Vacancies

Portfolio Manager: Wealth Management (Cape Town)

Note: Only suitably qualified Employment Equity candidates would be considered.

A highly reputable wealth management firm has a challenging vacancy for an experienced investment professional to formulate, revise and implement multi-asset class, multi-management investment strategies within the Discretionary Fund Management space.

Key Responsibilities:

• Designs and manages Discretionary Fund Management investment strategies;
• Performs investment research with a focus on indexation strategies and asset allocation;
• Stays informed on competitor offerings, trends in asset management, developments in the financial markets and macroeconomics;
• Analyses the market for opportunities to develop new products and features in existing products to suit specific target markets.
• Liaises with taxation and legal specialists to assess the legal and taxation consequences of investment products and strategies;
• Engages with multiple departments and teams to deliver a new product to market.
• Balances complex business trade-offs in product design and makes appropriate decisions;
• Report backs and performance feedback to financial advisors;
• Responsible for directing and managing a small operations team;
• Delivers and manages multiple projects as well as daily operational issues;
• Generic responsibility in area for performance management, coaching and resource optimisation;

Requirements:

• B.Com / CA / CFA / MBA – Post Grad in Financial Industry.
• Minimum of 8+ year’s investment experience.
• Able to liaise and present with credibility and impact.
• Professional and client-centric attitude/approach.
• Strong numeracy skills.
• Excellent attention to detail.

Apply Now

  • Drop files here or
    Max. file size: 32 MB, Max. files: 2.
    • please provide a short description of what type of opportunities would interest you
    • Your application will be handled in the strictest confidence and your name and/or CV would not be discussed with anyone without your explicit, prior consent. You understand and accept that, by registering your CV/applying for a vacancy, you give consent to Efficient Frontier Recruitment to obtain and store your personal information and utilise it for recruitment purposes.
    • This field is for validation purposes and should be left unchanged.

    Comments are closed.

    Website by NM Digital Design