Wealth Portfolio Manager: Private Client

Recruiter:

Palesa Mbali Group

Job Ref:

KZN000387/JR

Date posted:

Tuesday, April 20, 2021

Location:

All regions, South Africa

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.)

This role can be based anywhere in South Africa and comes with a negotiable remuneration package that includes lucrative incentives.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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