Business Segment: Insurance & Asset Management
Location: ZA, GP, Johannesburg, 30 Baker Street
Job Type: Full-time
Job Ref ID: 80443682A-0001
Date Posted: 7/17/2025
Job Description
This role is core to the business’s portfolio management, critically analysing and contributing to the equity research process, active asset management of client portfolios, and client relationship management. The portfolio manager will be accountable for a portfolio of high value and sophisticated clients characterised by a high touch client service and overall client experience, by leveraging from a robust investment philosophy and process that is aligned to the MD house view. Foster collaborative and deep relationships with wealth managers and relationship managers, respectively. Formulates the house view across sectors which is expressed in the model portfolio. Expresses well-articulated views on all stocks and sectors we invest in. Must be a subject matter expert showcasing deep thinking across sectors, markets and the ability to make sense of highly complex markets and issues. Demonstrable ability to formulate business strategy development and implementation thereof. Promotes the investment philosophy and tests the integrity of the work done by the team against the investment philosophy. The individual is accountable for offering clients with a high touch personal client experience, building deep relationships with clients, constantly raising the bar, in order to achieve trusted advisor status. Responsibility for shaping and implementing the investment process and ensuring that client portfolios are aligned to the house view and client’s investment mandate accordingly.
Qualifications
Preferred Qualification and Experience
Post Graduate (4 year) degree with a bias to Investment Management, Accounting & Finance, Economics, Numerical subjects e.g. Mathematics, Science, Analytics.
CFA – Ideally to have completed or in the process of completing
FAIS - Must have completed FSB/FAIS exams successfully
Knowledge/Technical Skills/Expertise
Portfolio Management - Sales and Service as well as Investments: Leadership experience within asset management or senior portfolio manager experience preferably managing assets on behalf of High-Net Worth Clients. Decision-making track record
Additional Information
Behavioural Competencies:
Challenging Ideas
Convincing People
Developing Expertise
Developing Strategies
Directing People
Embracing Change
Generating Ideas
Making Decisions
Providing Insights
Resolving Conflict
Taking Action
Understanding People
Technical Competencies:
Client Value Propositions
Coaching and Mentoring
Statistical and Mathematical Analysis
Client Retention
Active Investment Management
Performance benchmarking
Economic Analysis
Financial Management (Financial)
Investment Risk Awareness
Risk Reporting
Risk/ Reward Thinking
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
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