The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the clients investment objectives and/or changes in market conditions.

Job Responsibilities

Client attraction and engagement

• Attract and retain clients directly and through financial planners and Company Distribution business partners (MC/MFP/MDS).
• Develop a close working relationship with CIO
• Provide authoritative, expertise and advice to clients and stakeholders
• Build and maintain relationships with clients and internal and external stakeholders
• Deliver on service level agreements made with internal and external stakeholders and clients
• Make recommendations to improvement client service within area of responsibility
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