Senior Manager, Portfolio CPT

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

The incumbent is responsible for developing new client acquisition and organic client revenue growth strategies and targets at the beginning of the financial year.

Type of Qualification: First Degree

Field of Study: Finance 

Type of Qualification: First Degree

Field of Study: Accounting

Industry relevant qualification such as CFA preferred,JSE Stockbroker

Registered Trader

 

Experience Required

10 years or more in  Wealth Management and Investment Management

Experience in Portfolio Management/ equity analysis or equity sales, across both domestic and international markets, with a track record of successfully growing revenue streams

10 or more years in Customer service delivery.

Behavioural Competencies:

• Challenging Ideas
• Convincing People
• Developing Expertise
• Developing Strategies
• Directing People
• Embracing Change
• Generating Ideas
• Making Decisions
• Providing Insights
• Resolving Conflict
• Taking Action
• Understanding People

Technical Competencies:

• Client Value Propositions
• Coaching and Mentoring
• Statistical and Mathematical Analysis
• Client Retention
• Active Investment Management
• Performance benchmarking
• Economic Analysis
• Financial Management (Financial)
• Investment Risk Awareness
• Risk Reporting
• Risk/ Reward Thinking