Portfolio Manager

  • Aquarius Recruitment Specialists
  • Durban, KwaZulu-Natal, South Africa
  • May 08, 2017
Permanent Banking Investment

Job Description

To build, service and maintain a book of discretionary and execution only stock broking clients according to mandates and models, generating revenue for the Business Unit and leveraging relationships to maximize customer value, in line with the company’s strategy.

Types of Exposure
• Analysing situations or data that requires an in depth evaluation
• Brainstorming ways of improving a product or situation
• Building and maintaining effective relationships with internal and external stakeholders
• Challenging the status quo with a view to improving the environment or people’s understanding
• Checking the accuracy of reports and records
• Communicating complex information orally
• Comparing two or more sets of information
• Conducting a client financial needs analysis
• Developing ways to minimise risks
• Drafting reports
• Financial markets experience
• Identifying trends
• Influencing stakeholders to obtain buy-in for concepts and ideas
• Interacting with diverse people
• Managing client expectations
• Preparing and delivering presentations
• Providing professional advice
Essential Qualifications
• Advanced Diploma/National 1st Degrees
• Registered Securities Trader Exam
• Registered Persons Exam (RPE)

Minimum Experience
• 2 years in the financial markets environment
Key Competencies
• Excellent communication skills
• Able to contribute to team success
• Able to build trusting relationships
• Ability to expand and advance opportunities
• Good time management skills
• Able to sustain customer satisfaction

Job Level

Skilled

Salary Range

Negotiable