National Head, Portfolio Management - Johannesburg, South Africa - Standard Bank Group

    Default job background
    Full time
    Description

    Job Description

    The primary role of the National Head: Portfolio Management is to lead, oversee and coordinate all portfolio management activities and to take full accountability for the of the discretionary portfolio management team and to manage the optimisation of the Portfolio Management Assistant model and servicing role.

    To ensure the team is managed effectively and in compliance with all regulatory requirements. To lead and manage a book of key client portfolios and optimally solve for client requirements and ensure optimal investment return for clients. To achieve nationally, the strategic objectives of client retention, new client acquisition and to contribute to enhanced MD revenue growth.

    Qualifications

    Minimum Qualifications

  • Post Graduate Diploma in Finance and Accounting
  • Relevant tertiary business qualification, CFA. Completion of FAIS regulatory exams.
  • Experience Required

  • A minimum of 10 years senior portfolio management experience within Investment Management
  • A proven track record of effective leadership experience within a private clients business
  • A proven track record of effectively growing an individual book of business
  • A proven track record of effectively growing teams and their books of business
  • A proven track record of growing a team across different locations
  • Decision-making track record.
  • Additional Information

    Behavioural Competencies

  • Meeting Timescales
  • Embracing Change
  • Examining Information
  • Developing Expertise
  • Seizing Opportunities
  • Technical Competencies

  • Client Understanding
  • Product Knowledge
  • Product Development
  • Cross and Up-Selling
  • Mind of Client Experience
  • Financial Analysis
  • Rise and grow with a career at Standard Bank Group

    Join a committed group of people who stand behind one common purpose: Africa is our home, we drive her growth. We firmly believe that our people are our greatest competitive advantage. It's only through our people's expertise and dedication that we are able to bring our purpose and strategy to life in service of our clients and society at large. That's why we strive to create a work environment where our people can thrive, where they are able to bring their whole selves to their work and are empowered to pursue their dreams and aspirations.

    Join us as we Transform our Business