Salary: Competitive
Looking to advance your career in investment management? We’re recruiting for a Bespoke Portfolio Manager in Cape Town’s, offering the chance to design and manage tailored portfolios for high‑value clients. This role combines portfolio construction, market analysis, and direct client engagement — ideal for professionals with strong financial market expertise and a passion for bespoke investment solutions.
🔹 What You’ll Do
Manage and maintain bespoke investment strategies aligned to client objectives.
Analyse companies and generate ideas for inclusion in customised portfolios.
Present performance insights and market commentary directly to clients.
Collaborate across asset classes (equities, fixed income, real return solutions) to resolve advisor queries.
Support transitions of external client portfolios into in‑house funds.
Utilise Bloomberg and Excel to deliver market analysis and valuations.
🔹 What We’re Looking For
Honours degree; postgraduate qualification (CA or CFA) advantageous.
5–7 years’ market/investment experience with proven analytical capability.
Strong knowledge of global and local financial markets.
Advanced Excel skills; Bloomberg proficiency beneficial.
Confident communicator with client‑facing experience.
✨ This role is ideal for someone who thrives in bespoke portfolio management, combining technical expertise with the ability to deliver clear insights to clients.
Reach out to Christine – 084 627 3603 / christine@cbpro.co.za
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