Portfolio Manager

2 months ago


Cape Town, Western Cape, South Africa CA Financial Appointments Full time
Portfolio Manager Job Description

CA Financial Appointments is seeking a skilled Portfolio Manager to lead our team in Bellville. This role involves building and maintaining strong relationships with top investors to develop cost-effective investment plans.

Key Responsibilities:

  • Develop and implement investment strategies to maximize returns
  • Manage customer relationships and provide exceptional service
  • Grow the business by developing new opportunities and managing existing ones
  • Conduct thorough risk assessments and develop mitigation strategies
  • Review market and risk reports to inform investment decisions
  • Attend client and broker meetings to discuss investment plans and progress
  • Prepare and present monthly business reports to stakeholders
  • Manage client orders and cash effectively

Requirements:

  • Bachelor of Commerce degree or equivalent
  • Registered Persons Exams or membership with the South African Institute of Stockbrokers
  • JSE Registered Securities Trade Exam
  • RE5 registration
  • 3-5 years of experience in stock broking and portfolio management
  • Strong numerical and analytical skills
  • Excellent communication and interpersonal skills

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. We appreciate your interest in CA Financial Appointments and encourage you to continue following us online for suitable opportunities.


  • Portfolio Manager

    1 month ago


    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Portfolio Specialist Job DescriptionNetwork Recruitment is seeking a skilled Portfolio Specialist to join our team. As a Portfolio Specialist, you will be responsible for overseeing and optimizing our insurance portfolio performance.Key Responsibilities:Portfolio Management: Oversee the performance and profitability of our insurance portfolios, ensuring they...

  • Portfolio Manager

    4 weeks ago


    Cape Town, Western Cape, South Africa Inospace Full time

    Job Title: Property Portfolio ManagerThe Property Portfolio Manager plays a pivotal role in Inospace's Property Management department, reporting directly to the Regional Portfolio Manager. This position oversees the day-to-day operations of Inospace's office, industrial, and business park properties, ensuring operational excellence, client satisfaction, and...

  • Portfolio Manager

    2 weeks ago


    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    For an experienced Property Portfolio Administrator, IGrow Wealth Investments is seeking a skilled professional to oversee a portfolio of 350 - 450 properties.Key Responsibilities:Manage a property portfolio, ensuring timely and efficient administrative tasks.Prepare and send vacancy notices to tenants, and conduct walk-around blocks to report findings to...

  • Portfolio Manager

    4 weeks ago


    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Portfolio Manager Job DescriptionCA Financial Appointments is seeking a highly skilled Portfolio Manager to join their team in Bellville. This individual will be responsible for developing and implementing effective investment strategies to meet the needs of clients.Key Responsibilities:Develop and implement investment plans to meet client objectivesManage...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    At Network Recruitment, we are seeking a skilled Portfolio Specialist to oversee and optimize our insurance portfolio performance. This dynamic role requires a strong understanding of underwriting principles, risk management, and client relationship management.Key ResponsibilitiesPortfolio Management: Oversee the performance and profitability of our...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    Portfolio Specialist Job DescriptionNetwork Recruitment is seeking a skilled Portfolio Specialist to join our team. As a key member of our dynamic team, you will be responsible for overseeing and optimizing our insurance portfolio performance.Key Responsibilities:Portfolio Management: Oversee the performance and profitability of our insurance portfolios,...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    Portfolio SpecialistNetwork Recruitment is seeking a skilled Portfolio Specialist to join our dynamic team.Key Responsibilities:Portfolio Management: Oversee the performance and profitability of the company's insurance portfolios, ensuring they align with business objectives.Risk Assessment & Underwriting Support: Collaborate with underwriters to assess...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Property Portfolio ManagerThis is an exciting opportunity to work with a growing company in Property, CA Financial Appointments, as a Property Portfolio Manager. Key responsibilities include supporting Asset Managers in operational management and sales/acquisitions, as well as managing property portfolio through property management teams.Key...


