Job Title
Sen Portfolio Manager - Investments, Cape
Employment Type
Full Time
10 to 15 years
Job Published
17 February 2022
Job Reference No.

Job Description

Sen Portfolio Manager - Investments, Cape Town

Reputable Investment Mgt firm seeks driven indiv. Pivotal role to acquire and retain a Portfolio of top clients. Provide sound Investment advice to grow wealth. Exciting career opportunity. Be instrumental in growing their presence in the Cape region. Collaborative culture.

Main responsibilities:

  • Key role to manage a portfolio of Investments for major clients.
  • Interface regularly with clients and provide excellent service.
  • Grow the existing book of business and acquire new business.
  • Discuss stocks and sectors plus robust Investment philosophy with clients.
  • Analyse and contributing to the equity research process.
  • Nurture relationships with internal and external stakeholders.
  • Showcase relevant sectors and make sense of complex markets and issues.
  • Become a trusted advisor to high-value clients and draft Investment proposals.
  • Other key duties to be discussed, at interview stage.

Qualification and Experience:

  • Degree ess. CFA or CA or Masters, an advantage.
  • 10 to 15 years exp in Portfolio Mgt or Asset / Fund Mgt within well-known firm.

Should you be interested in the role:

  • Please submit your CV via the link.
  • For queries, contact Bev from SET on 082 495 8595.