Junior Portfolio Manager

Junior Portfolio Manager


Junior Portfolio Manager

Details of the offer

To deliver superior investment advice, performance and service relative to applicable benchmarks through the application of research generated ideas to a client portfolio’s that ensures sustainable annuity income and income growth.

Market related salary dependent on work experience and qualifications.

Min 6 years’ experience required in the following:
Banking knowledge
Banking procedures
Business Acumen and principles
Business terms and definitions
Data analysis
Governance, Risk and Controls

Minimum educational level:
Honours degree in Finance
Chartered Accountant CA(SA)
Chartered Financial Advisor (CFA)
Certified Financial Planner (CFP)

Technical skills:
Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
Support the client relationship manager/ wealth manager by presenting to clients on the status of their portfolio.
Build professional relationships through participating in client and company functions.
Provide Non - discretionary clients with investment recommendations and opinions through discussions or in writing and act upon it should the client be in agreement.
Resolve investment issues raised by the client by examining their concerns and reporting back.
Contribute to a culture conducive to the achievement of transformation goals by participating in Company Culture building initiatives (e.g. staff surveys).
Resolve investment issues raised by the client by examining their concerns and reporting back.

Skills deliverables:
Participate in the Regional Investment Strategy Committee meeting- take the regional view to the National Strategic forum; put forward the investment views with regard to asset allocation and buying / selling shares and other financial instruments and agree consensus.
Apply consensus decisions taken at national strategy committee to individual client portfolios where applicable by transacting on them.
Ongoing review of client portfolios through checking against performance; benchmark and client requirements.
Provide considered changes to client portfolios within the framework of a client’s needs and objectives through transacting in financial instruments.

Source: Executiveplacements


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