  • Cape Town, Western Cape, South Africa Tree of New Beginnings Full time

    Job Title: Senior Portfolio ManagerAt Tree of New Beginnings, we are seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our operations team, you will be responsible for managing our building portfolios, ensuring profitability, revenue management, letting, occupancy, revenue collection, and customer service to achieve...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    We are seeking a skilled Insurance Portfolio Manager to join our team at Network Recruitment. The successful candidate will be responsible for overseeing the performance and profitability of our insurance portfolios, ensuring they align with business objectives.Key Responsibilities:Portfolio Management: Regularly review and analyze portfolio metrics, loss...


  • Cape Town, Western Cape, South Africa Nedbank Full time

    Job OverviewNedbank is seeking a highly skilled Investment Portfolio Manager to join our team.Conduct thorough research and analysis of investment opportunities to optimize portfolio performance.Develop and implement strategic asset allocation plans to meet client goals and risk tolerance.Monitor and evaluate portfolio performance on an ongoing basis, making...


  • Cape Town, Western Cape, South Africa Tree of New Beginnings Full time

    Job Title: Senior Portfolio ManagerAt Tree of New Beginnings, we are seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our operations team, you will be responsible for managing our building portfolios, ensuring profitability, revenue management, letting, occupancy, revenue collection, and customer service to achieve...


  • Cape Town, Western Cape, South Africa RareCruit Full time

    Job Description:The Client Programmes Project Manager plays a crucial role in the programmes department. This professional will be responsible for managing client portfolios, ensuring smooth project delivery, and fostering strong relationships with clients.Key Responsibilities:Portfolio Management: Oversee client portfolios, identify areas for improvement,...


  • Cape Town, Western Cape, South Africa AJ Personnel Full time

    Purpose:Ambitious and results-driven Category Portfolio Manager will develop and execute strategies for building material portfolio, create budgets, drive negotiations, and drive continuous improvement of products, systems, and processes.Requirements:Supply Chain Management degree or diploma with a focus on Finance and Business Administration5 years of...


  • Cape Town, Western Cape, South Africa The Royal Portfolio Full time

    The Royal Portfolio seeks a seasoned Duty Manager to oversee the daily operations of our luxury hotel. As a key member of our team, you will be responsible for ensuring exceptional guest experiences and maintaining the highest standards of service.Main ResponsibilitiesLead and manage the hotel's daily operations, ensuring seamless execution of tasks and...


  • Cape Town, Western Cape, South Africa Inospace Full time

    Job SummaryThe Property Portfolio Manager plays a pivotal role within Inospace's Property Management department, reporting directly to the Regional Portfolio Manager. This position oversees the day-to-day operations of Inospace's office, industrial, and business park properties, ensuring operational excellence, client satisfaction, and maximising property...


  • Cape Town, Western Cape, South Africa The Royal Portfolio Full time

    Main ResponsibilitiesThe Duty Manager plays a pivotal role in ensuring the smooth operation of the hotel, upholding the high standards of The Royal Portfolio. This position requires a strong leader who can effectively manage and control daily hotel operations, guaranteeing exceptional guest satisfaction and staff satisfaction.Key Duties:Provide exceptional...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    Job SummaryWe are seeking a highly skilled Financial Portfolio Manager to join our team at HR Genie. As a key member of our Wealth Management department, you will be responsible for providing expert financial advice and portfolio management services to our clients.


  • Cape Town, Western Cape, South Africa The Royal Portfolio Full time

    Main PurposeThe Royal Portfolio requires a skilled Duty Manager to oversee and control the daily operations of the hotel. This includes ensuring that the standards of the company are met, contributing to the purpose of The Royal Portfolio – "To give our guests a complete experience and a perfect stay".Main Duties and ResponsibilitiesGuest InteractionEnsure...


  • Cape Town, Western Cape, South Africa Inospace Full time

    Job OverviewThe Property Portfolio Manager plays a pivotal role in Inospace's Property Management department, overseeing the day-to-day operations of office, industrial, and business park properties. This position ensures operational excellence, fosters client satisfaction, and maximizes property performance under the strategic guidance of the Group...