Portfolio Manager - Mauritius at Sanlam Group

What will you do?

• Managing client investment portfolios
• Portfolio construction
• Building an asset base / business development primarily for clients in Sub-Saharan Africa
• Maintaining client relationships
• Aligning individual client portfolios with model portfolios
• Monitoring individual portfolios and dealing with market movements and research
• Obtaining client’s instructions with regards to corporate actions, dividends etc.
• Completion of new client mandates
• Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients
• Maintaining key client relationships
• You will be required to undertake quarterly travel

What will make you successful in this role?

• Knowledge of the Private Client industry
• Offshore trading knowledge
• ‘Hunter’ mentality – hungry to grow own client base

Qualification and experience

• Minimum of 5 years relevant experience in the investment management industry (preferably with an established client base);
• Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return;
• Relevant post graduate degree and professional qualification

Knowledge and skills

• Proficient in MS Office (i.e. Word, Excel etc.)
• The ability to set and maintain high work standards
• Previous related experience, preferably within wealth management or stockbroking
• Results orientation / self-starter
• Good interpersonal and communication skills
• An understanding of the financial markets
• Integrity in conducting all business activities
• The ability to promote the organization and self
• Fluency in French will be an advantage

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results