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Portfolio Manager

Published on 17.11.2021


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Job Ad & Profile Description

Position : Portfolio Manager

We are looking for Portfolio Managers as  primarily responsible for creating and managing investment allocations for clients. A large part of a portfolio manager's job involves maintaining client relationships. Regular contact with investor clients regarding market conditions, updated investment research, and economic trends are imperative to sustaining a viable book of business. Additionally, as part of their fiduciary duty, portfolio manager must meet with clients on at least an annual basis to ensure investment objectives have not shifted and current portfolio allocations are still in line with clients' initial requests. Portfolio manager must periodically evaluate the performance of predetermined investment packages, as well as meet standards provided by regulatory organizations. For example, a portfolio manager must make timely changes to a portfolio that is no longer in line with initial investment objectives or allocation guidelines. Similarly, because investment management is a highly regulated field, portfolio manager ensure compliance with investor disclosures, privacy laws, anti-money laundering requirements and anti-fraud measures.

Main responsibilities include but not limited to:

  • Create reports on investment performance and activity.
  • Provide advice and guidance for investment opportunities to customers.
  • Communicate with clients about their accounts, market conditions and economic trends.
  • Manage portfolios with the aim of maximizing investment returns.
  • Commensurate acceptable levels of risk based on client instructions.
  • Work together with investment analyst/research teams to identify investment opportunities.
  • Generating an Investment Policy Statement, outlining our clients’ investment objectives.
  • Constructing successful investment portfolios informed by market conditions, and economic trends.
  • Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
  • Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
  • Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
  • Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
  • Prospecting for new clients.
  • Staying up to date with relevant investment and trading news, and economic trends.
  • Consults with clients prior to making any major changes or decisions with regard to portfolios.
  • Monitors client investments.
  • Maintains records and files of all portfolio activity.
  • Keeps clients up to date on the state of their portfolios.
  • Studies stock market trends on a daily basis.
  • Applies knowledge of trends to client portfolios, suggesting changes or adjustments accordingly.
  • Meets with clients to determine their investment goals.
  • Studies clients’ financial holdings, income, and financial background.
  • Advises clients on the best investment opportunities and strategies for their lifestyle.
  • Explains and differentiates between various investment opportunities, stocks, and funds.
  • Assists clients in developing a tailor-made portfolio.
  • Attends investment meetings.
  • Delivers presentations on client portfolios and recent market trends.
  • Devises new and effective ways to successful manage client portfolios.
  • Networks with clients to build strong relationships.
Required profile for job ad : Portfolio Manager


Closing date: 01 December 2021

Job criteria for job ad : Portfolio Manager
Job category :
Accounting, controlling, finance
Industries :
Banking, insurance, finance
Employment type :
Permanent contract
Region :
Windhoek - Khomas
Experience level :
5 to 10 years
Educational level :
Number of Position(s) : 1

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