Job title : Portfolio Manager – Mauritius
Job Location : Western Cape,
Deadline : August 04, 2024
Quick Recommended Links
What will you do?
- Managing client investment portfolios
- Portfolio construction
- Building an asset base / business development primarily for clients in Sub-Saharan Africa
- Maintaining client relationships
- Aligning individual client portfolios with model portfolios
- Monitoring individual portfolios and dealing with market movements and research
- Obtaining client’s instructions with regards to corporate actions, dividends etc.
- Completion of new client mandates
- Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients
- Maintaining key client relationships
- You will be required to undertake quarterly travel
What will make you successful in this role?
- Knowledge of the Private Client industry
- Offshore trading knowledge
- ‘Hunter’ mentality – hungry to grow own client base
Qualification and experience
- Minimum of 5 years relevant experience in the investment management industry (preferably with an established client base);
- Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return;
- Relevant post graduate degree and professional qualification
Knowledge and skills
- Proficient in MS Office (i.e. Word, Excel etc.)
- The ability to set and maintain high work standards
- Previous related experience, preferably within wealth management or stockbroking
- Results orientation / self-starter
- Good interpersonal and communication skills
- An understanding of the financial markets
- Integrity in conducting all business activities
- The ability to promote the organization and self
- Fluency in French will be an advantage
Personal qualities
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
- Administrative / Management jobs
Apply for job
Related Jobs
New Job Alert
Never miss a chance!
Let us know your job expectations, so we can find you jobs better!
Full Time Cape Town, Western Cape Administrative / Management None Bachelors
Full Time Cape Town, Western Cape Administrative / Management 5 years Masters
Full Time Cape Town, Western Cape Administrative / Management 3 years National Certificate
Full Time Western Cape Administrative / Management None Matric
Full Time Cape Town, Western Cape Administrative / Management 5 years National Certificate
Full Time Western Cape Administrative / Management 1 - 2 years Matric
Full Time Bellville, Western Cape Administrative / Management 3 years Bachelors
Full Time Cape Town, Western Cape Administrative / Management 3 - 5 years Matric
Full Time Cape Town, Western Cape Administrative / Management 2 years National Certificate