Private Client Portfolio Manager

About the position

Private Client Portfolio Manager
Cape Town or Johannesburg
Market-related

Own trusted relationships and guide multi-asset portfolios for discerning private clients.
Is this you?
You're a proactive, detail-obsessed relationship builder who communicates clearly, leads when needed and collaborates well across teams. You balance analytical rigour with sound judgement, translate technical concepts into plain English, and stay cool under pressure. Above all, you're client-centred, accountable and motivated to grow new business while nurturing long-term relationships.

What you'll be doing (and why you'll enjoy it)
You'll manage and grow an existing book of high-net-worth clients, developing a deep understanding of their multi-asset portfolios and needs. Expect regular client engagement, analysis and reviews, drafting and executing investment implementation plans, coordinating compliant client take-ons, and ensuring procedures and regulatory requirements are met across jurisdictions. You'll contribute to investment committee discussions, support new strategy development, and drive agreed new-business objectives, delivering timely, exceptional service throughout.

Where you'll be doing it
With a leading international wealth and investment manager known for its collaborative culture and cross-border reach. You'll partner closely with investment teams in South Africa and the UK, working with sophisticated private clients and a values-driven group that prizes high standards and teamwork. You can be based in Cape Town CBD or Sandton Johannesburg.

What you'll need
A degree in Finance/Investments (CFA Charterholder preferred), at least 5+ years in a similar private-client investment role, FAIS representative status, and proven capability in both client management and new business development. You bring strong knowledge of global markets, asset classes and portfolio management, working knowledge of SA/offshore tax and compliance, and excellent written and verbal communication. Experience managing onshore and offshore multi-asset portfolios is essential. You also need to be fluent in English and Afrikaans.

What you'll get
A competitive, market-related package, the platform to work with international teams and clients, and the autonomy to shape relationships while contributing to firm-wide strategy.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [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:

• Investments

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level & Accreditations:

• Honours
• Chartered Financial Analyst