Portfolio Manager

Recruiter:

CA Financial Appointments

Job Ref:

54822

Date posted:

Tuesday, August 6, 2024

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
My client is seeking a Portfolio Manager to join their team in Bellville.

POSITION INFO:

My client is seeking a Portfolio Manager to join their team in Bellville. This person will personally liaise with top class investors on an ongoing basis with the goal to determine every clients by cost effective investment plans. If you are a member of the South African Insurance Stockbrokers, JSE Registered with an RE5 this role might be for you. This is an Employment Equity role.

Responsibilities:

Trading
Managing Customer Relationships
Developing the Business and managing its people
Risk Management
Review market and risk reports
Client and broker meetings
Put together monthly business reports
Manage client orders
Manage client cash

Requirements:

Must have relevant BCom Degree
Must have Registered Persons Exams or a Member of the South African Institute of Stockbrokers
Must be registered for JSE Registered Securities Trade Exam
Must have RE5
Must have 3 - 5 years experience within Stock broking and Portfolio Management
Strong numerical and analytical skills
Excellent people and communication skills

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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