Google Play

Portfolio Manager

Published on 17.11.2021

Company

Website : https://www.globaletalent.co.za/
Industries :
Advice, audit, accounting
IT, software engineering, Internet
Banking, insurance, finance
Temporary work, recruitment
Job ads : See our Job Ads
Global e-Talent is a talent search, placement and on-boarding firm. We partner with you to meet your talent acquisition needs and ensure that... read more

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
Management
Industries :
Banking, insurance, finance
Employment type :
Permanent contract
Region :
Windhoek - Khomas
Experience level :
5 to 10 years
Educational level :
Bachelor
Number of Position(s) : 1

Share this offer with your network

Other jobs that might interest you

Finance and Accounting Associate

25/01/22 | AFRICAWORK

We are looking for profiles and CVs of Finance and Accounting Associates that we will send to our large account customers for their future recruitment needs. Duties Support the development of cost standards ; Prepare monthly financial reports and scorecar ...

Region of : Erongo - Hardap - Karas - Kavango - Kunene - Ohangwena - Omaheke...

Audit Manager

19/01/22 | PWC

Job Description & Summary A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clien ...

Region of : Erongo - Hardap - Karas - Kavango - Kunene - Ohangwena - Omaheke...

Finance Consultant

26/01/22 | OLD MUTUAL LIMITED (OML)

Job Description To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts. Job ...

Region of : Erongo - Hardap - Karas - Kavango - Kunene - Ohangwena - Omaheke...

PFA Advisor

26/01/22 | OLD MUTUAL LIMITED (OML)

Job Description Assists clients in achieving their financial goals by providing financial advice and relevant solutions to individual, corporate and institutional clients; Offers advice in adherence to the customer value proposition and compliance framewo ...

Region of : Erongo - Hardap - Karas - Kavango - Kunene - Ohangwena - Omaheke...