Portfolio Manager - Equities

NVest Securities
East London, Buffalo City (ZA)
Market Related - competitive and negotiable
30 Mar 2023
29 Apr 2023
Industry Sector
Employment Type
Full Time

Experienced Portfolio Manager - Equities

Location:        East London, Eastern Cape

Salary  :           Market Related - competitive and negotiable

Benefits:          Various

Job Vacancy Description (Tasks and Responsibilities)

A leading independent stockbroking and private wealth management company offering local and offshore private client equity portfolio management and trading services is looking for a dynamic, experienced and appropriately qualified Portfolio Manager to join their business.  


Portfolio management:

  • Effectively performing the role of a portfolio manager;
  • To foster a good working relationship with both internal and external referring advisors and agents and to manage portfolios referred or assigned to you in terms of the company investment philosophies and agreed upon strategies;
  • To build a portfolio of managed client accounts by targeting prospective clients and networking in the community in order to build, grow and retain your own discretionary managed book;
  • Dealing directly with clients, providing advice to them regarding their investment portfolios, following trading instructions of clients, discretionary management of and trading on accounts as and where appropriate and ensuring that clients receive excellent communication and feedback on an ongoing basis;
  • Ensuring that portfolios are managed in accordance with client requirements, wishes and investment mandate and cautioning clients accordingly if you feel that a client’s wishes are not in their best interests;
  • To foster strong client relationships;
  • Being part of the Investment committee responsible for constructing model portfolios and generating investment ideas;
  • Daily research of local and global stocks in order to ensure an excellent and ongoing understanding of both macro-economic conditions and company investment fundamentals.

Other duties and responsibilities:

Will include but not be limited to:

  • Actively playing a role in business senior management - strategic management, playing a leading role in the Investment Committee, helping build model portfolios etc
  • Ensuring and assisting with compliance of both internal and regulatory requirements;
  • Writing articles / blogs;
  • Research;
  • Ensuring a strong working knowledge of all internal policies and procedures and regulatory requirements (JSE Equities Rules and Directives, FAIS, FICA, POPIA etc);
  • Other duties in this regard that may be required from time to time.
  • Following general instructions from senior management from time to time and performing general duties as may be assigned from time to time that are reasonable and appropriate to the needs of the Company;
  • Helping foster and ensure an overall positive working environment work for all.

Required Qualifications and experience

  • JSE Stock Exchange Traders Exams – required
  • RPE equity modules (through South African Institute of Financial Markets) - required
  • Stockbroking board exams, Chartered Financial Analyst Charter holder or similar - required
  • FAIS regulatory exams RE1 and RE5 - beneficial 
  • Minimum 7 years financial markets experience
  • Strong people/relationship management skills

Should a candidate have the suitable knowledge and experience in the context of company valuations and portfolio construction, allowance may be made to write the Registered Person exams within a limited time frame post-employment in order for the candidate to qualify to provide advice under the authority of the financial markets act.

If you meet these minimum requirements and wish to apply: PLEASE SEND CV WITH THE FOLLOWING INCLUDED IN A COVERING LETTER OR EMAIL (if the application does not include the below, your application will not be considered and your CV will not be read or considered further):

  • introduce yourself;
  • state why you are interested in applying for this position;
  • explain why you want to leave your current employer (if applicable);
  • state your salary expectations and current salary level;
  • confirm notice period required and/or availability;
  • why you feel you meet the above-mentioned minimum requirements and why you feel you would be suitable for the role.
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