A world-renowned firm in the Asset and Investment industry located in Johannesburg is in search of an experienced Portfolio Manager to join their
A Portfolio Manager s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our client s overall Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their
Responsibilities
- Commensurate acceptable levels of risk based on client instructions
- Manage equity and bond portfolios to maximize investment returns
- Communicate with clients about their accounts, market conditions and economic trends
- Create reports on investment performance and activity
- Provide advice and guidance for investment opportunities to customers
- Provide client consultation to develop investment objectives
Requirements
- CA(SA)
- CFA Level 3
- Strong Fund management experience
- Minimum 5 years experience in the Financial Services industry
Benefits
RPO is a Specialist Recruitment Agency that focuses on providing candidates and clients with unique recruitment solutions specifically tailored to their
We focus on helping you reach your personal and professional goals by connecting you to your perfect career
To apply for this role please visit the RPO recruitment website: or connect with our consultant: Robyn Andreka on LinkedIn regarding this Alternatively email us at the email address below:
- CA(SA) - CFA Level 3 - Strong Fund management experience - Minimum 5 years' experience in the Financial Services industry