Wealth Portfolio Manager: Private Client

SUMMARY:
Our client, an established wealth management company, provides a full suite of leading wealth solutions and services to it's clients. A unique opportunity exists for an established Portfolio Manager to join our client's growing and innovative wealth capability.

POSITION INFO:
A Portfolio Manager within wealth will build a client base directly and in partnership with financial planners. Develop and manage investment portfolios based on clients’ objectives. Perform investment research and monitor developments in security markets. Liaise with tax attorneys or accountants to determine legal consequences of investment decisions.

Requirements:

• A minimum of 5 years of experience in managing wealth for private clients with an established client base
• Strong client relationships and a hunter mindset
• Either JSE or FAIS licensed in the appropriate categories
• Relevant formal qualifications and designations (CFA e.g.)

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