Please note that our Terms of Use and Privacy Notice are applicable.
Back to search (KwaZulu-Natal > Durban City > Jobs > General Worker Jobs> ad 1084218246)
Portfolio Manager
1 Photo(s)
2 years ago2864 views
Ad Saved to My List
View and manage your saved ads in your account.
Share
WhatsApp
Facebook
Messenger
Twitter
Copy URL
Email
Report Ad
Report This Ad
Reason for Reporting
Email Address
(Required)
Message
(Optional)
Report Ad
By clicking "Report" you accept the Gumtree Terms and Conditions.
General Details
Description
Role Purpose:
To manage investment portfolios for high net worth clients, working as a member of the investment
team and contributing company and economic research and asset allocation insights. The Portfolio Manager is
responsible for investment performance and growing assets under management by attracting new clients and
retaining existing clients.
They are responsible for :
Ensuring that all activities are carried out in full compliance with regulatory requirements.
Enterprise Wide Risk Management framework and internal Policies and Policy standards.
Understanding and managing risks and risk events (incidents) relevant to the role.
Key Accountabilities
Accountability: Management of Client Portfolios
· Manage client portfolios with an end to end client service offering that includes regular client interaction, portfolio performance reporting and presentations of the house view on economies, markets, asset allocation and stock selection (to individual clients or groups of clients).
· Present the company''s product range and the asset classes available for investment.
· Implement changes to client investment portfolios on the portfolio management system (PortCIS) when necessary after discussion with clients or after decisions taken by the Investment Team.
· Place resulting orders with company Stockbrokers or relevant counterparty.
· Rationalize the client base to achieve economies of scale, save costs and make the business more scalable.
· Communicate with clients telephonically or by visitation nationally to maintain high level working relationships.
· Conduct Adhoc Company or economic research for clients or for the management of their portfolios via the internet, business magazines, newspapers or other appropriate media.
· Compile daily and monthly investment reports e.g. newsletter, daily market reports and marketing material.
· Operate professionally and execute activities in line with the Financial Services Board and FAIS requirements.
Accountability: Asset Management Investment Process
· Participate in the asset management investment process by conducting company research (attend financial results presentations, site visits, etc.) on individually listed shares and decide whether to buy/not buy/hold/sell the company shares for the various portfolios that incorporate equities.
· Conduct research on other asset classes e.g. bonds, listed property, money market, preference shares (listed instruments) in order to include or exclude them from client portfolios.
· Provide input and insights into investment strategy meetings, stock selection meetings, asset allocation meetings and other relevant investment forums.
· Make investment decisions regarding the management of client portfolios. · Monitor and report on private client portfolio performance (management reports and client reports).
Accountabi
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzQwOTIyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1125332&xid=1108_40922
Id Subtitle 1084218246
View More
WhatJobs
Selling for 2+ years
Total Ads25.57K
Active Ads25.57K
Professional Seller
This seller has registered a Gumtree business account which allows them to qualify as a professional seller.To grow your business with Gumtree read more
Seller stats
25.57KTotal Ads
105.80MTotal Views
Contact WhatJobs
Message
(4029)
Name
(Optional)
Email Address
(Optional)
Phone
(Required)
Upload CV(Optional)
DOC or PDF only max 2 MB file size
Send Message
By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.
Related Ads
SavedSave
General worker required for busy car wash based in Springfield ParkSucessful applicant must reside in the Kenville, SeacowLake or surrounding areas. To start immediately. Contact 0847778679.
Invalid date
SavedSave
We are seeking a reliable and hardworking individual to join our team. Duties include:*Stock Control*Receiving*Dispatching*Inventory ControlRequirements:*Hyster/Driver Licence
Invalid date
1
SavedSave
We are hiring a Signage ApplicatorWith experience & ReferencesCandidates must be:* Able to work under pressure* Have sober habitsCandidates must have the following requirements:* Trucking & Vehicle branding knowlegde* Wallpaper installation* Signage Installation & Application* Canvas frames* Heat transfer applicationContact064 642 0446
Invalid date
SavedSave
I'm looking for a job i have Security and Psira registered and i can do any job
Invalid date
SavedSave
REQUIRED URGENTLY: MUST HAVE PREVIOUS EXPERIENCE IN PRINTING & BE WILLING TO ASSIST WITH ADMIN. Applicant must be male and have own transport. Please email CV to tashalutchman81@gmail.com
Invalid date
We are looking for a dedicated NACE Level 1 Coating
Inspector to join our team in the Jacobs, Durban and Richards Bay areas. This
position is based in RICHARDS BAY but will require occasional visits to our
head office in Jacobs, Durban.
Job Description: The successful candidate will be
responsible for performing inspections of industrial coatings in accordance
with NACE standards. This includes surface preparation, application, and curing
processes.
Responsibilities include but are not limited to:
Conducting inspections of surface preparation and coating
application processes.
Documenting inspection results and maintaining records.
Ensuring compliance with safety regulations and quality
standards.
Collaborating with the team to resolve any issues that arise
during the coating process.
Qualifications:
NACE Level 1 Certification is required.
Previous experience in a similar role is preferred.
Strong attention to detail and problem-solving skills.
Excellent Excel and MS office skills.
Interested candidates are invited to apply by sending their CV,
NACE Level 1 Certificate and salary expectation to:
info2@dbindustrial.co.za
Please note that NO PHONE CALLS will be
entertained.
Invalid date
View More
Back To SearchGumtree Safety Tips
1.Meet in a public space to see the item and exchange money.
2.Never send your item before receiving the money.
3.Never send or wire money to sellers or buyers.
Looking to Sell?
Whether you are selling your car, old cell phone or laptop, learn how much your item could be worth with our Gumtree Pricing Guide.