Portfolio Manager

<p><img id="Picture_x0020_1" src="https://rmkcdn.successfactors.com/dd82a348/461743ac-ca78-42fa-8634-a.png" style="height:255.0px;width:600.0px"></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Job Family</H2> </div><div>Investment Banking</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Career Stream</H2> </div><div>Investments</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Leadership Pipeline</H2> </div><div>Manage Others</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>People Specification</b></H2> </div><div><p style="text-align:justify;line-height:115%;margin:0.0cm;font-size:9.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">The ideal portfolio manager has quiet confidence, intellectual curiosity and a genuine passion for markets. They are technically strong but commercially aware; disciplined but adaptable; client-focused but process-led. They can engage credibly with sophisticated clients, support wealth managers, contribute to investment thinking and execute portfolios with precision. Above all, they act as a fiduciary steward of client capital and as a custodian of the firm’s investment philosophy.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Purpose</b></H2> </div><div><p style="text-align:justify;line-height:115%;margin:0.0cm;font-size:9.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">A strong portfolio manager in a high net worth private wealth business must combine investment judgement, disciplined execution, commercial awareness and trusted client engagement. </span></p> <p style="text-align:justify;line-height:115%;margin:0.0cm;font-size:9.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">The role is not limited to managing portfolios; it requires translating an institutional investment process into consistently implemented, client-appropriate outcomes while supporting wealth managers, protecting the client relationship and strengthening the firm’s investment proposition.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Responsibilities</b></H2> </div><div><ul> <li style="line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">Help formulate, refine and explain the house view, asset class models and investment process.</span></li> <li style="line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">Implement the house view and relevant models across portfolios while maintaining buy-in from wealth managers and clients.</span></li> <li style="line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">Promote conformance to agreed strategies to enable efficient implementation, fair treatment of clients and consistent client outcomes.</span></li> <li style="line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">Participate in new client pitches and support wealth managers in retaining and growing client relationships.</span></li> <li style="line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">Provide proactive market and portfolio communication, including performance attribution, forward-looking insights and clear explanations of changes.</span></li> <li style="line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">Contribute to product and solution development where there is a genuine client need or opportunity for differentiation.</span></li> <li style="line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">Step in when required to help protect and retain client relationships during colleague transitions.</span></li> </ul> <p> </p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:18.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Classification</b></H2> </div><div><ul> <li style="text-align:justify;line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt"><strong>Client-centric relationship builder</strong>: Builds credibility with sophisticated high net worth clients and trusted partnerships with wealth managers. Understands client objectives, communicates with empathy and clarity, and helps retain clients through periods of uncertainty, staff transition or market stress.</span></li> <li style="text-align:justify;line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt"><strong>Strong investment capability</strong>: Demonstrates a deep grounding in markets, economics, valuation, portfolio construction and asset allocation across local and global markets. Contributes meaningfully to house views, asset class models, research discussions and investment strategy.</span></li> <li style="text-align:justify;line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt"><strong>Disciplined process orientation</strong>: Works effectively within a mature investment process, implements agreed house views and model portfolios consistently, and supports repeatable, evidence-based decision-making rather than personality-led or ad hoc portfolio management.</span></li> <li style="text-align:justify;line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt"><strong>Commercial mindset</strong>: Understands the economics of the private wealth business, including book retention, scalable implementation, mandate efficiency, cross-sell opportunities and the need to position discretionary investment solutions clearly to wealth managers and clients.</span></li> <li style="text-align:justify;line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt"><strong>Risk, compliance and governance discipline</strong>: Applies strong risk management, regulatory awareness and fiduciary judgement. Focuses on mandate adherence, conformance, downside protection, liquidity, costs, transparency and consistent client outcomes.</span></li> <li style="text-align:justify;line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt"><strong>Clear communicator and educator:</strong> Translates complex investment concepts into practical, client-ready messages. Educates wealth managers and colleagues on market views, portfolio positioning and investment rationale so that the broader business can speak with confidence and consistency.</span></li> <li style="text-align:justify;line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt"><strong>Execution excellence and attention to detail:</strong> Operates with accuracy, organisation and accountability. Manages research, presentations, portfolio changes, bulk trades and client deliverables with discipline, minimising operational risk and avoiding costly errors.</span></li> <li style="text-align:justify;line-height:115%;font-size:10.0pt;font-family:Arial, sans-serif"><span style="color:#020202;font-size:10.0pt">Maintains composure through volatility, avoids impulsive decision-making and helps clients stay aligned with long-term objectives. Can defend portfolio positioning under scrutiny with logic, evidence and conviction.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Responsibilities Continue</b></H2> </div><div><ul> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Ensure transformational target are met for own team through consideration of targets during the staff recruitment; retention and training process and utilising suppliers listed on the preferred supplier list.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Participate in the development and implement action plans to address issues raised in culture surveys to improve results.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Address issues raised in culture surveys by participating in the development and implementation of action plans.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Create a client service culture through various required interventions.Support and encourage staff to participate and support corporate responsibility initiative.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Encourage team to generate innovative ideas and share knowledge.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Manage performance of staff by implementing performance agreements; ensuring a clear vision; agreeing on goals and objectives; providing regular feedback on performance; recognising and rewarding achievement and take appropriate corrective action where required.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self and staff through identifying current and future training and development needs.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Contribute to team effectiveness by following the recruitment process when recruiting talent.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Essential Qualifications - NQF Level</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Matric / Grade 12 / National Senior Certificate </li><li>Advanced Diplomas/National 1st Degrees </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Preferred Qualification</H2> </div><div><ul> <li>Degree in Business Science/ Economics/Commerce and Investments</li> <li>Certified Financial Analyst (CFA) - preferred</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Essential Certifications</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Minimum Experience Level</H2> </div><div><ul> <li>5 years in a Portfolio Management Execution role.</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Technical / Professional Knowledge</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Employee training/development </li><li>Financial Accounting Principles </li><li>Governance, Risk and Controls </li><li>Operations planning </li><li>Organisational systems </li><li>Principles of project management </li><li>Relevant Nedbank product knowledge </li><li>Strategic Analysis </li><li>Financial Modelling </li><li>Budgeting </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Behavioural Competencies</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Customer Focus </li><li>Driving for Results </li><li>Facilitating Change </li><li>Planning and Organizing </li><li>Aligning Performance for Success </li><li>Influencing </li></ul></div></div><p style="line-height:18.9px"><img alt="" height="228" src="https://rmkcdn.successfactors.com/dd82a348/61ad7a3f-eb85-4980-a04c-e.jpg" style="height:75.0px;width:600.0px" width="245"></p> <p style="line-height:18.9px">---------------------------------------------------------------------------------------</p> <p style="line-height:18.9px"><span style="color:#006341"><em><b>Please contact the Nedbank Recruiting Team at +27 860 555 566 </b></em></span></p>