Client Relationship/Portfolio Manager (CFA)

About the position

You're investment savvy and building client relationships is what you thrive in.

Is this you?
Not only do you have extensive technical investments experience, you are also brilliant at building and maintaining client relationships and this combination of skills and expertise allows you to grow and protect your clients' wealth, just what a family of wealth needs.

What you'll be doing (and why you'll enjoy it)
You will have the opportunity to manage and grow an existing book of high-net-worth clients. Your main responsibility will be to manage the global and local multi-asset portfolios of these clients. You will work closely with the investment management teams in various jurisdictions to ensure your clients' portfolios are structured to meet their goals and needs

Where you'll be doing it
You will be joining a leading and well-known family office with an international presence. You will be based in professional offices in Melrose, Johannesburg with the option to work from home 2 days per week.

What you'll need
To succeed in this role you need a finance/investment degree as well as your CFA Charter Holder. A minimum of 5 years working experience in a Wealth Manager or Portfolio Manager role is essential. You need to be fluent in English and Afrikaans and have you own transport to go out and see clients in and around Gauteng.

What you'll get
You will be offered a competitive salary as well as performance bonuses. You will be supported by a Junior Analyst to help you offer your clients the best possible service and advice. You will be backed by an international brand that offers long-term career growth.

How to apply

For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Asset Management

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree