Job title : Portfolio Manager - Mauritius
Job Location : Western Cape,
Deadline : January 06, 2025
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What will you do? Managing client investment portfolios Portfolio construction Building an asset base / business development primarily for clients in Sub-Saharan Africa Maintaining client relationships Aligning individual client portfolios with model portfolios Monitoring individual portfolios and dealing with market movements and research Obtaining client's instructions with regards to corporate actions, dividends etc Completion of new client mandates Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients Maintaining key client relationships Working with internal teams such as research analysts, compliance officers, and operations to deliver superior client service You will be required to undertake quarterly travel
Knowledge and Skills Proficient in MS Office (i.e. Word, Excel etc.) The ability to set and maintain high work standards Previous related experience, preferably within wealth management or stockbroking Results orientation / self-starter Good interpersonal and communication skills An understanding of the financial markets Integrity in conducting all business activities The ability to promote the organization and self Fluency in French will be an advantage
Qualification Minimum of 5 years relevant experience in the investment management industry preferably with an established client base) Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return Relevant post graduate degree and professional qualification
What will make you successful in this role? Knowledge of the Private Client industry Thorough understanding of global financial markets and economic trends 'Hunter' mentality – hungry to grow own client base
Accounting / Financial Services jobs