Portfolio Manager

3 days ago

Ras Tanura, Eastern Province, Saudi Arabia Sanlam Group Full time

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
  • You will be required to undertake quarterly travel

What will make you successful in this role?

  • Knowledge of the Private Client industry
  • Offshore trading knowledge
  • 'Hunter' mentality – hungry to grow own client base

Qualification and experience

  • 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

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

Personal qualities

  • Strong numerical orientation
  • Highly organized with a high level of customer focus
  • Accurate and detail orientated
  • Critical and analytical capability
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Excellent listening, communication and interpersonal skills
  • Pro-Active approach to work, clients, problem solving
  • Learning agility and curiosity
  • Assertive
  • Passionate ownership for results

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