive employee value proposition and reward model.
- Opportunities for networking and collaboration with stakeholders.
- Flexible working environment focused on health and well-being.
- Professional development support through coaching and mentoring.
- Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA).
- Applicants must not be unrehabilitated insolvents.
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