Job title: Portfolio Manager (Retail)
Employment type: Full Time
Experience: 4 to 5 years
Salary: Negotiable
Job published: 25 March 2021
Job reference no: 2847628288

Job Description

Portfolio Manager (Retail)

Attractive market related package

Cape Town

Join this high performing team in a highly sought after blue chip Investment Group.  This role will be responsible to meet with Independent Financial Advisors and model portfolio solutions, to build relationships with supporting divisions to support Discretionary Fund Management, and report back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel.

Key responsibilities

  • Ensuring client aspirations are understood and achieved
  • Building portfolio’s in order to meet client expectations
  • Leveraging off research platform within the team
  • Constructing and managing portfolio’s that meet the client’s expectations
  • Regularly present formal research to the client
  • Provide ‘alpha generating’ input into the positioning of client portfolios-manager selection
  • Remain abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industry

Qualifications and experience

  • Degree or Diploma with 4 to 5 years related experience